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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.1%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
352
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
851
Ameritas Advisory Services
Nebraska
$96.8K +$96.8K +1,344 New
EWA
852
EverSource Wealth Advisors
Alabama
$95.8K +$9.65K +134 +11%
TIM
853
Thompson Investment Management
Wisconsin
$95.4K -$30.6K -425 -24%
ADL
854
Asset Dedication LLC
California
$92.4K -$2.88K -40 -3%
WTC
855
WhitTier Trust Company
Nevada
$87.3K -$4.03K -56 -4%
KFI
856
Key Financial Inc
Pennsylvania
$87K
TFA
857
Toth Financial Advisory
Virginia
$86.4K
BBHC
858
Brown Brothers Harriman & Co
New York
$84.4K +$18.1K +252 +27%
ACM
859
Anfield Capital Management
California
$79.3K
1IA
860
1620 Investment Advisors
Massachusetts
$78.8K +$144 +2 +0.2%
Optiver Holding
861
Optiver Holding
Netherlands
$78.6K +$64.4K +895 +454%
BTC
862
Bank & Trust Company
Illinois
$69.1K
LI
863
LRI Investments
Florida
$68.4K -$7.99K -111 -10%
AWM
864
Activest Wealth Management
Florida
$64.4K +$64.4K +894 New
PWA
865
Provenance Wealth Advisors
Florida
$63.1K
A
866
Allianz
Germany
$60.5K -$525K -7,292 -90%
NFSG
867
Newbridge Financial Services Group
Florida
$59.8K +$11.6K +161 +24%
SIC
868
Salem Investment Counselors
North Carolina
$58.7K -$1.87K -26 -3%
TSMHT
869
Thurston Springer Miller Herd & Titak
Indiana
$58.2K +$2.16K +30 +4%
ATC
870
Adirondack Trust Company
New York
$57.6K
BCM
871
Berbice Capital Management
New York
$54K
ABWM
872
Alpine Bank Wealth Management
Colorado
$54K +$8.14K +113 +18%
PB
873
Pinnacle Bancorp
Nebraska
$52.4K
MCM
874
Manchester Capital Management
Vermont
$52.2K -$10.6K -147 -17%
SCM
875
Sterling Capital Management
North Carolina
$51.9K -$3.32M -46,115 -98%