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Trade Desk

962 hedge funds and large institutions have $18.1B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 341 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.4% more ownership

Funds ownership: 77.17%82.57% (+5.4%)

2% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 341

2% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.75B

10% less funds holding

Funds holding: 1,072962 (-110)

29% less capital invested

Capital invested by funds: $25.3B → $18.1B (-$7.25B)

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: 250

Holders
962
Holders Change
-110
Holders Change %
-10.26%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
150
Increased
347
Reduced
341
Closed
250
Calls
$1.71B
Puts
$1.75B
Net Calls
-$36.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
651
LCM Capital Management
Illinois
$265K +$2.98K +47 +0.9%
AMCA
652
Arthur M. Cohen & Associates
Illinois
$264K -$166K -2,610 -33%
HIP
653
HUB Investment Partners
Texas
$264K +$342K +5,383 New
GHA
654
Granite Harbor Advisors
Texas
$264K -$131K -2,072 -28%
UCB
655
United Community Bank
South Carolina
$262K +$139K +2,190 +69%
LFA
656
Legacy Financial Advisors
Kentucky
$259K +$335K +5,281 New
SPI
657
Strategic Planning Inc
Ohio
$257K +$332K +5,240 New
EP
658
Edgestream Partners
New Jersey
$252K -$1.65M -25,974 -83%
VFA
659
Values First Advisors
Tennessee
$252K -$114K -1,790 -26%
AWA
660
Arete Wealth Advisors
Illinois
$251K +$325K +5,123 New
OWA
661
Outlook Wealth Advisors
Texas
$247K -$15.2K -239 -5%
IFA
662
Index Fund Advisors
California
$246K +$190 +3 +0.1%
AI
663
AXS Investments
New York
$245K
UWP
664
Uniting Wealth Partners
Kansas
$245K
VCM
665
Virtue Capital Management
Tennessee
$244K +$25.4K +401 +9%
MIM
666
Moseley Investment Management
Florida
$244K +$138K +2,179 +78%
HIMC
667
Heritage Investors Management Corp
Maryland
$244K
TWP
668
Triad Wealth Partners
Kansas
$239K +$310K +4,884 New
Los Angeles Capital Management
669
Los Angeles Capital Management
California
$235K -$60.2M -948,675 -99%
BHA
670
Beech Hill Advisors
New York
$235K +$105K +1,650 +52%
BW
671
Blalock Williams
Alabama
$234K +$23.4K +369 +8%
YC
672
Yarbrough Capital
Tennessee
$233K +$302K +4,759 New
AWM
673
AE Wealth Management
Kansas
$233K +$12.8K +202 +4%
SC
674
SouthState Corp
Florida
$232K -$4.25K -67 -1%
GAM
675
Grandview Asset Management
Pennsylvania
$231K -$20.9K -329 -7%