TTD icon

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 %
HWM
901
Hemington Wealth Management
Virginia
$15K -$3.14K -59 -17%
ST
902
Smithfield Trust
Pennsylvania
$15K
PMFA
903
Plante Moran Financial Advisors
Michigan
$13.7K
MA
904
Montag & Associates
Georgia
$13.5K -$1.37K -25 -9%
CPG
905
Cornerstone Planning Group
New Jersey
$13K +$9.27K +185 +250%
MCA
906
Midwest Capital Advisors
Michigan
$12K -$3.78K -69 -24%
NS
907
NBC Securities
Alabama
$12K +$12K +234 New
IMC
908
Investment Management Corporation
Virginia
$11.6K
PAI
909
Pittenger & Anderson Inc
Nebraska
$11.2K -$696K -12,725 -98%
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
$11.2K +$4.05K +74 +57%
SIC
911
SJS Investment Consulting
Ohio
$11.1K -$1.09K -20 -9%
CI
912
CX Institutional
Indiana
$11K +$11K +200 New
OA
913
Operose Advisors
Wisconsin
$10.9K
SWIM
914
Smallwood Wealth Investment Management
New Jersey
$10.9K +$10.9K +200 New
EWM
915
Evermay Wealth Management
Virginia
$10.9K
CA
916
Continuum Advisory
Idaho
$10.8K -$2.03K -37 -16%
Optiver Holding
917
Optiver Holding
Netherlands
$10.8K +$10.8K +197 New
MAM
918
Meeder Asset Management
Ohio
$10.6K -$4.38K -80 -29%
AIM
919
Anchor Investment Management
South Carolina
$10.4K -$45.4K -830 -81%
NSIM
920
North Star Investment Management
Illinois
$10.4K
MA
921
MCF Advisors
Kentucky
$10.4K +$10.4K +190 New
BIA
922
Bell Investment Advisors
California
$10.2K -$3.61K -66 -26%
RA
923
RiverPark Advisors
New York
$9.8K +$9.8K +179 New
HIA
924
Harbor Investment Advisory
Maryland
$9.69K -$6.02K -110 -38%
SCB
925
Saudi Central Bank
Saudi Arabia
$9.69K +$9.69K +177 New