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Trade Desk

1,054 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more funds holding

Funds holding: 1,0291,054 (+25)

1.37% more ownership

Funds ownership: 75.5%76.88% (+1.4%)

5% more call options, than puts

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

Holders
1,054
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$1.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Centurion Wealth Management
Virginia
$433K
BL
652
Balentine LLC
Georgia
$432K
TWM
653
Tradition Wealth Management
Minnesota
$431K
KWA
654
Kingswood Wealth Advisors
California
$430K
BP
655
Ballentine Partners
Massachusetts
$429K
RBFC
656
Roman Butler Fullerton & Co
Missouri
$424K
Kovitz Investment Group Partners
657
Kovitz Investment Group Partners
Illinois
$416K
ATS
658
Ashton Thomas Securities
New York
$412K
YMRC
659
Yorktown Management & Research Company
Virginia
$410K
HTC
660
Haverford Trust Company
Pennsylvania
$409K
PFA
661
Pure Financial Advisors
California
$408K
YCM
662
Yousif Capital Management
Michigan
$405K
IPAM
663
ICICI Prudential Asset Management
India
$404K
AC
664
Avestar Capital
New York
$400K
MA
665
MJP Associates
Connecticut
$399K
PA
666
Procyon Advisors
Connecticut
$396K
CB
667
CNB Bank
Pennsylvania
$396K
SFS
668
Stiles Financial Services
Minnesota
$395K
MYLI
669
Meiji Yasuda Life Insurance
Japan
$394K
HH
670
Hilltop Holdings
Texas
$392K
EI
671
Ethic Inc
New York
$392K
LAM
672
Lifestyle Asset Management
Texas
$389K
MAS
673
Meeder Advisory Services
Ohio
$389K
VT
674
Vise Technologies
New York
$387K
LCM
675
LCM Capital Management
Illinois
$385K