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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.1%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
352
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
676
Nautilus Advisors
California
$384K +$384K +5,330 New
O
677
Ossiam
France
$381K +$40.7K +565 +12%
OWA
678
Outlook Wealth Advisors
Texas
$380K +$380K +5,281 New
MFWM
679
Motley Fool Wealth Management
Virginia
$378K +$378K +5,253 New
WCM
680
Washington Capital Management
Washington
$374K
BCM
681
Brookstone Capital Management
Illinois
$373K +$91.8K +1,275 +33%
ZF
682
Zhang Financial
Michigan
$371K -$92.1K -1,279 -20%
MA
683
Mutual Advisors
Nebraska
$365K +$12.2K +142 +3%
GAM
684
Grandview Asset Management
Pennsylvania
$364K -$10.7K -148 -3%
IFA
685
Index Fund Advisors
California
$361K +$361K +5,019 New
MWM
686
Mindset Wealth Management
Indiana
$361K
AI
687
AXS Investments
New York
$360K -$405K -5,626 -53%
UWP
688
Uniting Wealth Partners
Kansas
$360K
CFG
689
Carr Financial Group
Massachusetts
$360K +$360K +4,995 New
HIMC
690
Heritage Investors Management Corp
Maryland
$358K -$8.27K -115 -2%
PTC
691
Private Trust Company
Ohio
$355K -$50K -695 -12%
RWMG
692
Redwood Wealth Management Group
New Jersey
$353K
FAIM
693
Financial Advocates Investment Management
Washington
$353K -$33.8K -470 -9%
WPC
694
Wedmont Private Capital
Pennsylvania
$352K +$16.3K +215 +5%
ACA
695
Aptus Capital Advisors
Alabama
$348K -$2.74K -38 -0.8%
1CP
696
17 Capital Partners
Arizona
$347K -$2.88K -40 -0.8%
SC
697
SouthState Corp
Florida
$346K +$1.15K +16 +0.3%
CSP
698
Cary Street Partners
Virginia
$346K -$28.4K -395 -8%
BCM
699
Bourgeon Capital Management
Connecticut
$345K +$345K +4,791 New
MF
700
Magnetar Financial
Illinois
$343K -$52.3K -726 -13%