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Trade Desk

939 hedge funds and large institutions have $13.8B invested in Trade Desk in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 252 increasing their positions, 405 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 82.57%82.19% (-0.38%)

3% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 178

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.28B

2% less funds holding

Funds holding: 962939 (-23)

24% less capital invested

Capital invested by funds: $18.1B → $13.8B (-$4.27B)

38% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 405

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
939
Holders Change
-23
Holders Change %
-2.39%
% of All Funds
11.42%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
173
Increased
252
Reduced
405
Closed
178
Calls
$1.21B
Puts
$1.28B
Net Calls
-$65.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
851
Cullen/Frost Bankers
Texas
$2.5K +$2.93K +66 New
M
852
MOTCO
Texas
$2.39K
TWM
853
Tripletail Wealth Management
Florida
$2.39K
WB
854
Webster Bank
Connecticut
$2.35K -$9.44K -213 -77%
DF
855
DecisionPoint Financial
Arizona
$2.28K
WBC
856
West Branch Capital
Massachusetts
$2.28K
VR
857
Vision Retirement
New Jersey
$2.28K +$2.66K +60 New
LWM
858
Lodestone Wealth Management
Washington
$2.16K +$2.53K +57 New
CPG
859
Cornerstone Planning Group
New Jersey
$2.1K +$2.26K +51 +340%
S
860
Sachetta
Massachusetts
$2.09K -$77.5K -1,748 -97%
AF
861
Aviso Financial
Ontario, Canada
$1.9K
BT
862
Banque Transatlantique
France
$1.9K
KB
863
Kimelman & Baird
New York
$1.9K
AEPWM
864
Atlantic Edge Private Wealth Management
Florida
$1.9K +$2.22K +50 New
ME
865
McIlrath & Eck
Washington
$1.9K +$2.22K +50 New
VWWMG
866
Vermillion & White Wealth Management Group
Pennsylvania
$1.9K +$2.22K +50 New
T
867
Tidemark
California
$1.82K -$39.7K -895 -95%
B
868
Bayban
Minnesota
$1.78K +$2.08K +47 New
WA
869
WPG Advisers
Maryland
$1.71K -$576 -13 -22%
WIM
870
Westside Investment Management
California
$1.7K
PWMG
871
Private Wealth Management Group
New Jersey
$1.67K -$5.54K -125 -74%
CIAS
872
CBIZ Investment Advisory Services
Ohio
$1.63K -$2.35K -53 -55%
PS
873
PayPay Securities
Japan
$1.63K -$488 -11 -20%
DFC
874
DB Fitzpatrick & Co
Idaho
$1.56K +$222 +5 +14%
TCM
875
Tradewinds Capital Management
Washington
$1.52K -$22.2K -500 -93%