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Trade Desk

1,029 hedge funds and large institutions have $18.7B invested in Trade Desk in 2025 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 427 increasing their positions, 343 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-164
Holders Change %
-13.75%
% of All Funds
13.98%
Holding in Top 10
9
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-64%
% of All Funds
0.12%
New
146
Increased
427
Reduced
343
Closed
290
Calls
$1,000M
Puts
$905M
Net Calls
+$95.1M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Shares
Change %
YMRC
676
Yorktown Management & Research Company
Virginia
$312K
CB
677
CNB Bank
Pennsylvania
$311K +$25.5K +466 +9%
HTC
678
Haverford Trust Company
Pennsylvania
$311K
CF
679
Centaurus Financial
California
$310K -$45.3K -827 -13%
SWP
680
Stratos Wealth Partners
Ohio
$309K -$82.5K -1,507 -21%
PTC
681
Private Trust Company
Ohio
$308K +$14.3K +262 +5%
GKWIM
682
Gerber Kawasaki Wealth & Investment Management
California
$304K -$5.14K -94 -2%
HH
683
Hilltop Holdings
Texas
$302K -$10.5K -192 -3%
SFS
684
Stiles Financial Services
Minnesota
$300K -$13.7K -250 -4%
MF
685
Magnetar Financial
Illinois
$300K -$87.1K -1,591 -22%
RCM
686
RB Capital Management
Nevada
$300K +$36.6K +668 +14%
MMCM
687
Murphy & Mullick Capital Management
New York
$299K +$19.4K +355 +7%
CPL
688
CAP Partners LLC
Tennessee
$297K -$56.3K -1,029 -16%
CGH
689
Crossmark Global Holdings
Texas
$296K +$99.1K +1,811 +50%
AC
690
Avestar Capital
New York
$295K -$17.8K -326 -6%
FAIM
691
Financial Advocates Investment Management
Washington
$294K +$19.4K +355 +7%
LCM
692
LCM Capital Management
Illinois
$293K
NG
693
Norden Group
Utah
$291K +$159K +2,913 +121%
WP
694
Woodline Partners
California
$289K +$124K +2,269 +75%
Fisher Asset Management
695
Fisher Asset Management
Washington
$288K +$152K +2,773 +112%
CC
696
Callan Capital
California
$287K -$14.2K -259 -5%
CSP
697
Cary Street Partners
Virginia
$285K -$8.26K -151 -3%
WCM
698
Washington Capital Management
Washington
$285K +$285K +5,200 New
GAM
699
Grandview Asset Management
Pennsylvania
$284K
AF
700
Allworth Financial
California
$282K -$9.38K -176 -3%