TTD icon

Trade Desk

1,058 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, 411 increasing their positions, 352 reducing their positions, and 132 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: 1,0321,058 (+26)

1.39% more ownership

Funds ownership: 75.58%76.97% (+1.4%)

5% more call options, than puts

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

Holders
1,058
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
BJL
726
Brighton Jones LLC
Washington
$315K
ICP
727
Interchange Capital Partners
Pennsylvania
$313K
OWMIAS
728
One Wealth Management Investment & Advisory Services
Florida
$312K
OCM
729
One Capital Management
California
$312K
CAS
730
CTC Alternative Strategies
Illinois
$310K
BPC
731
Banque Pictet & Cie
Switzerland
$309K
AFO
732
Arrowroot Family Office
California
$308K
SWP
733
Sagespring Wealth Partners
Tennessee
$308K
DC
734
Davenport & Co
Virginia
$304K
PGWM
735
Parisi Gray Wealth Management
New Jersey
$303K
GCP
736
Gill Capital Partners
Colorado
$303K
CWM
737
Cornerstone Wealth Management
Missouri
$303K
HWAM
738
Hennion & Walsh Asset Management
New Jersey
$302K
OL
739
one8zero8 LLC
North Carolina
$302K
BFC
740
Bedel Financial Consulting
Indiana
$299K
FWP
741
FAS Wealth Partners
Kansas
$297K
RF
742
Roxbury Financial
New Jersey
$297K
FFN
743
Focus Financial Network
Minnesota
$295K
PTC
744
Petrus Trust Company
Texas
$294K
FCM
745
Fairbanks Capital Management
California
$288K
MIM
746
Montgomery Investment Management
Maryland
$288K
EA
747
Emerald Advisers
Pennsylvania
$282K
TPA
748
Trivium Point Advisory
Connecticut
$281K
CW
749
CreativeOne Wealth
Kansas
$278K
MWM
750
Mattern Wealth Management
Kansas
$275K