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Trade Desk

1,056 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 410 increasing their positions, 353 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more funds holding

Funds holding: 1,0291,056 (+27)

1.37% more ownership

Funds ownership: 75.5%76.88% (+1.4%)

5% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.46B

Holders
1,056
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$1.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
726
One Capital Management
California
$312K
CAS
727
CTC Alternative Strategies
Illinois
$310K
BPC
728
Banque Pictet & Cie
Switzerland
$309K
AFO
729
Arrowroot Family Office
California
$308K
SWP
730
Sagespring Wealth Partners
Tennessee
$308K
DC
731
Davenport & Co
Virginia
$304K
PGWM
732
Parisi Gray Wealth Management
New Jersey
$303K
GCP
733
Gill Capital Partners
Colorado
$303K
CWM
734
Cornerstone Wealth Management
Missouri
$303K
HWAM
735
Hennion & Walsh Asset Management
New Jersey
$302K
OL
736
one8zero8 LLC
North Carolina
$302K
LWANC
737
Laurel Wealth Advisors (North Carolina)
North Carolina
$300K
BFC
738
Bedel Financial Consulting
Indiana
$299K
FWP
739
FAS Wealth Partners
Kansas
$297K
RF
740
Roxbury Financial
New Jersey
$297K
FFN
741
Focus Financial Network
Minnesota
$295K
PTC
742
Petrus Trust Company
Texas
$294K
FCM
743
Fairbanks Capital Management
California
$288K
MIM
744
Montgomery Investment Management
Maryland
$288K
EA
745
Emerald Advisers
Pennsylvania
$282K
TPA
746
Trivium Point Advisory
Connecticut
$281K
CW
747
CreativeOne Wealth
Kansas
$278K
MWM
748
Mattern Wealth Management
Kansas
$275K
SIMG
749
Sonora Investment Management Group
Arizona
$274K
LCM
750
Landscape Capital Management
New Jersey
$273K