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Trade Desk

1,072 hedge funds and large institutions have $25.3B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 414 increasing their positions, 360 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $18.9B → $25.3B (+$6.37B)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

28% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 133

15% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 360

2% more funds holding

Funds holding: 1,0461,072 (+26)

5% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.46B

0.65% more ownership

Funds ownership: 76.52%77.17% (+0.65%)

Holders
1,072
Holders Change
+26
Holders Change %
+2.49%
% of All Funds
14.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
170
Increased
414
Reduced
360
Closed
133
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
651
TCFG Wealth Management
California
$462K -$76K -1,190 -16%
BTI
652
Blue Trust Inc
Georgia
$461K +$182K +2,846 +80%
OQS
653
Occudo Quantitative Strategies
Florida
$458K +$407K +6,367 New
EWA
654
Exencial Wealth Advisors
Oklahoma
$455K +$403K +6,317 New
GLA
655
Great Lakes Advisors
Illinois
$454K -$13.5K -211 -3%
CWMK
656
Caliber Wealth Management (Kansas)
Kansas
$454K +$77K +1,206 +24%
NL
657
NWAM LLC
Washington
$452K +$332K +5,193 New
V
658
ViaWealth
Kansas
$451K +$129K +2,025 +48%
TCOV
659
Trust Company of Vermont
Vermont
$448K
CGH
660
Crossmark Global Holdings
Texas
$445K +$49.2K +771 +14%
CF
661
Centaurus Financial
California
$439K +$27.6K +433 +8%
SWM
662
SeaCrest Wealth Management
New York
$436K -$104K -1,631 -21%
CWM
663
Centurion Wealth Management
Virginia
$433K +$143K +2,236 +59%
BL
664
Balentine LLC
Georgia
$432K
TWM
665
Tradition Wealth Management
Minnesota
$431K -$23.2K -364 -6%
KWA
666
Kingswood Wealth Advisors
California
$430K +$7.85K +123 +2%
BP
667
Ballentine Partners
Massachusetts
$429K +$380K +5,953 New
RBFC
668
Roman Butler Fullerton & Co
Missouri
$424K +$51.7K +810 +20%
Kovitz Investment Group Partners
669
Kovitz Investment Group Partners
Illinois
$416K -$107K -1,681 -23%
ATS
670
Ashton Thomas Securities
New York
$412K -$2.23K -35 -0.6%
YMRC
671
Yorktown Management & Research Company
Virginia
$410K
HTC
672
Haverford Trust Company
Pennsylvania
$409K
PFA
673
Pure Financial Advisors
California
$408K +$45.8K +718 +15%
YCM
674
Yousif Capital Management
Michigan
$405K -$23.9K -375 -6%
IPAM
675
ICICI Prudential Asset Management
India
$404K -$11.9K -187 -3%

TTD Hedge Fund Activity: Q2 2025 in Review

1,072 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q2 2025, worth a combined $25.3B — up 34% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new TTD positions and 133 closed out — a net gain of 37 holders — while 414 added to existing stakes and 360 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $455M. The largest seller was JP Morgan Chase, cutting an estimated $425M.

  • 1,072 institutional investors held Trade Desk (TTD) as of Q2 2025, up from 1,046 in Q1 2025.
  • Funds reported $25.3B of Trade Desk stock for Q2 2025, up 34% quarter-over-quarter.
  • 170 funds opened new Trade Desk positions in Q2 2025 and 133 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q2 2025 was Morgan Stanley, an estimated $455M added.
  • The largest Trade Desk seller in Q2 2025 was JP Morgan Chase, an estimated $425M sold.

Based on aggregated 13F filings for Q2 2025.