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Trade Desk

1,029 hedge funds and large institutions have $18.7B invested in Trade Desk in 2025 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 427 increasing their positions, 343 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-164
Holders Change %
-13.75%
% of All Funds
13.98%
Holding in Top 10
9
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-64%
% of All Funds
0.12%
New
146
Increased
427
Reduced
343
Closed
290
Calls
$1,000M
Puts
$905M
Net Calls
+$95.1M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Shares
Change %
HWP
801
Highline Wealth Partners
California
$117K -$1.2K -22 -1%
CBT
802
Crews Bank & Trust
Florida
$112K
SW
803
SVB Wealth
Massachusetts
$111K -$124K -2,257 -53%
WTFG
804
Wood Tarver Financial Group
Idaho
$110K +$54.7K +1,000 +100%
CLOS
805
Compagnie Lombard Odier SCmA
Switzerland
$109K -$6.73K -123 -6%
AFS
806
Anderson Financial Strategies
Ohio
$109K +$109K +2,000 New
Bank Julius Baer & Co
807
Bank Julius Baer & Co
Switzerland
$105K -$2.6K -42 -2%
AAG
808
Armstrong Advisory Group
Massachusetts
$105K
WT
809
Whittier Trust
California
$105K +$47.3K +864 +82%
BOTPPF
810
Board of the Pension Protection Fund
United Kingdom
$104K +$104K +1,900 New
AWM
811
Abound Wealth Management
Tennessee
$103K -$55 -1 -0.1%
C
812
Covestor
United Kingdom
$103K +$5.35K +98 +5%
BIG
813
Brooklyn Investment Group
New York
$101K -$18.4K -337 -15%
LC
814
Lindbrook Capital
California
$96.4K -$41.8K -763 -30%
TIM
815
Thompson Investment Management
Wisconsin
$95.7K +$2.19K +40 +2%
SBFM
816
S-Bank Fund Management
Finland
$95.6K +$95.6K +1,747 New
GI
817
GAMMA Investing
California
$92K -$34.6K -632 -27%
UB
818
UMB Bank
Missouri
$89.3K +$47K +858 +111%
HCM
819
Hollencrest Capital Management
California
$83.9K +$31.9K +583 +61%
AWM
820
Avondale Wealth Management
Texas
$82.1K
RDFA
821
Ritter Daniher Financial Advisory
Ohio
$80.8K -$1.53K -28 -2%
SOW
822
State of Wyoming
Wyoming
$80.4K +$80.4K +1,469 New
S
823
Sachetta
Massachusetts
$79.3K -$30.6K -560 -28%
ADL
824
Asset Dedication LLC
California
$72.5K -$7.39K -135 -9%
WTC
825
WhitTier Trust Company
Nevada
$69.4K -$8.54K -156 -11%