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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
FCM
626
Fairbanks Capital Management
California
$228K +$266K +6,000 New
RWC
627
Rare Wolf Capital
Washington
$227K +$266K +5,991 New
NA
628
Nautilus Advisors
California
$227K -$6.43K -145 -2%
WANY
629
Wealthspire Advisors (New York)
New York
$225K +$239K +5,387 +987%
OCA
630
OpenArc Corporate Advisory
Georgia
$224K +$261K +5,894 New
G
631
GenTrust
Florida
$222K -$94.4K -2,130 -27%
AFG
632
Atomi Financial Group
New York
$218K -$144K -3,254 -36%
V
633
ViaWealth
Kansas
$216K -$124K -2,800 -33%
PWSG
634
Pacific Wealth Strategies Group
California
$216K -$555K -12,516 -69%
HAG
635
HighPoint Advisor Group
Illinois
$215K -$66.1K -1,492 -21%
PFA
636
Pure Financial Advisors
California
$215K +$1.46K +33 +0.6%
NP
637
NorthRock Partners
Minnesota
$215K -$1.91K -43 -0.8%
CBA
638
Coastal Bridge Advisors
Connecticut
$213K +$249K +5,621 New
HTC
639
Haverford Trust Company
Pennsylvania
$213K
WWM
640
Walser Wealth Management
Florida
$212K +$248K +5,585 New
WSFS
641
Wilmington Savings Fund Society
Delaware
$212K -$20.5K -462 -8%
WMA
642
Wealth Management Associates
New Jersey
$212K -$1.77K -40 -0.7%
ETC
643
Exchange Traded Concepts
Oklahoma
$211K -$51.5K -1,162 -17%
AC
644
AlphaCore Capital
California
$210K +$41.6K +939 +20%
DI
645
DDFG Inc
California
$209K
GKWIM
646
Gerber Kawasaki Wealth & Investment Management
California
$208K -$9.18K -207 -4%
IFG
647
Independent Financial Group
California
$208K -$310K -6,992 -56%
MYLI
648
Meiji Yasuda Life Insurance
Japan
$208K
CA
649
CoreCap Advisors
Michigan
$206K +$47.4K +1,069 +24%
RBFC
650
Roman Butler Fullerton & Co
Missouri
$206K -$62.6K -1,412 -20%