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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 %
BB
701
Bell Bank
North Dakota
$340K -$6.34K -88 -2%
VWM
702
Venturi Wealth Management
Texas
$338K -$82.2K -1,142 -20%
LIM
703
Loudon Investment Management
New Hampshire
$338K
AWM
704
Aries Wealth Management
Maine
$338K
FSA
705
Fort Sheridan Advisors
Illinois
$338K +$338K +4,700 New
AC
706
AlphaCore Capital
California
$336K +$336K +4,674 New
FWM
707
Focused Wealth Management
New York
$333K -$2.59K -36 -0.8%
IC
708
Iconiq Capital
California
$333K +$333K +4,627 New
GKWIM
709
Gerber Kawasaki Wealth & Investment Management
California
$333K -$67.7K -940 -17%
VCM
710
Virtue Capital Management
Tennessee
$330K +$5.69K +79 +2%
AAP
711
Arax Advisory Partners
Colorado
$328K +$175K +2,426 +114%
ACI
712
Alpha Cubed Investments
California
$328K -$11.4K -158 -3%
AWM
713
AE Wealth Management
Kansas
$328K +$16.9K +235 +5%
FFA
714
Farther Finance Advisors
California
$327K +$44.6K +620 +16%
SQA
715
Simon Quick Advisors
New Jersey
$324K -$7.06K -98 -2%
BWFA
716
Baltimore-Washington Financial Advisors
Maryland
$323K
HPIA
717
Hamilton Point Investment Advisors
North Carolina
$323K
AWM
718
Atticus Wealth Management
Florida
$321K -$49.5K -687 -13%
CWG
719
Cornerstone Wealth Group
North Carolina
$321K +$8.78K +122 +3%
CI
720
Cigna Investments
Connecticut
$318K -$4.53K -63 -1%
DI
721
DDFG Inc
California
$317K
BJL
722
Brighton Jones LLC
Washington
$315K -$2.59K -36 -0.8%
ICP
723
Interchange Capital Partners
Pennsylvania
$313K +$26.2K +364 +9%
OWMIAS
724
One Wealth Management Investment & Advisory Services
Florida
$312K -$2.81K -39 -0.9%
OCM
725
One Capital Management
California
$312K -$1.87K -26 -0.6%