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Trade Desk

1,054 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, 410 increasing their positions, 352 reducing their positions, and 131 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:

2% more funds holding

Funds holding: 1,0291,054 (+25)

1.37% more ownership

Funds ownership: 75.5%76.88% (+1.4%)

5% more call options, than puts

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

Holders
1,054
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
BA
751
Bridgewater Advisors
New York
$271K
FIA
752
Foundations Investment Advisors
Arizona
$270K
FCH
753
Freestone Capital Holdings
Washington
$270K
BA
754
Bristlecone Advisors
Washington
$265K
ET
755
Equitable Trust
Tennessee
$265K
NP
756
NorthRock Partners
Minnesota
$261K
IB
757
Intrust Bank
Kansas
$261K
CA
758
CoreCap Advisors
Michigan
$260K
EWM
759
Evercore Wealth Management
New York
$259K
SA
760
Sovran Advisors
California
$258K
Balyasny Asset Management
761
Balyasny Asset Management
Illinois
$258K
LCWP
762
Legacy Capital Wealth Partners
Arkansas
$258K
FFA
763
Founders Financial Alliance
North Carolina
$257K
FLPIM
764
F.L. Putnam Investment Management
Massachusetts
$255K
MIM
765
Morningstar Investment Management
Illinois
$255K
WWM
766
Western Wealth Management
Colorado
$253K
KAS
767
KPP Advisory Services
Kentucky
$252K
LFG
768
Larson Financial Group
Missouri
$252K
C
769
Covestor
United Kingdom
$251K
SWP
770
Strategic Wealth Partners
Ohio
$251K
PCM
771
Polymer Capital Management
New York
$249K
I
772
InceptionR
California
$248K
BBA
773
BLB&B Advisors
Pennsylvania
$247K
PG
774
Prostatis Group
Maryland
$246K
LS
775
Livforsakringsbolaget Skandia
Sweden
$245K