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Trade Desk

951 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 343 increasing their positions, 334 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

27% less capital invested

Capital invested by funds: $24.9B → $18B (-$6.83B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 246

Holders
951
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71B
Puts
$1.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
601
Lifestyle Asset Management
Texas
$326K
BIM
602
Bridges Investment Management
Nebraska
$325K
SWM
603
SeaCrest Wealth Management
New York
$319K
GCA
604
Gallagher Capital Advisors
Texas
$319K
AIM
605
Aspen Investment Management
Michigan
$318K
NSAM
606
North Star Asset Management
Wisconsin
$318K
HWA
607
HHM Wealth Advisors
Tennessee
$316K
SM
608
STF Management
Texas
$315K
MGIA
609
Moneta Group Investment Advisors
Missouri
$313K
EW
610
Enzi Wealth
Texas
$312K
GVAG
611
Great Valley Advisor Group
Delaware
$311K
HFS
612
Hantz Financial Services
Michigan
$310K
CCM
613
Coldstream Capital Management
Washington
$308K
MMCM
614
Murphy & Mullick Capital Management
New York
$308K
TCOV
615
Trust Company of Vermont
Vermont
$305K
PA
616
Parallel Advisors
California
$302K
ACM
617
Avalon Capital Management
California
$302K
OCPWS
618
One Charles Private Wealth Services
Massachusetts
$300K
NA
619
Nautilus Advisors
California
$300K
WSFS
620
Wilmington Savings Fund Society
Delaware
$296K
BL
621
Balentine LLC
Georgia
$294K
BC
622
Broadwater Capital
Massachusetts
$294K
TWM
623
Tradition Wealth Management
Minnesota
$293K
MFG
624
Merit Financial Group
Georgia
$293K
CGH
625
Crossmark Global Holdings
Texas
$291K