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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 353 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
353
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
976
Matthew Hamilton Rosenberg
$6.7K
LWMI
977
Legacy Wealth Management (Idaho)
Idaho
$6.62K
LIS
978
Legacy Investment Solutions
Idaho
$6.62K +$6.62K +92 New
HIA
979
Harbor Investment Advisory
Maryland
$6.34K -$6.41K -89 -50%
CSC
980
Caldwell Sutter Capital
California
$5.76K -$1.08K -15 -16%
VFM
981
Vision Financial Markets
Connecticut
$5.4K
CWA
982
Carolina Wealth Advisors
South Carolina
$5.4K -$3.6K -50 -40%
IRC
983
Investors Research Corp
Georgia
$5.4K
MSWA
984
Marshall & Sterling Wealth Advisors
New York
$5.4K +$5.4K +75 New
CH
985
Cromwell Holdings
Wyoming
$5.33K +$3.89K +54 +270%
CF
986
Cantor Fitzgerald
New York
$5.33K +$5.33K +74 New
CIAS
987
CBIZ Investment Advisory Services
Ohio
$5.18K +$3.24K +45 +167%
BCM
988
Boreal Capital Management
Florida
$5.04K
ZBNA
989
Zions Bancorporation, National Association
Utah
$4.9K
RA
990
Rise Advisors
New York
$4.9K +$1.3K +18 +36%
HIMS
991
Hager Investment Management Services
New Hampshire
$4.68K
CFB
992
Cullen/Frost Bankers
Texas
$4.39K +$4.39K +61 New
WBC
993
West Branch Capital
Massachusetts
$4.32K
STB
994
S&T Bank
Pennsylvania
$4.25K +$4.25K +59 New
TIM
995
Total Investment Management
Arizona
$4.18K +$4.18K +58 New
NS
996
NBC Securities
Alabama
$4K -$10.4K -169 -72%
MAWAG
997
Mid-American Wealth Advisory Group
Missouri
$3.82K +$3.82K +53 New
BT
998
Banque Transatlantique
France
$3.62K -$8.69K -120 -71%
KB
999
Kimelman & Baird
New York
$3.6K
AF
1000
Aviso Financial
Ontario, Canada
$3.6K