TTD icon

Trade Desk

960 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 248 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

29% less capital invested

Capital invested by funds: $25.3B → $18B (-$7.24B)

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: 248

Holders
960
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71B
Puts
$1.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
676
Fort Sheridan Advisors
Illinois
$230K
AWM
677
Aries Wealth Management
Maine
$230K
SI
678
Sava Infond
Slovenia
$230K
SIMG
679
Sonora Investment Management Group
Arizona
$227K
FWP
680
FAS Wealth Partners
Kansas
$226K
AC
681
AlphaCore Capital
California
$226K
RWMG
682
Redwood Wealth Management Group
New Jersey
$225K
BRWM
683
Blue Rock Wealth Management
North Carolina
$223K
CC
684
Corton Capital
Ontario, Canada
$222K
HPIA
685
Hamilton Point Investment Advisors
North Carolina
$220K
WPC
686
Wedmont Private Capital
Pennsylvania
$219K
GT
687
Greenleaf Trust
Michigan
$218K
OCM
688
One Capital Management
California
$218K
ACI
689
Alpha Cubed Investments
California
$216K
PA
690
Procyon Advisors
Connecticut
$215K
CA
691
CoreCap Advisors
Michigan
$214K
CI
692
Cigna Investments
Connecticut
$214K
BB
693
Bell Bank
North Dakota
$212K
OWMIAS
694
One Wealth Management Investment & Advisory Services
Florida
$211K
TFS
695
Thoroughbred Financial Services
Tennessee
$210K
BJL
696
Brighton Jones LLC
Washington
$208K
SWP
697
Sagespring Wealth Partners
Tennessee
$208K
MYAM
698
Meiji Yasuda Asset Management
Japan
$207K
PA
699
PSI Advisors
Florida
$207K
PCG
700
Prosperity Consulting Group
Maryland
$206K