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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
CIAM
801
Caitong International Asset Management
Hong Kong
$23.3K +$22.1K +349 +275%
RF
802
Rossby Financial
Florida
$23.1K +$28.4K +448 +2,240%
BCV
803
Banque Cantonale Vaudoise
Switzerland
$23K
AA
804
Ancora Advisors
Ohio
$22.4K -$12.7K -200 -30%
TFIPS
805
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.1K
NEWAS
806
N.E.W. Advisory Services
Wisconsin
$20.8K +$27K +425 New
JWM
807
JPL Wealth Management
Colorado
$20.5K +$26.5K +418 New
MCM
808
Manchester Capital Management
Vermont
$20.2K -$19.9K -313 -43%
FDW
809
Fourth Dimension Wealth
Ohio
$20.1K
MSG
810
Main Street Group
Virginia
$19.6K
SIS
811
Sound Income Strategies
Florida
$19.2K
CI
812
CX Institutional
Indiana
$19K +$12.1K +191 +96%
BLC
813
Brown, Lisle/Cummings
Rhode Island
$18.4K
CT
814
Colonial Trust
South Carolina
$18.2K +$13.3K +209 +128%
AF
815
Advisornet Financial
Minnesota
$18.1K -$13.3K -210 -36%
A
816
Allianz
Germany
$18K -$30K -473 -56%
MA
817
Montag & Associates
Georgia
$17.4K +$2.85K +45 +15%
RWA
818
Redmont Wealth Advisors
Illinois
$17.2K +$22.3K +351 New
MAM
819
Meeder Asset Management
Ohio
$16.2K +$14.5K +228 +224%
W
820
WealthCollab
Washington
$15.6K
CH
821
Cromwell Holdings
Wyoming
$15.5K +$15.4K +242 +327%
1NWS
822
1 North Wealth Services
Maryland
$15.2K
CAM
823
Costello Asset Management
Pennsylvania
$14.7K
SGK
824
Steigerwald Gordon & Koch
Virginia
$14.7K +$19K +300 New
EFMH
825
E Fund Management (HK)
Hong Kong
$14.5K +$11K +173 +142%