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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 %
SAM
726
Shell Asset Management
Netherlands
$251K -$26.3K -480 -9%
MA
727
MJP Associates
Connecticut
$250K +$111K +2,035 +80%
VCM
728
Virtue Capital Management
Tennessee
$246K +$246K +4,502 New
BWFA
729
Baltimore-Washington Financial Advisors
Maryland
$245K -$1.09K -20 -0.4%
HPIA
730
Hamilton Point Investment Advisors
North Carolina
$245K
CI
731
Cigna Investments
Connecticut
$245K -$3.71K -68 -1%
BJL
732
Brighton Jones LLC
Washington
$241K -$9.79K -179 -4%
DI
733
DDFG Inc
California
$241K +$54.7K +1,000 +29%
OWMIAS
734
One Wealth Management Investment & Advisory Services
Florida
$239K +$6.9K +126 +3%
GCP
735
Gill Capital Partners
Colorado
$239K +$20.8K +380 +10%
OCM
736
One Capital Management
California
$238K -$49.6K -906 -17%
CWG
737
Cornerstone Wealth Group
North Carolina
$237K +$11.2K +205 +5%
I
738
InceptionR
California
$237K +$10.5K +192 +5%
MWM
739
Mattern Wealth Management
Kansas
$236K
AWM
740
AE Wealth Management
Kansas
$236K -$1.97K -36 -0.8%
TRCT
741
Tower Research Capital (TRC)
New York
$234K -$1.47M -27,439 -86%
BPA
742
Beacon Pointe Advisors
California
$234K +$51.4K +939 +28%
AGM
743
Alpine Global Management
New York
$234K -$188K -3,444 -45%
BOJHT
744
Bank of Jackson Hole Trust
Wyoming
$232K +$56.7K +807 +32%
V
745
ViaWealth
Kansas
$232K +$2.74K +50 +1%
BFC
746
Bedel Financial Consulting
Indiana
$231K +$39.5K +710 +21%
NP
747
NorthRock Partners
Minnesota
$231K +$16.3K +297 +8%
CWM
748
Cornerstone Wealth Management
Missouri
$230K +$11.2K +205 +5%
OL
749
one8zero8 LLC
North Carolina
$230K
OAM
750
Occidental Asset Management
California
$228K +$228K +4,168 New