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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
PB
776
Pinnacle Bancorp
Nebraska
$35.7K
JFGIW
777
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.6K +$2.98K +47 +7%
PTC
778
Private Trust Company
Ohio
$35.5K -$267K -4,204 -85%
SCM
779
Sterling Capital Management
North Carolina
$35.4K +$63 +1 +0.1%
IUHSA
780
Itau Unibanco Holding S.A.
Brazil
$35.1K -$254 -4 -0.6%
QC
781
Quent Capital
New York
$32.2K +$41.7K +657 New
GA
782
GoalVest Advisory
New York
$31.5K
HWM
783
HighMark Wealth Management
Minnesota
$30.7K +$14.9K +235 +49%
YAL
784
Your Advocates Ltd
Texas
$29.4K
FHC
785
First Horizon Corporation
Tennessee
$29.1K +$37.6K +593 New
PFBT
786
Parkside Financial Bank & Trust
Missouri
$28.7K
OP
787
ORG Partners
Indiana
$28.6K +$317 +5 +0.9%
SOW
788
State of Wyoming
Wyoming
$28.6K +$3.49K +55 +10%
CFO
789
CVA Family Office
Colorado
$27.2K -$6.54K -103 -16%
WANY
790
Wealthspire Advisors (New York)
New York
$26.8K +$34.6K +546 New
TCM
791
Tradewinds Capital Management
Washington
$26.5K
RFP
792
Root Financial Partners
California
$26.4K +$34.1K +538 New
VCM
793
Versant Capital Management
Arizona
$25.7K +$21.2K +334 +176%
AAG
794
Armstrong Advisory Group
Massachusetts
$25.5K -$12.7K -200 -28%
TCA
795
Trifecta Capital Advisors
Illinois
$25K
ANBT
796
American National Bank & Trust
Texas
$24.8K +$1.59K +25 +5%
PWAM
797
Private Wealth Asset Management
Iowa
$24.7K
CWM
798
Consultiva Wealth Management
Puerto Rico
$24.5K
ECM
799
Estabrook Capital Management
New York
$24.5K
FLFS
800
Family Legacy Financial Solutions
North Carolina
$24.5K +$19.7K +310 +163%