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Trade Desk

1,029 hedge funds and large institutions have $18.7B invested in Trade Desk in 2025 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 427 increasing their positions, 343 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-164
Holders Change %
-13.75%
% of All Funds
13.98%
Holding in Top 10
9
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-64%
% of All Funds
0.12%
New
146
Increased
427
Reduced
343
Closed
290
Calls
$1,000M
Puts
$905M
Net Calls
+$95.1M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
851
Berbice Capital Management
New York
$41K +$19.2K +350 +88%
PB
852
Pinnacle Bancorp
Nebraska
$39.8K +$23.5K +429 +143%
SI
853
Sava Infond
Slovenia
$38.3K
NFSG
854
Newbridge Financial Services Group
Florida
$36.7K -$7.39K -135 -17%
RI
855
Ridgewood Investments
New Jersey
$36.1K +$3.28K +60 +10%
PPC
856
Park Place Capital
Alabama
$35.3K -$123K -2,255 -78%
GA
857
GoalVest Advisory
New York
$35.1K
ABWM
858
Alpine Bank Wealth Management
Colorado
$34.9K +$34.9K +637 New
AF
859
Advisornet Financial
Minnesota
$34.8K +$8.48K +155 +32%
SFG
860
Stonebridge Financial Group
Pennsylvania
$34.2K -$118K -2,163 -78%
YAL
861
Your Advocates Ltd
Texas
$32.8K
JWA
862
JFS Wealth Advisors
Pennsylvania
$32.1K +$492 +9 +2%
VBA
863
von Borstel & Associates
Oregon
$31K +$31K +571 New
EPIMS
864
Evelyn Partners Investment Management Services
$29K +$29K +536 New
PWAM
865
Private Wealth Asset Management
Iowa
$28K +$28K +512 New
TCA
866
Trifecta Capital Advisors
Illinois
$27.9K
SFCL
867
Strengthening Families & Communities LLC
Massachusetts
$27.4K
CWM
868
Consultiva Wealth Management
Puerto Rico
$27.4K +$27.4K +500 New
CCM
869
Cloud Capital Management
Washington
$27K +$27K +507 New
FDW
870
Fourth Dimension Wealth
Ohio
$26.3K
CFO
871
CVA Family Office
Colorado
$26.2K +$1.7K +31 +7%
BCV
872
Banque Cantonale Vaudoise
Switzerland
$26K +$26K +473 New
OWA
873
Opal Wealth Advisors
New York
$24.5K +$24.5K +447 New
TCM
874
Tradewinds Capital Management
Washington
$24.1K +$10.9K +200 +83%
GKIM
875
GW&K Investment Management
Massachusetts
$24K +$21.8K +402 +1,005%