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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
PA
576
PharVision Advisers
Florida
$284K +$332K +7,486 New
WA
577
Wealth Alliance
New York
$281K -$363K -8,199 -53%
AA
578
Altrafin AG
$281K -$625K -14,095 -66%
VFA
579
Voya Financial Advisors
Connecticut
$281K -$26.6K -601 -8%
AC
580
AXQ Capital
New Jersey
$279K +$326K +7,354 New
OCBCO
581
Oversea-Chinese Banking Corp (OCBC)
Singapore
$278K +$324K +7,311 New
MYAM
582
Meiji Yasuda Asset Management
Japan
$277K +$136K +3,061 +72%
MGIA
583
Moneta Group Investment Advisors
Missouri
$270K +$32.4K +731 +11%
MOS
584
MGO One Seven
Ohio
$270K -$7.8K -176 -2%
GCA
585
Gallagher Capital Advisors
Texas
$269K +$23K +518 +8%
FIA
586
Foundations Investment Advisors
Arizona
$268K -$50.5K -1,140 -14%
AAM
587
Alphadyne Asset Management
New York
$265K +$309K +6,981 New
SIG
588
Sargent Investment Group
Maryland
$264K +$308K +6,950 New
CAI
589
Capital Advisors Inc
Oklahoma
$262K -$2.75K -62 -0.9%
VSQM
590
V-Square Quantitative Management
Illinois
$261K +$305K +6,878 New
MNBTD
591
Moody National Bank Trust Division
Texas
$260K -$129K -2,916 -30%
KHCM
592
Kirtland Hills Capital Management
Ohio
$255K -$328K -7,395 -52%
AWM
593
AE Wealth Management
Kansas
$255K +$86.7K +1,955 +41%
WA
594
Waverly Advisors
Alabama
$253K -$44.1K -995 -13%
USCWA
595
U.S. Capital Wealth Advisors
Texas
$252K -$44.3K -1,000 -13%
TCM
596
Traynor Capital Management
Pennsylvania
$252K -$22.6K -509 -7%
AC
597
Avestar Capital
New York
$251K -$7.67K -173 -3%
PA
598
PSI Advisors
Florida
$251K +$106K +2,400 +57%
GAM
599
Griffin Asset Management
New York
$247K -$1.28M -28,771 -82%
NSAM
600
North Star Asset Management
Wisconsin
$246K