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Trade Desk

962 hedge funds and large institutions have $18.1B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 341 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.4% more ownership

Funds ownership: 77.17%82.57% (+5.4%)

2% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 341

2% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.75B

10% less funds holding

Funds holding: 1,072962 (-110)

29% less capital invested

Capital invested by funds: $25.3B → $18.1B (-$7.25B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

40% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 250

Holders
962
Holders Change
-110
Holders Change %
-10.26%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
150
Increased
347
Reduced
341
Closed
250
Calls
$1.71B
Puts
$1.75B
Net Calls
-$36.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
551
Advisor OS
Illinois
$437K +$77.6K +1,223 +16%
AAP
552
Arax Advisory Partners
Colorado
$437K +$276K +4,345 +95%
WS
553
Wedbush Securities
California
$435K -$1.32M -20,753 -70%
BFM
554
Boothbay Fund Management
New York
$428K +$554K +8,738 New
I
555
InceptionR
California
$425K +$331K +5,224 +152%
IAS
556
Insigneo Advisory Services
Florida
$423K +$18.9K +298 +4%
GFG
557
Goldstone Financial Group
Illinois
$422K +$547K +8,618 New
MSE
558
MUFG Securities EMEA
United Kingdom
$418K +$541K +8,530 New
SFS
559
Sowell Financial Services
Arkansas
$418K +$342K +5,392 +172%
V
560
ViaWealth
Kansas
$416K +$142K +2,231 +36%
RWB
561
RMR Wealth Builders
New Jersey
$415K -$46.1K -726 -8%
SW
562
SteelPeak Wealth
California
$414K +$444 +7 +0.1%
CIP
563
Capital Insight Partners
Arizona
$413K -$59.1K -932 -10%
RS
564
Rakuten Securities
Japan
$412K +$106K +1,666 +25%
VI
565
Versor Investments
New York
$410K +$530K +8,357 New
SPC
566
Sigma Planning Corp
Michigan
$403K -$88.6K -1,396 -15%
FIA
567
Foundations Investment Advisors
Arizona
$402K +$282K +4,449 +118%
S
568
SignatureFD
Georgia
$399K -$113K -1,780 -18%
VFA
569
Voya Financial Advisors
Connecticut
$393K -$51.1K -806 -9%
FLC
570
Fifth Lane Capital
Texas
$392K +$508K +8,000 New
G
571
GenTrust
Florida
$391K -$58.5K -922 -10%
NW
572
NewEdge Wealth
Pennsylvania
$380K -$1.4M -22,035 -73%
WA
573
Waverly Advisors
Alabama
$376K -$230K -3,630 -32%
SAM
574
Shell Asset Management
Netherlands
$376K -$139K -2,189 -22%
DILIC
575
Dai-ichi Life Insurance Company
Japan
$376K -$45.2K -713 -9%