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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
PWMG
851
Private Wealth Management Group
New Jersey
$8.28K
AWM
852
Activest Wealth Management
Florida
$8.03K -$46.3K -730 -82%
KG
853
Kilter Group
New York
$7.74K +$1.71K +27 +21%
DWM
854
Dogwood Wealth Management
Kansas
$7.55K -$4K -63 -29%
NB
855
NBT Bank
New York
$7.4K +$9.58K +151 New
SSG
856
Summit Securities Group
New York
$7.11K -$2.35K -37 -20%
HBW
857
Hazlett, Burt & Watson
West Virginia
$7K +$9.52K +150 New
GBT
858
Grove Bank & Trust
Florida
$6.96K
EPAM
859
Evelyn Partners Asset Management
$6.96K +$9.01K +142 New
CAIM
860
Catherine Avery Investment Management
Florida
$6.67K +$8.63K +136 New
BCM
861
Blume Capital Management
California
$6.13K -$1.33K -21 -14%
FP
862
Financial Perspectives
Minnesota
$6.08K
PWA
863
Physician Wealth Advisors
Utah
$5.88K -$1.52K -24 -17%
FLP
864
Financial Life Planners
Arizona
$5.88K +$7.61K +120 New
IW
865
Imprint Wealth
South Carolina
$5.49K +$7.11K +112 New
FFO
866
Fortitude Family Office
Arizona
$5.29K -$1.9K -30 -22%
SWIM
867
Smallwood Wealth Investment Management
New Jersey
$4.9K -$6.34K -100 -50%
BFS
868
Burkett Financial Services
South Carolina
$4.9K
IWM
869
Inlight Wealth Management
Georgia
$4.9K
CTA
870
Colonial Trust Advisors
South Carolina
$4.9K +$6.34K +100 New
TTIC
871
Tower Trust & Investment Company
Iowa
$4.9K
CIAS
872
CBIZ Investment Advisory Services
Ohio
$4.71K +$1.52K +24 +33%
HHMI
873
Howard Hughes Medical Institute
Maryland
$4.66K +$6.03K +95 New
MHR
874
Matthew Hamilton Rosenberg
$4.56K
LWMI
875
Legacy Wealth Management (Idaho)
Idaho
$4.51K