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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
OA
801
Operose Advisors
Wisconsin
$7.59K
PUI
802
Purpose Unlimited Inc
$7.48K +$8.73K +197 New
MAM
803
Meeder Asset Management
Ohio
$7.33K -$6.07K -137 -42%
AIM
804
Anchor Investment Management
South Carolina
$7.21K
C
805
Covestor
United Kingdom
$7K -$133 -3 -2%
IIM
806
IFC & Insurance Marketing
California
$7K +$8.2K +185 New
FC
807
Financial Consulate
Maryland
$6.83K
OCM
808
Osbon Capital Management
Massachusetts
$6.79K +$7.93K +179 New
DWM
809
Darwin Wealth Management
Florida
$6.64K
CCA
810
Catalyst Capital Advisors
New York
$6.61K -$2.17K -49 -22%
CT
811
Colonial Trust
South Carolina
$6.53K -$8.87K -200 -54%
CW
812
Curio Wealth
Maryland
$6.14K +$7.14K +161 New
HBW
813
Hazlett, Burt & Watson
West Virginia
$6K
RDFA
814
Ritter Daniher Financial Advisory
Ohio
$5.73K -$58.8K -1,326 -90%
NFSG
815
Newbridge Financial Services Group
Florida
$5.69K -$4.43K -100 -40%
SL
816
Salomon & Ludwin
Virginia
$5.66K +$2.88K +65 +86%
EPAM
817
Evelyn Partners Asset Management
$5.39K
GBT
818
Grove Bank & Trust
Florida
$5.39K
AFC
819
Ares Financial Consulting
California
$5.39K +$6.29K +142 New
LWMI
820
Legacy Wealth Management (Idaho)
Idaho
$5.24K +$2.04K +46 +50%
CAIM
821
Catherine Avery Investment Management
Florida
$5.16K
DWM
822
Dogwood Wealth Management
Kansas
$5.01K -$975 -22 -14%
GSWM
823
Golden State Wealth Management
California
$4.93K +$3.99K +90 +225%
BCM
824
Blume Capital Management
California
$4.75K
TFA
825
Transamerica Financial Advisors
Florida
$4.45K -$2.7K -61 -34%