TTD icon

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
AA
901
Addison Advisors
Vermont
$1.57K
BDPWM
902
Barnes Dennig Private Wealth Management
Ohio
$1.57K
VWA
903
Valued Wealth Advisors
Utah
$1.52K
MAS
904
MPWM Advisory Solutions
Georgia
$1.52K
EWP
905
Elevation Wealth Partners
California
$1.42K
FNWA
906
Financial Network Wealth Advisors
Utah
$1.42K
GIA
907
GHP Investment Advisors
Colorado
$1.37K
HCM
908
Horrell Capital Management
Arkansas
$1.23K
HHGA
909
Halbert Hargrove Global Advisors
California
$1.13K
CWP
910
Concord Wealth Partners
Virginia
$1.03K
RBC
911
Roble Belko & Company
Pennsylvania
$1K
CFG
912
CKW Financial Group
Hawaii
$1K
CAL
913
Capital Analysts LLC
Pennsylvania
$1K
CCM
914
Cloud Capital Management
Washington
$1K
OC
915
Oakworth Capital
Alabama
$980
AP
916
Aspect Partners
Virginia
$931
TIM
917
Tortoise Investment Management
New York
$882
BHWM
918
Beaird Harris Wealth Management
Texas
$834
PPC
919
Park Place Capital
Alabama
$833
WA
920
WestEnd Advisors
North Carolina
$735
DPW
921
DiNuzzo Private Wealth
Pennsylvania
$711
BFS
922
Bare Financial Services
Pennsylvania
$637
FPF
923
First Pacific Financial
Washington
$589
SN
924
Sittner & Nelson
Oregon
$588
GCS
925
Gordian Capital (Singapore)
Singapore
$539