TTD icon

Trade Desk

1,054 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more funds holding

Funds holding: 1,0291,054 (+25)

1.37% more ownership

Funds ownership: 75.5%76.88% (+1.4%)

5% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.46B

Holders
1,054
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$1.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
901
JFS Wealth Advisors
Pennsylvania
$34.6K
ANBT
902
American National Bank & Trust
Texas
$34.6K
HWM
903
HighMark Wealth Management
Minnesota
$34.4K
BCV
904
Banque Cantonale Vaudoise
Switzerland
$34K
OWA
905
Opal Wealth Advisors
New York
$33K
GKIM
906
GW&K Investment Management
Massachusetts
$32K
TFIPS
907
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31K
FDW
908
Fourth Dimension Wealth
Ohio
$29.5K
CPG
909
Cornerstone Planning Group
New Jersey
$29K
YDMI
910
Y.D. More Investments
Israel
$28.8K
MSG
911
Main Street Group
Virginia
$28.8K
PSFG
912
Park Square Financial Group
Georgia
$28.8K
T
913
Transce3nd
Texas
$28.1K
BLC
914
Brown, Lisle/Cummings
Rhode Island
$27K
PP
915
Pacifica Partners
Canada
$25.7K
SIS
916
Sound Income Strategies
Florida
$25.6K
BWL
917
Bogart Wealth LLC
Virginia
$23.2K
W
918
WealthCollab
Washington
$23K
1NWS
919
1 North Wealth Services
Maryland
$22.3K
MA
920
Montag & Associates
Georgia
$22.3K
FMTCOCP
921
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
HWM
922
Hemington Wealth Management
Virginia
$22K
CAM
923
Costello Asset Management
Pennsylvania
$21.6K
GM
924
GeoWealth Management
Illinois
$21.1K
TPWA
925
Twin Peaks Wealth Advisors
California
$20.9K