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Trade Desk

960 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 248 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:

29% less capital invested

Capital invested by funds: $25.3B → $18B (-$7.24B)

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: 248

Holders
960
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
BL
626
Balentine LLC
Georgia
$294K
BC
627
Broadwater Capital
Massachusetts
$294K
TWM
628
Tradition Wealth Management
Minnesota
$293K
MFG
629
Merit Financial Group
Georgia
$293K
CGH
630
Crossmark Global Holdings
Texas
$291K
DAS
631
Diversify Advisory Services
Utah
$285K
CF
632
Centaurus Financial
California
$283K
GLA
633
Great Lakes Advisors
Illinois
$282K
NP
634
NorthRock Partners
Minnesota
$279K
GKWIM
635
Gerber Kawasaki Wealth & Investment Management
California
$279K
SIA
636
Soltis Investment Advisors
Utah
$277K
MA
637
MJP Associates
Connecticut
$277K
MWM
638
Mindset Wealth Management
Indiana
$277K
PFA
639
Pure Financial Advisors
California
$276K
WMA
640
Wealth Management Associates
New Jersey
$275K
HTC
641
Haverford Trust Company
Pennsylvania
$275K
GWM
642
Geneos Wealth Management
Colorado
$273K
DI
643
DDFG Inc
California
$270K
OIA
644
OneDigital Investment Advisors
Kansas
$269K
MYLI
645
Meiji Yasuda Life Insurance
Japan
$268K
ICP
646
Interchange Capital Partners
Pennsylvania
$268K
CA
647
Cache Advisors
California
$267K
PI
648
PFG Investments
New York
$266K
LCM
649
LCM Capital Management
Illinois
$265K
AMCA
650
Arthur M. Cohen & Associates
Illinois
$264K