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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
UOTTAIMCU
826
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.2K +$18.4K +290 New
HFS
827
Hughes Financial Services
Virginia
$13.9K +$14.6K +230 +250%
SA
828
SRH Advisors
Kansas
$13.7K
JWA
829
JFS Wealth Advisors
Pennsylvania
$13.6K -$12.9K -204 -42%
WB
830
Webster Bank
Connecticut
$13.5K -$13.5K -212 -44%
HWM
831
Hemington Wealth Management
Virginia
$13K -$2.79K -44 -14%
PMFA
832
Plante Moran Financial Advisors
Michigan
$12.7K +$635 +10 +4%
NFSG
833
Newbridge Financial Services Group
Florida
$12.3K -$36.9K -581 -70%
MA
834
MCF Advisors
Kentucky
$12K +$6.47K +102 +71%
BP
835
BNP Paribas
France
$11.8K
MG
836
Mather Group
Illinois
$11.8K +$15.2K +240 New
CA
837
Crewe Advisors
Utah
$11.4K +$14.8K +233 New
CCA
838
Catalyst Capital Advisors
New York
$10.9K -$3.24K -51 -19%
MCA
839
Midwest Capital Advisors
Michigan
$10.8K
C
840
Covestor
United Kingdom
$10K -$209K -3,288 -94%
GKIM
841
GW&K Investment Management
Massachusetts
$10K -$15.6K -246 -56%
OA
842
Operose Advisors
Wisconsin
$9.8K
EWM
843
Evermay Wealth Management
Virginia
$9.75K
AIM
844
Anchor Investment Management
South Carolina
$9.31K
ST
845
Smithfield Trust
Pennsylvania
$9K -$6.98K -110 -34%
FWA
846
Flagship Wealth Advisors
Massachusetts
$8.97K +$11.6K +183 New
FC
847
Financial Consulate
Maryland
$8.82K +$11.4K +180 New
TFA
848
Transamerica Financial Advisors
Florida
$8.7K -$1.76M -27,788 -99%
BIA
849
Bell Investment Advisors
California
$8.68K -$3.17K -50 -22%
DWM
850
Darwin Wealth Management
Florida
$8.58K +$11.1K +175 New