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Trade Desk

1,029 hedge funds and large institutions have $18.7B invested in Trade Desk in 2025 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 427 increasing their positions, 343 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-164
Holders Change %
-13.75%
% of All Funds
13.98%
Holding in Top 10
9
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-64%
% of All Funds
0.12%
New
146
Increased
427
Reduced
343
Closed
290
Calls
$1,000M
Puts
$905M
Net Calls
+$95.1M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
601
Prosperity Consulting Group
Maryland
$428K -$274 -5 -0.1%
VI
602
Vestcor Inc
New Brunswick, Canada
$428K -$48.1K -879 -10%
SWM
603
Spire Wealth Management
Virginia
$428K -$243K -4,449 -36%
GVAG
604
Great Valley Advisor Group
Delaware
$426K +$61.2K +1,118 +17%
MOS
605
MGO One Seven
Ohio
$425K -$166K -3,041 -28%
MAS
606
Meeder Advisory Services
Ohio
$424K -$170K -3,098 -29%
SWM
607
SeaCrest Wealth Management
New York
$420K +$20.2K +370 +5%
TWM
608
TCFG Wealth Management
California
$416K -$19.2K -350 -4%
AMCA
609
Arthur M. Cohen & Associates
Illinois
$412K +$60.4K +1,103 +17%
AFA
610
Arlington Financial Advisors
California
$410K +$15.6K +285 +4%
PP
611
Prudential plc
United Kingdom
$409K
DWM
612
Dakota Wealth Management
Florida
$409K -$1.07M -19,463 -72%
Kovitz Investment Group Partners
613
Kovitz Investment Group Partners
Illinois
$408K -$345K -6,298 -46%
GHA
614
Granite Harbor Advisors
Texas
$408K +$20.7K +379 +5%
LI
615
LVZ Inc
Michigan
$396K +$237K +4,330 +149%
MMEA
616
Main Management ETF Advisors
California
$395K +$395K +7,210 New
CPIG
617
Chicago Partners Investment Group
Illinois
$394K +$20.2K +357 +5%
ACM
618
Aquatic Capital Management
Illinois
$393K +$393K +7,189 New
SIG
619
Sargent Investment Group
Maryland
$393K -$79.3K -1,450 -17%
WSFS
620
Wilmington Savings Fund Society
Delaware
$393K -$231K -4,216 -37%
CCM
621
Coldstream Capital Management
Washington
$386K -$182K -3,317 -32%
SIA
622
Soltis Investment Advisors
Utah
$385K -$9.85K -180 -2%
PCM
623
Prelude Capital Management
New York
$384K +$229K +4,178 +147%
MFG
624
Merit Financial Group
Georgia
$382K +$6.46K +118 +2%
SB
625
Strategic Blueprint
Georgia
$382K -$9.63K -176 -2%