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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 %
AWM
701
Atticus Wealth Management
Florida
$282K +$7.77K +142 +3%
CWMK
702
Caliber Wealth Management (Kansas)
Kansas
$279K +$279K +5,100 New
HIMC
703
Heritage Investors Management Corp
Maryland
$279K
RS
704
Rakuten Securities
Japan
$278K +$234K +4,270 +526%
MWM
705
Mindset Wealth Management
Indiana
$274K -$3.01K -55 -1%
UWP
706
Uniting Wealth Partners
Kansas
$274K +$274K +5,000 New
PFA
707
Pure Financial Advisors
California
$271K +$27.1K +495 +11%
RWMG
708
Redwood Wealth Management Group
New Jersey
$269K -$27.9K -510 -9%
FCH
709
Freestone Capital Holdings
Washington
$268K +$25.7K +470 +11%
ACA
710
Aptus Capital Advisors
Alabama
$266K +$3.34K +61 +1%
1CP
711
17 Capital Partners
Arizona
$266K +$2.74K +50 +1%
PGWM
712
Parisi Gray Wealth Management
New Jersey
$266K +$17.4K +318 +7%
AC
713
Apella Capital
Connecticut
$265K -$22.3K -412 -8%
BB
714
Bell Bank
North Dakota
$263K -$90.8K -1,659 -26%
SC
715
SouthState Corp
Florida
$262K +$116K +2,125 +80%
KPWS
716
Kestra Private Wealth Services
Texas
$262K -$409K -7,477 -61%
ONB
717
Old National Bancorp
Indiana
$260K +$55.4K +1,012 +27%
O
718
Ossiam
France
$259K -$84K -1,535 -25%
ACI
719
Alpha Cubed Investments
California
$258K -$14.9K -272 -5%
LIM
720
Loudon Investment Management
New Hampshire
$257K -$54.7K -1,000 -18%
AWM
721
Aries Wealth Management
Maine
$257K +$38.3K +700 +18%
FWM
722
Focused Wealth Management
New York
$255K -$7.66K -140 -3%
LAM
723
Lifestyle Asset Management
Texas
$255K +$129K +2,356 +102%
SQA
724
Simon Quick Advisors
New Jersey
$252K +$45.8K +837 +22%
TCM
725
Traynor Capital Management
Pennsylvania
$252K -$8.87K -162 -3%