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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.1%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
352
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
576
Voya Financial Advisors
Connecticut
$604K +$8.25K +119 +1%
DILIC
577
Dai-ichi Life Insurance Company
Japan
$603K -$784K -10,893 -57%
IAS
578
Insigneo Advisory Services
Florida
$600K -$107K -1,493 -15%
WSFS
579
Wilmington Savings Fund Society
Delaware
$599K +$81.8K +1,136 +16%
MYIA
580
Mount Yale Investment Advisors
Colorado
$595K -$136K -1,889 -19%
DWM
581
Dakota Wealth Management
Florida
$593K +$55.2K +767 +10%
BCM
582
Bayesian Capital Management
New York
$591K -$216K -3,000 -27%
MNBTD
583
Moody National Bank Trust Division
Texas
$590K -$17.1K -238 -3%
HAG
584
HighPoint Advisor Group
Illinois
$586K +$12.7K +177 +2%
CCFM
585
Clear Creek Financial Management
Washington
$581K +$142K +1,969 +32%
SWP
586
Stratos Wealth Partners
Ohio
$579K +$173K +2,409 +43%
AWS
587
Atria Wealth Solutions
New York
$578K -$939K -13,026 -62%
JSC
588
Jackson Square Capital
California
$576K -$56.1K -779 -9%
AMCA
589
Arthur M. Cohen & Associates
Illinois
$576K +$33.1K +460 +6%
NG
590
Norden Group
Utah
$575K +$192K +2,672 +50%
PI
591
PFG Investments
New York
$574K -$94.6K -1,314 -14%
BIG
592
Brooklyn Investment Group
New York
$569K +$436K +6,061 +329%
CP
593
Canopy Partners
Ohio
$568K +$119K +1,647 +26%
CPL
594
CAP Partners LLC
Tennessee
$561K +$170K +2,365 +44%
SB
595
Strategic Blueprint
Georgia
$561K +$58.7K +815 +12%
UM
596
UniSuper Management
Australia
$554K -$64.8K -900 -10%
AO
597
Advisor OS
Illinois
$554K +$87K +1,208 +19%
SIA
598
Soltis Investment Advisors
Utah
$552K +$46.1K +641 +9%
PIM
599
Plato Investment Management
Australia
$551K +$127K +1,766 +30%
PCG
600
Prosperity Consulting Group
Maryland
$545K -$19K -264 -3%