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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 %
CT
926
Colonial Trust
South Carolina
$9.39K -$2.29K -42 -20%
MG
927
Mather Group
Illinois
$8.9K -$18K -330 -67%
AF
928
Atala Financial
California
$8.78K -$829 -15 -9%
LB
929
Legacy Bridge
Iowa
$8.21K
RAM
930
Ramirez Asset Management
New York
$8.21K +$8.21K +150 New
PWMG
931
Private Wealth Management Group
New Jersey
$7.66K -$4.65K -85 -38%
DWM
932
Dogwood Wealth Management
Kansas
$7.55K +$328 +6 +5%
ACM
933
Aster Capital Management
United Arab Emirates
$7.45K +$1.13K +16 +18%
WA
934
Whipplewood Advisors
Colorado
$7.22K -$126K -696 -95%
PWA
935
Physician Wealth Advisors
Utah
$7.17K +$821 +15 +13%
FFO
936
Fortitude Family Office
Arizona
$7.17K
EFMH
937
E Fund Management (HK)
Hong Kong
$7K -$53.6K -934 -88%
BCM
938
Blume Capital Management
California
$6.84K
CWA
939
Carolina Wealth Advisors
South Carolina
$6.84K
DFA
940
DHJJ Financial Advisors
Illinois
$6.79K +$6.35K +116 +1,450%
FP
941
Financial Perspectives
Minnesota
$6.79K
AW
942
Avion Wealth
Texas
$6K
CAL
943
Capital Advisors Ltd
Ohio
$6K +$2.54K +50 +74%
BFS
944
Burkett Financial Services
South Carolina
$5.47K
IWM
945
Inlight Wealth Management
Georgia
$5.47K +$5.47K +100 New
CTA
946
Colonial Trust Advisors
South Carolina
$5.47K +$5.47K +100 New
VWM
947
Vermillion Wealth Management
Minnesota
$5.47K +$5.47K +100 New
MAFA
948
MJT & Associates Financial Advisory
Minnesota
$5.36K +$5.36K +98 New
TTIC
949
Tower Trust & Investment Company
Iowa
$5.36K +$5.36K +100 New
CSC
950
Caldwell Sutter Capital
California
$5.2K