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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
CAM
576
Congress Asset Management
Massachusetts
$376K -$91.9M -1,448,081 -99%
CP
577
Canopy Partners
Ohio
$375K -$15.5K -244 -3%
USCWA
578
U.S. Capital Wealth Advisors
Texas
$374K +$484K +7,632 New
SWM
579
Spire Wealth Management
Virginia
$371K +$2.79K +44 +0.6%
ECA
580
Elevate Capital Advisors
Colorado
$366K +$474K +7,475 New
SB
581
Strategic Blueprint
Georgia
$361K -$27.5K -433 -6%
ALAM
582
Asahi Life Asset Management
Japan
$358K +$464K +7,310 New
TE
583
Tema ETFs
New York
$358K +$463K +7,298 New
MOS
584
MGO One Seven
Ohio
$357K -$6.66K -105 -1%
GWMR
585
GC Wealth Management RIA
Massachusetts
$356K +$462K +7,274 New
HAG
586
HighPoint Advisor Group
Illinois
$351K -$62.2K -980 -12%
HSA
587
HBK Sorce Advisory
Pennsylvania
$350K -$27.9K -440 -6%
TCM
588
Traynor Capital Management
Pennsylvania
$350K +$37.9K +597 +9%
RBFC
589
Roman Butler Fullerton & Co
Missouri
$349K +$132K +2,074 +42%
CWM
590
Centurion Wealth Management
Virginia
$349K +$70.8K +1,115 +19%
PCM
591
Polymer Capital Management
New York
$347K +$230K +3,621 +105%
MG
592
Marex Group
$344K -$166K -2,612 -27%
JGC
593
J. Goldman & Co
New York
$343K +$444K +7,000 New
AAIS
594
ABN AMRO Investment Solutions
$342K
CAI
595
Capital Advisors Inc
Oklahoma
$341K +$2.35K +37 +0.5%
CPL
596
CAP Partners LLC
Tennessee
$340K -$54K -851 -11%
DEA
597
DoubleLine ETF Adviser
Florida
$336K +$435K +6,850 New
IPAM
598
ICICI Prudential Asset Management
India
$335K +$77.9K +1,228 +22%
BC
599
Bridgefront Capital
Texas
$335K -$462K -7,276 -52%
GAG
600
GM Advisory Group
New York
$334K