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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 %
MCM
951
MV Capital Management
Maryland
$5.14K -$2.24K -41 -30%
MHR
952
Matthew Hamilton Rosenberg
$5.09K
LWMI
953
Legacy Wealth Management (Idaho)
Idaho
$5.04K
SO
954
Sierra Ocean
California
$4.71K -$3.28K -60 -41%
DCM
955
Davidson Capital Management
Texas
$4.65K +$164 +3 +4%
SIS
956
Sound Income Strategies
Florida
$4.65K
WIM
957
Westside Investment Management
California
$4.23K
VFM
958
Vision Financial Markets
Connecticut
$4.1K +$4.1K +75 New
IRC
959
Investors Research Corp
Georgia
$4.1K +$4.1K +75 New
ZBNA
960
Zions Bancorporation, National Association
Utah
$3.72K +$3.72K +68 New
HIMS
961
Hager Investment Management Services
New Hampshire
$3.56K
WA
962
WPG Advisers
Maryland
$3.5K -$14.2K -260 -80%
WBC
963
West Branch Capital
Massachusetts
$3.28K +$3.23K +59 +5,900%
AF
964
Aviso Financial
Ontario, Canada
$2.74K -$2.74K -50 -50%
RA
965
Rise Advisors
New York
$2.74K -$766 -14 -22%
KB
966
Kimelman & Baird
New York
$2.74K +$2.74K +50 New
BT
967
Banque Transatlantique
France
$2.74K -$23.2K -425 -89%
DF
968
Dunhill Financial
United Kingdom
$2.19K
DSC
969
Duncker Streett & Co
Missouri
$2.19K
CAL
970
Capital Analysts LLC
Pennsylvania
$2K
CMP
971
Coston McIsaac & Partners
Maine
$2K
RF
972
Roxbury Financial
New Jersey
$1.9K
AA
973
Addison Advisors
Vermont
$1.75K -$493 -9 -22%
BWL
974
Bogart Wealth LLC
Virginia
$1.75K -$2.35K -43 -57%
VWA
975
Valued Wealth Advisors
Utah
$1.7K