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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
AP
926
Aspect Partners
Virginia
$931 +$1.21K +19 New
TIM
927
Tortoise Investment Management
New York
$882
BHWM
928
Beaird Harris Wealth Management
Texas
$834
PPC
929
Park Place Capital
Alabama
$833 -$33.6K -529 -97%
WA
930
WestEnd Advisors
North Carolina
$735 +$952 +15 New
DPW
931
DiNuzzo Private Wealth
Pennsylvania
$711 -$508 -8 -38%
BFS
932
Bare Financial Services
Pennsylvania
$637 +$825 +13 New
FPF
933
First Pacific Financial
Washington
$589
SN
934
Sittner & Nelson
Oregon
$588
GCS
935
Gordian Capital (Singapore)
Singapore
$539 -$159K -2,500 -100%
PPA
936
Painted Porch Advisors
California
$490 -$317 -5 -33%
BCH
937
Berkshire Capital Holdings
California
$490
QWM
938
Quaker Wealth Management
New Jersey
$442 -$90.8K -1,431 -99%
WWA
939
Wealth Watch Advisors
Colorado
$441 +$571 +9 New
DFA
940
DHJJ Financial Advisors
Illinois
$393 -$7.36K -116 -94%
DAM
941
Delta Asset Management
Tennessee
$392
RWS
942
Retirement Wealth Solutions
Wisconsin
$295 +$381 +6 New
CWM
943
Cedar Wealth Management
California
$294 -$381 -6 -50%
GA
944
Guerra Advisors
Florida
$294 +$381 +6 New
ACA
945
American Capital Advisory
Idaho
$246 -$317 -5 -50%
BHWM
946
Bay Harbor Wealth Management
Maryland
$245 -$571 -9 -64%
CFD
947
Creative Financial Designs
Indiana
$245
NL
948
NVWM LLC
Pennsylvania
$245 +$317 +5 New
NWM
949
Nova Wealth Management
Florida
$196 -$1.08K -17 -81%
AG
950
AmeriFlex Group
Nevada
$196 +$254 +4 New