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Trade Desk

939 hedge funds and large institutions have $13.8B invested in Trade Desk in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 252 increasing their positions, 405 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 82.57%82.19% (-0.38%)

3% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 178

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.28B

2% less funds holding

Funds holding: 962939 (-23)

24% less capital invested

Capital invested by funds: $18.1B → $13.8B (-$4.27B)

38% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 405

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
939
Holders Change
-23
Holders Change %
-2.39%
% of All Funds
11.42%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
173
Increased
252
Reduced
405
Closed
178
Calls
$1.21B
Puts
$1.28B
Net Calls
-$65.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
726
MCF Advisors
Kentucky
$38.9K +$34.5K +779 +318%
RF
727
Roxbury Financial
New Jersey
$38.9K -$122K -2,749 -73%
TFA
728
Toth Financial Advisory
Virginia
$38K -$8.87K -200 -17%
KPP
729
Kings Path Partners
Texas
$38K +$44.3K +1,000 New
QL
730
Quarry LP
New York
$36.9K +$43.1K +973 New
BTC
731
Bank & Trust Company
Illinois
$36.4K
LI
732
LRI Investments
Florida
$36.1K
BC
733
Bayforest Capital
United Kingdom
$34.8K +$40.6K +917 New
CFO
734
CVA Family Office
Colorado
$34.1K +$15.2K +344 +62%
CI
735
CX Institutional
Indiana
$32K +$20.2K +455 +116%
AFG
736
Albion Financial Group
Utah
$30.4K +$35.5K +800 New
ATC
737
Adirondack Trust Company
New York
$30.4K
EWA
738
EverSource Wealth Advisors
Alabama
$29.8K -$1.11K -25 -3%
PH
739
Pinnacle Holdings
Oklahoma
$29.7K -$4.43K -100 -11%
VCM
740
Versant Capital Management
Arizona
$28.9K +$10.6K +238 +45%
EWP
741
Elevation Wealth Partners
California
$27.3K +$30.6K +691 +2,383%
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.9K -$798 -18 -2%
PTC
743
Private Trust Company
Ohio
$25.9K -$1.91K -43 -6%
TC
744
Truvestments Capital
Florida
$25.4K -$17.8K -401 -37%
OP
745
ORG Partners
Indiana
$25.1K +$3.46K +78 +13%
SSG
746
Summit Securities Group
New York
$24.8K +$22.6K +509 +351%
GA
747
GoalVest Advisory
New York
$24.4K
WTC
748
WhitTier Trust Company
Nevada
$23.8K -$27K -610 -50%
DE
749
DV Equities
Illinois
$23.4K +$27.3K +616 New
AS
750
Altshuler Shaham
Israel
$22.8K +$26.6K +600 New