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Trade Desk

962 hedge funds and large institutions have $18.1B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 341 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.4% more ownership

Funds ownership: 77.17%82.57% (+5.4%)

2% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 341

2% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.75B

10% less funds holding

Funds holding: 1,072962 (-110)

29% less capital invested

Capital invested by funds: $25.3B → $18.1B (-$7.25B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

40% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 250

Holders
962
Holders Change
-110
Holders Change %
-10.26%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
150
Increased
347
Reduced
341
Closed
250
Calls
$1.71B
Puts
$1.75B
Net Calls
-$36.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
751
Thompson Investment Management
Wisconsin
$65K
WTC
752
WhitTier Trust Company
Nevada
$62.4K -$127 -2 -0.2%
ADL
753
Asset Dedication LLC
California
$62.1K -$1.01K -16 -1%
BTI
754
Blue Trust Inc
Georgia
$62.1K -$326K -5,139 -80%
VWM
755
Vermillion Wealth Management
Minnesota
$61.3K +$47.6K +750 +150%
AAS
756
Ameritas Advisory Services
Nebraska
$60.8K -$6.6K -104 -8%
SIC
757
SJS Investment Consulting
Ohio
$59.6K +$64.8K +1,022 +524%
OL
758
OneFund LLC
Florida
$59.2K +$76.7K +1,208 New
KFI
759
Key Financial Inc
Pennsylvania
$59.2K -$571 -9 -0.7%
TFA
760
Toth Financial Advisory
Virginia
$58.8K
SIM
761
Sentry Investment Management
Wisconsin
$58K +$67.8K +1,068 New
ACM
762
Anfield Capital Management
California
$54K
TC
763
Truvestments Capital
Florida
$52.4K -$92.6K -1,459 -58%
BTC
764
Bank & Trust Company
Illinois
$47K
LI
765
LRI Investments
Florida
$46.6K
T
766
Tidemark
California
$46.2K +$15.5K +245 +35%
SWP
767
Strategic Wealth Partners
Ohio
$44.6K -$163K -2,574 -74%
PH
768
Pinnacle Holdings
Oklahoma
$43.2K +$56K +882 New
PWA
769
Provenance Wealth Advisors
Florida
$42.9K
CJ
770
Caitlin John
Michigan
$41.1K +$53.2K +839 New
SIC
771
Salem Investment Counselors
North Carolina
$39.9K
EWA
772
EverSource Wealth Advisors
Alabama
$39.6K -$33.1K -522 -39%
ATC
773
Adirondack Trust Company
New York
$39.2K
YDMI
774
Y.D. More Investments
Israel
$37.8K +$23.4K +369 +92%
BI
775
Binnacle Investments
Iowa
$37.1K +$48K +756 New