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Trade Desk

951 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 343 increasing their positions, 334 reducing their positions, and 246 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:

27% less capital invested

Capital invested by funds: $24.9B → $18B (-$6.83B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 246

Holders
951
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
EPAM
851
Evelyn Partners Asset Management
$6.96K
CAIM
852
Catherine Avery Investment Management
Florida
$6.67K
BCM
853
Blume Capital Management
California
$6.13K
FP
854
Financial Perspectives
Minnesota
$6.08K
PWA
855
Physician Wealth Advisors
Utah
$5.88K
FLP
856
Financial Life Planners
Arizona
$5.88K
IW
857
Imprint Wealth
South Carolina
$5.49K
FFO
858
Fortitude Family Office
Arizona
$5.29K
SWIM
859
Smallwood Wealth Investment Management
New Jersey
$4.9K
BFS
860
Burkett Financial Services
South Carolina
$4.9K
IWM
861
Inlight Wealth Management
Georgia
$4.9K
CTA
862
Colonial Trust Advisors
South Carolina
$4.9K
TTIC
863
Tower Trust & Investment Company
Iowa
$4.9K
CIAS
864
CBIZ Investment Advisory Services
Ohio
$4.71K
HHMI
865
Howard Hughes Medical Institute
Maryland
$4.66K
MHR
866
Matthew Hamilton Rosenberg
$4.56K
LWMI
867
Legacy Wealth Management (Idaho)
Idaho
$4.51K
RA
868
Rise Advisors
New York
$4.17K
WA
869
Westfuller Advisors
New York
$4.07K
CSC
870
Caldwell Sutter Capital
California
$3.92K
SL
871
Salomon & Ludwin
Virginia
$3.92K
VFM
872
Vision Financial Markets
Connecticut
$3.68K
IRC
873
Investors Research Corp
Georgia
$3.68K
CWA
874
Carolina Wealth Advisors
South Carolina
$3.68K
YP
875
YANKCOM Partnership
South Dakota
$3.58K