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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
TSMHT
751
Thurston Springer Miller Herd & Titak
Indiana
$22.1K +$25.8K +583 New
APW
752
Aventura Private Wealth
Florida
$21.1K -$45.6K -1,028 -65%
ZBNA
753
Zions Bancorporation, National Association
Utah
$20.5K -$469K -10,586 -95%
RF
754
Rossby Financial
Florida
$20.3K +$2.93K +66 +14%
ANBT
755
American National Bank & Trust
Texas
$19.2K
PWAM
756
Private Wealth Asset Management
Iowa
$19.1K
CWM
757
Consultiva Wealth Management
Puerto Rico
$19K
ECM
758
Estabrook Capital Management
New York
$19K
CP
759
Camelot Portfolios
Ohio
$19K +$22.2K +500 New
EW
760
Elyxium Wealth
California
$18.6K +$21.8K +491 New
NL
761
Navalign LLC
California
$17.6K +$20.5K +463 New
QC
762
Quent Capital
New York
$17.2K -$9.04K -204 -31%
MCM
763
Manchester Capital Management
Vermont
$17.1K +$1.73K +39 +9%
NEWAS
764
N.E.W. Advisory Services
Wisconsin
$16.7K +$665 +15 +4%
RAM
765
Reflection Asset Management
South Carolina
$16.4K +$19.1K +432 New
AA
766
Ancora Advisors
Ohio
$16.4K -$1.11K -25 -5%
TFIPS
767
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.3K
SEP
768
Signature Equity Partners
Ohio
$15.9K +$18.5K +418 New
DT
769
DV Trading
Illinois
$15.7K +$18.4K +414 New
RFP
770
Root Financial Partners
California
$15.7K -$5.54K -125 -23%
FDW
771
Fourth Dimension Wealth
Ohio
$15.6K
YDMI
772
Y.D. More Investments
Israel
$15.2K -$16.4K -369 -48%
GKIM
773
GW&K Investment Management
Massachusetts
$15K +$8.95K +202 +103%
PWPS
774
Pinnacle Wealth Planning Services
Ohio
$15K +$17.5K +395 New
RIL
775
Rothschild Investment LLC
Illinois
$14.6K -$421K -9,498 -96%