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Trade Desk

960 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 248 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

29% less capital invested

Capital invested by funds: $25.3B → $18B (-$7.24B)

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: 248

Holders
960
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71B
Puts
$1.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
826
SRH Advisors
Kansas
$13.7K
JWA
827
JFS Wealth Advisors
Pennsylvania
$13.6K
WB
828
Webster Bank
Connecticut
$13.5K
HWM
829
Hemington Wealth Management
Virginia
$13K
PMFA
830
Plante Moran Financial Advisors
Michigan
$12.7K
NFSG
831
Newbridge Financial Services Group
Florida
$12.3K
MA
832
MCF Advisors
Kentucky
$12K
BP
833
BNP Paribas
France
$11.8K
MG
834
Mather Group
Illinois
$11.8K
CA
835
Crewe Advisors
Utah
$11.4K
CCA
836
Catalyst Capital Advisors
New York
$10.9K
MCA
837
Midwest Capital Advisors
Michigan
$10.8K
C
838
Covestor
United Kingdom
$10K
GKIM
839
GW&K Investment Management
Massachusetts
$10K
OA
840
Operose Advisors
Wisconsin
$9.8K
EWM
841
Evermay Wealth Management
Virginia
$9.75K
AIM
842
Anchor Investment Management
South Carolina
$9.31K
ST
843
Smithfield Trust
Pennsylvania
$9K
FWA
844
Flagship Wealth Advisors
Massachusetts
$8.97K
FC
845
Financial Consulate
Maryland
$8.82K
TFA
846
Transamerica Financial Advisors
Florida
$8.7K
BIA
847
Bell Investment Advisors
California
$8.68K
DWM
848
Darwin Wealth Management
Florida
$8.58K
PWMG
849
Private Wealth Management Group
New Jersey
$8.28K
AWM
850
Activest Wealth Management
Florida
$8.03K