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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
PA
701
PSI Advisors
Florida
$207K +$62.4K +983 +30%
PCG
702
Prosperity Consulting Group
Maryland
$206K -$214K -3,365 -44%
OL
703
one8zero8 LLC
North Carolina
$206K
CWM
704
Cornerstone Wealth Management
Missouri
$206K -$635 -10 -0.2%
FFN
705
Focus Financial Network
Minnesota
$205K +$5.14K +81 +2%
FTWA
706
Fifth Third Wealth Advisors
Ohio
$204K +$264K +4,160 New
BFC
707
Bedel Financial Consulting
Indiana
$204K
AFO
708
Arrowroot Family Office
California
$204K -$8.19K -129 -3%
FWM
709
Focused Wealth Management
New York
$200K -$34.6K -546 -12%
AT
710
Avalon Trust
New Mexico
$196K +$254K +4,008 New
SOS
711
Silver Oak Securities
Tennessee
$192K +$248K +3,913 New
GI
712
GAMMA Investing
California
$188K +$91.5K +1,442 +60%
RF
713
Roxbury Financial
New Jersey
$185K -$22K -347 -8%
SAM
714
Smartleaf Asset Management
Massachusetts
$170K +$80.1K +1,263 +59%
EA
715
Emerald Advisers
Pennsylvania
$168K -$31.7K -499 -13%
LS
716
Livforsakringsbolaget Skandia
Sweden
$167K
QCG
717
Quadrant Capital Group
Ohio
$166K +$4.44K +70 +2%
CBT
718
Crews Bank & Trust
Florida
$160K +$77.1K +1,215 +59%
GWSG
719
GPS Wealth Strategies Group
Colorado
$160K -$734K -11,562 -78%
GIM
720
Generali Investments Management
Slovenia
$151K -$993K -15,656 -84%
T
721
TOBAM
France
$150K +$194K +3,061 New
ITFISA
722
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$139K
HCM
723
Hollencrest Capital Management
California
$136K +$63.5K +1,000 +56%
AWM
724
Abound Wealth Management
Tennessee
$133K +$952 +15 +0.6%
HNB
725
Huntington National Bank
Ohio
$131K +$35.6K +561 +27%