We are live on ! Find out more
TTD icon

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
BT
901
Banque Transatlantique
France
$2.45K
WIM
902
Westside Investment Management
California
$2.22K
CMP
903
Coston McIsaac & Partners
Maine
$2K
DF
904
Dunhill Financial
United Kingdom
$1.99K +$63 +1 +3%
DSC
905
Duncker Streett & Co
Missouri
$1.96K
GSWM
906
Golden State Wealth Management
California
$1.96K +$2.54K +40 New
DFC
907
DB Fitzpatrick & Co
Idaho
$1.76K +$1.14K +18 +100%
FFA
908
Frazier Financial Advisors
Ohio
$1.72K +$2.22K +35 New
MAM
909
Marquette Asset Management
Minnesota
$1.67K +$2.16K +34 New
AA
910
Addison Advisors
Vermont
$1.57K
BDPWM
911
Barnes Dennig Private Wealth Management
Ohio
$1.57K
VWA
912
Valued Wealth Advisors
Utah
$1.52K
MAS
913
MPWM Advisory Solutions
Georgia
$1.52K
EWP
914
Elevation Wealth Partners
California
$1.42K +$1.84K +29 New
FNWA
915
Financial Network Wealth Advisors
Utah
$1.42K
GIA
916
GHP Investment Advisors
Colorado
$1.37K
HCM
917
Horrell Capital Management
Arkansas
$1.23K
HHGA
918
Halbert Hargrove Global Advisors
California
$1.13K +$1.46K +23 New
CWP
919
Concord Wealth Partners
Virginia
$1.03K
RBC
920
Roble Belko & Company
Pennsylvania
$1K -$635 -10 -33%
CAL
921
Capital Analysts LLC
Pennsylvania
$1K
CFG
922
CKW Financial Group
Hawaii
$1K
CCM
923
Cloud Capital Management
Washington
$1K +$1.4K +22 New
PWA
924
Principia Wealth Advisory
Texas
$980 -$444 -7 -26%
OC
925
Oakworth Capital
Alabama
$980 +$1.27K +20 New