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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 %
AAIS
626
ABN AMRO Investment Solutions
$381K +$28.2K +515 +8%
DA
627
Dover Advisors
Virginia
$378K +$378K +6,916 New
CAI
628
Capital Advisors Inc
Oklahoma
$378K +$66.3K +1,211 +21%
GAG
629
GM Advisory Group
New York
$376K
DIA
630
Dana Investment Advisors
Wisconsin
$375K -$15.2K -277 -4%
VHAM
631
Van Hulzen Asset Management
California
$372K +$39.9K +730 +12%
SIA
632
Schechter Investment Advisors
Michigan
$369K +$99.2K +1,813 +37%
VFA
633
Values First Advisors
Tennessee
$369K -$284K -5,171 -43%
GS
634
Gagnon Securities
New York
$361K +$361K +6,599 New
NSAM
635
North Star Asset Management
Wisconsin
$358K
GLA
636
Great Lakes Advisors
Illinois
$357K -$23.5K -429 -6%
SM
637
STF Management
Texas
$355K -$6.29K -115 -2%
AO
638
Advisor OS
Illinois
$355K +$156K +2,844 +78%
AIM
639
Aspen Investment Management
Michigan
$355K +$355K +6,491 New
ZF
640
Zhang Financial
Michigan
$352K +$161K +2,950 +85%
AIM
641
Aigen Investment Management
New York
$350K -$14.2K -260 -4%
HSA
642
HBK Sorce Advisory
Pennsylvania
$349K +$36.5K +667 +12%
KAM
643
Kazazian Asset Management
Florida
$348K +$348K +6,362 New
TWM
644
Tradition Wealth Management
Minnesota
$347K +$8.21K +150 +2%
TCWM
645
Total Clarity Wealth Management
Illinois
$346K
SG
646
StoneX Group
New York
$343K +$343K +6,263 New
CP
647
Canopy Partners
Ohio
$342K +$51.8K +946 +18%
TCOV
648
Trust Company of Vermont
Vermont
$340K
AWM
649
Ariadne Wealth Management
California
$339K -$39.7K -559 -10%
OCPWS
650
One Charles Private Wealth Services
Massachusetts
$338K