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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
CWG
676
Cornerstone Wealth Group
North Carolina
$231K +$16.3K +257 +6%
AWM
677
Aries Wealth Management
Maine
$230K
FSA
678
Fort Sheridan Advisors
Illinois
$230K
LIM
679
Loudon Investment Management
New Hampshire
$230K
SI
680
Sava Infond
Slovenia
$230K +$190K +3,000 +176%
SIMG
681
Sonora Investment Management Group
Arizona
$227K +$51.7K +815 +21%
FWP
682
FAS Wealth Partners
Kansas
$226K +$31.7K +500 +12%
AC
683
AlphaCore Capital
California
$226K -$4.57K -72 -2%
RWMG
684
Redwood Wealth Management Group
New Jersey
$225K -$19.7K -310 -6%
BRWM
685
Blue Rock Wealth Management
North Carolina
$223K
CC
686
Corton Capital
Ontario, Canada
$222K +$288K +4,533 New
HPIA
687
Hamilton Point Investment Advisors
North Carolina
$220K +$63 +1 +0%
WPC
688
Wedmont Private Capital
Pennsylvania
$219K -$35.5K -560 -12%
GT
689
Greenleaf Trust
Michigan
$218K +$76.3K +1,203 +37%
OCM
690
One Capital Management
California
$218K +$7.36K +116 +3%
ACI
691
Alpha Cubed Investments
California
$216K -$9.9K -156 -3%
PA
692
Procyon Advisors
Connecticut
$215K -$71.4K -1,126 -20%
CA
693
CoreCap Advisors
Michigan
$214K +$47.7K +751 +21%
CI
694
Cigna Investments
Connecticut
$214K -$3.93K -62 -1%
BB
695
Bell Bank
North Dakota
$212K -$24.7K -389 -8%
OWMIAS
696
One Wealth Management Investment & Advisory Services
Florida
$211K -$2.22K -35 -0.8%
TFS
697
Thoroughbred Financial Services
Tennessee
$210K -$1.06M -16,769 -80%
BJL
698
Brighton Jones LLC
Washington
$208K -$7.68K -121 -3%
SWP
699
Sagespring Wealth Partners
Tennessee
$208K -$2.16K -34 -0.8%
MYAM
700
Meiji Yasuda Asset Management
Japan
$207K +$69.5K +1,095 +35%