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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
WCM
601
Washington Capital Management
Washington
$333K +$102K +1,600 +31%
AC
602
Avestar Capital
New York
$333K +$78.7K +1,241 +22%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$333K -$26.4M -415,890 -98%
ACM
604
Advisors Capital Management
New Jersey
$332K -$160K -2,518 -27%
SPA
605
Sherbrooke Park Advisers
New York
$332K +$430K +6,770 New
ETC
606
Exchange Traded Concepts
Oklahoma
$329K +$426K +6,720 New
MT
607
Midwest Trust
Kansas
$327K -$4.56M -71,891 -92%
LAM
608
Lifestyle Asset Management
Texas
$326K +$78.3K +1,234 +23%
BIM
609
Bridges Investment Management
Nebraska
$325K +$5.96K +94 +1%
SWM
610
SeaCrest Wealth Management
New York
$319K -$9.26K -146 -2%
GCA
611
Gallagher Capital Advisors
Texas
$319K -$200K -3,148 -33%
AIM
612
Aspen Investment Management
Michigan
$318K
NSAM
613
North Star Asset Management
Wisconsin
$318K -$3.17K -50 -0.8%
HWA
614
HHM Wealth Advisors
Tennessee
$316K
SM
615
STF Management
Texas
$315K -$12.6K -198 -3%
MGIA
616
Moneta Group Investment Advisors
Missouri
$313K +$326K +5,131 +409%
EW
617
Enzi Wealth
Texas
$312K
GVAG
618
Great Valley Advisor Group
Delaware
$311K -$61.3K -966 -13%
HFS
619
Hantz Financial Services
Michigan
$310K -$4.33M -68,238 -92%
CCM
620
Coldstream Capital Management
Washington
$308K -$38.3K -604 -9%
MMCM
621
Murphy & Mullick Capital Management
New York
$308K +$41.2K +650 +12%
TCOV
622
Trust Company of Vermont
Vermont
$305K
PA
623
Parallel Advisors
California
$302K -$38.5K -607 -9%
ACM
624
Avalon Capital Management
California
$302K -$154K -2,432 -28%
OCPWS
625
One Charles Private Wealth Services
Massachusetts
$300K -$63.5K -1,000 -14%