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Trade Desk

951 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 343 increasing their positions, 334 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

27% less capital invested

Capital invested by funds: $24.9B → $18B (-$6.83B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 246

Holders
951
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71B
Puts
$1.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
726
Highline Wealth Partners
California
$102K
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$102K
LFG
728
Larson Financial Group
Missouri
$101K
CLOS
729
Compagnie Lombard Odier SCmA
Switzerland
$98K
PPA
730
Pilgrim Partners Asia
Singapore
$96.1K
HI
731
Harbour Investments
Wisconsin
$94.2K
GRP
732
Global Retirement Partners
California
$90.6K
CB
733
CNB Bank
Pennsylvania
$89.3K
1IA
734
1620 Investment Advisors
Massachusetts
$88.4K
S
735
Sachetta
Massachusetts
$88.4K
PIM
736
Plato Investment Management
Australia
$85.6K
BBHC
737
Brown Brothers Harriman & Co
New York
$78K
Bank Julius Baer & Co
738
Bank Julius Baer & Co
Switzerland
$77.8K
APW
739
Aventura Private Wealth
Florida
$77.6K
WBC
740
Westpac Banking Corp
Australia
$74.6K
RDFA
741
Ritter Daniher Financial Advisory
Ohio
$72.4K
UB
742
UMB Bank
Missouri
$65.4K
SBFM
743
S-Bank Fund Management
Finland
$65.3K
TIM
744
Thompson Investment Management
Wisconsin
$65K
WTC
745
WhitTier Trust Company
Nevada
$62.4K
ADL
746
Asset Dedication LLC
California
$62.1K
BTI
747
Blue Trust Inc
Georgia
$62.1K
VWM
748
Vermillion Wealth Management
Minnesota
$61.3K
AAS
749
Ameritas Advisory Services
Nebraska
$60.8K
SIC
750
SJS Investment Consulting
Ohio
$59.6K