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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.1%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
352
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
751
Bridgewater Advisors
New York
$271K +$271K +3,209 New
FIA
752
Foundations Investment Advisors
Arizona
$270K +$270K +3,755 New
FCH
753
Freestone Capital Holdings
Washington
$270K -$83.4K -1,158 -24%
BA
754
Bristlecone Advisors
Washington
$265K -$2.52M -34,942 -90%
ET
755
Equitable Trust
Tennessee
$265K
NP
756
NorthRock Partners
Minnesota
$261K -$43.1K -598 -14%
IB
757
Intrust Bank
Kansas
$261K +$261K +3,626 New
CA
758
CoreCap Advisors
Michigan
$260K +$76.2K +1,059 +41%
EWM
759
Evercore Wealth Management
New York
$259K +$259K +3,593 New
SA
760
Sovran Advisors
California
$258K +$258K +3,491 New
Balyasny Asset Management
761
Balyasny Asset Management
Illinois
$258K -$159K -2,211 -38%
LCWP
762
Legacy Capital Wealth Partners
Arkansas
$258K +$258K +3,580 New
FFA
763
Founders Financial Alliance
North Carolina
$257K +$257K +3,570 New
FLPIM
764
F.L. Putnam Investment Management
Massachusetts
$255K +$255K +3,548 New
MIM
765
Morningstar Investment Management
Illinois
$255K +$255K +3,546 New
WWM
766
Western Wealth Management
Colorado
$253K +$253K +3,517 New
KAS
767
KPP Advisory Services
Kentucky
$252K +$252K +3,506 New
LFG
768
Larson Financial Group
Missouri
$252K +$71.3K +991 +39%
C
769
Covestor
United Kingdom
$251K +$115K +1,601 +85%
SWP
770
Strategic Wealth Partners
Ohio
$251K +$251K +3,484 New
PCM
771
Polymer Capital Management
New York
$249K +$249K +3,460 New
I
772
InceptionR
California
$248K -$63.9K -887 -21%
BBA
773
BLB&B Advisors
Pennsylvania
$247K -$16.2K -225 -6%
PG
774
Prostatis Group
Maryland
$246K +$246K +3,414 New
LS
775
Livforsakringsbolaget Skandia
Sweden
$245K