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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
LCM
651
LCM Capital Management
Illinois
$205K
GHA
652
Granite Harbor Advisors
Texas
$202K -$2.13K -48 -0.9%
IWC
653
Integrated Wealth Concepts
Massachusetts
$202K -$205K -4,629 -47%
WS
654
Wedbush Securities
California
$201K -$158K -3,572 -40%
FTUS
655
Flow Traders U.S.
New York
$201K +$235K +5,308 New
IAS
656
Insigneo Advisory Services
Florida
$200K -$149K -3,361 -39%
AI
657
AXS Investments
New York
$190K
II
658
Inspire Investing
Idaho
$189K +$220K +4,973 New
SC
659
SouthState Corp
Florida
$182K +$1.91K +43 +0.9%
HHGC
660
Hunting Hill Global Capital
New York
$178K -$1.56M -35,200 -88%
TWC
661
TD Waterhouse Canada
Ontario, Canada
$178K -$1.16M -26,154 -85%
GWM
662
Geneos Wealth Management
Colorado
$173K -$45.1K -1,018 -18%
PA
663
Parallel Advisors
California
$171K -$73.5K -1,658 -27%
GI
664
GAMMA Investing
California
$171K +$29.6K +668 +17%
AIP
665
Ameritas Investment Partners
Nebraska
$162K -$659K -14,863 -78%
PIM
666
Plato Investment Management
Australia
$153K +$99.5K +2,245 +128%
KC
667
Knuff & Co
California
$152K -$2.32M -52,275 -93%
SAM
668
Smartleaf Asset Management
Massachusetts
$148K +$21K +474 +14%
CLOS
669
Compagnie Lombard Odier SCmA
Switzerland
$147K +$83.3K +1,880 +94%
QCG
670
Quadrant Capital Group
Ohio
$145K +$19.3K +436 +13%
DSC
671
Daytona Street Capital
Missouri
$133K +$155K +3,500 New
AUB
672
Atlantic Union Bankshares
Virginia
$130K -$335K -7,561 -69%
AWM
673
Abound Wealth Management
Tennessee
$129K +$30.8K +694 +26%
LS
674
Livforsakringsbolaget Skandia
Sweden
$129K
SWP
675
Strategic Wealth Partners
Ohio
$128K +$110K +2,473 +272%