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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
AIM
601
Aspen Investment Management
Michigan
$246K
CFO
602
Callan Family Office
Pennsylvania
$246K -$201K -4,530 -41%
FRA
603
Frank Rimerman Advisors
California
$245K +$286K +6,458 New
AFA
604
Arlington Financial Advisors
California
$245K -$3.13M -70,610 -92%
SWM
605
Spire Wealth Management
Virginia
$245K -$49.6K -1,119 -15%
HWA
606
HHM Wealth Advisors
Tennessee
$244K -$665 -15 -0.2%
TCOV
607
Trust Company of Vermont
Vermont
$241K +$5.32K +120 +2%
CIM
608
Cambria Investment Management
California
$239K +$279K +6,297 New
GVAG
609
Great Valley Advisor Group
Delaware
$238K -$1.91K -43 -0.7%
TW
610
Tempo Wealth
Ohio
$237K +$277K +6,238 New
NC
611
nVerses Capital
Florida
$234K +$274K +6,176 New
ACM
612
Avalon Capital Management
California
$234K
MMCM
613
Murphy & Mullick Capital Management
New York
$233K -$7.18K -162 -3%
OCPWS
614
One Charles Private Wealth Services
Massachusetts
$233K
EW
615
Enzi Wealth
Texas
$232K
FWM
616
Forefront Wealth Management
Pennsylvania
$231K +$270K +6,092 New
TWM
617
Tradition Wealth Management
Minnesota
$231K +$3.94K +89 +1%
FB
618
Fulton Bank
Pennsylvania
$229K -$223K -5,039 -45%
SWM
619
SeaCrest Wealth Management
New York
$229K +$1.28K +29 +0.5%
FSA
620
Fort Sheridan Advisors
Illinois
$229K +$58.9K +1,328 +28%
SWP
621
Stratos Wealth Partners
Ohio
$229K -$159K -3,590 -37%
LNWTC
622
Laird Norton Wetherby Trust Company
Washington
$228K +$267K +6,015 New
BL
623
Balentine LLC
Georgia
$228K -$177 -4 -0.1%
BC
624
Broadwater Capital
Massachusetts
$228K
AWM
625
Arista Wealth Management
Nevada
$228K +$266K +6,000 New