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Trade Desk

939 hedge funds and large institutions have $13.8B invested in Trade Desk in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 252 increasing their positions, 405 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 82.57%82.19% (-0.38%)

3% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 178

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.28B

2% less funds holding

Funds holding: 962939 (-23)

24% less capital invested

Capital invested by funds: $18.1B → $13.8B (-$4.27B)

38% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 405

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
939
Holders Change
-23
Holders Change %
-2.39%
% of All Funds
11.42%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
173
Increased
252
Reduced
405
Closed
178
Calls
$1.21B
Puts
$1.28B
Net Calls
-$65.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
551
Choreo LLC
Illinois
$325K -$266K -6,005 -43%
PS
552
Principal Securities
Iowa
$323K -$103K -2,322 -21%
CIBC Private Wealth Group
553
CIBC Private Wealth Group
Georgia
$321K +$73.7K +1,663 +25%
SW
554
SteelPeak Wealth
California
$317K -$3.81K -86 -1%
SF
555
Summit Financial
New Jersey
$310K -$54.9K -1,239 -13%
CF
556
Centaurus Financial
California
$310K +$107K +2,404 +42%
WP
557
Woodline Partners
California
$309K -$2.25M -50,749 -86%
LFAS
558
Level Four Advisory Services
Texas
$307K -$281K -6,332 -44%
SFS
559
Sowell Financial Services
Arkansas
$303K -$24.4K -550 -6%
TWP
560
Tempus Wealth Planning
California
$301K +$351K +7,921 New
PP
561
Prudential plc
United Kingdom
$300K -$104K -2,352 -23%
AOWM
562
Asset One Wealth Management
Washington
$298K +$444K +10,013 New
DACS
563
Dymon Asia Capital (Singapore)
Singapore
$297K +$347K +7,834 New
CWM
564
Centurion Wealth Management
Virginia
$296K +$29.8K +673 +9%
FWP
565
Forefront Wealth Partners
Texas
$296K -$58.4K -1,317 -14%
GCM
566
Gallacher Capital Management
Colorado
$295K -$90.3K -2,038 -21%
PFG
567
PAX Financial Group
Texas
$294K +$344K +7,756 New
LAM
568
Lifestyle Asset Management
Texas
$294K +$48.8K +1,100 +17%
PCIA
569
Prime Capital Investment Advisors
Kansas
$292K -$107K -2,405 -24%
DILIC
570
Dai-ichi Life Insurance Company
Japan
$291K
Verition Fund Management
571
Verition Fund Management
Connecticut
$291K -$6.08M -137,261 -95%
TE
572
Tema ETFs
New York
$288K +$13.4K +302 +4%
VWA
573
Visionary Wealth Advisors
Illinois
$287K -$91.8K -2,072 -22%
Kovitz Investment Group Partners
574
Kovitz Investment Group Partners
Illinois
$286K -$565K -12,746 -63%
CCFM
575
Clear Creek Financial Management
Washington
$285K +$333K +7,517 New