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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
OL
751
OneFund LLC
Florida
$59.2K
KFI
752
Key Financial Inc
Pennsylvania
$59.2K
TFA
753
Toth Financial Advisory
Virginia
$58.8K
SIM
754
Sentry Investment Management
Wisconsin
$58K
ACM
755
Anfield Capital Management
California
$54K
TC
756
Truvestments Capital
Florida
$52.4K
BTC
757
Bank & Trust Company
Illinois
$47K
LI
758
LRI Investments
Florida
$46.6K
T
759
Tidemark
California
$46.2K
SWP
760
Strategic Wealth Partners
Ohio
$44.6K
PH
761
Pinnacle Holdings
Oklahoma
$43.2K
PWA
762
Provenance Wealth Advisors
Florida
$42.9K
CJ
763
Caitlin John
Michigan
$41.1K
SIC
764
Salem Investment Counselors
North Carolina
$39.9K
EWA
765
EverSource Wealth Advisors
Alabama
$39.6K
ATC
766
Adirondack Trust Company
New York
$39.2K
YDMI
767
Y.D. More Investments
Israel
$37.8K
BI
768
Binnacle Investments
Iowa
$37.1K
PB
769
Pinnacle Bancorp
Nebraska
$35.7K
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.6K
PTC
771
Private Trust Company
Ohio
$35.5K
SCM
772
Sterling Capital Management
North Carolina
$35.4K
IUHSA
773
Itau Unibanco Holding S.A.
Brazil
$35.1K
QC
774
Quent Capital
New York
$32.2K
GA
775
GoalVest Advisory
New York
$31.5K