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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 %
MAS
976
MPWM Advisory Solutions
Georgia
$1.7K
VWM
977
Valley Wealth Managers
New Jersey
$1.64K
CFD
978
Creative Financial Designs
Indiana
$1.64K +$1.64K +30 New
FNWA
979
Financial Network Wealth Advisors
Utah
$1.59K
HCP
980
Hexagon Capital Partners
Arkansas
$1.53K -$10.7K -195 -87%
BBPWM
981
Blue Bell Private Wealth Management
Pennsylvania
$1.53K
GIA
982
GHP Investment Advisors
Colorado
$1.53K +$437 +8 +40%
CIAS
983
CBIZ Investment Advisory Services
Ohio
$1.48K -$438 -8 -23%
GSWM
984
Golden State Wealth Management
California
$1.48K
HCM
985
Horrell Capital Management
Arkansas
$1.37K
BDPWM
986
Barnes Dennig Private Wealth Management
Ohio
$1.37K +$1.37K +25 New
HFS
987
Hughes Financial Services
Virginia
$1.31K +$1.31K +23 New
GWSA
988
Global Wealth Strategies & Associates
Colorado
$1.31K +$1.31K +24 New
RFA
989
Reyes Financial Architecture
California
$1.26K
CWP
990
Concord Wealth Partners
Virginia
$1.09K
CH
991
Cromwell Holdings
Wyoming
$1.09K +$1.09K +20 New
NC
992
NewSquare Capital
Pennsylvania
$1.09K +$1.09K +20 New
UFF
993
USA Financial Formulas
Michigan
$1.04K -$545K -9,964 -100%
CFG
994
CKW Financial Group
Hawaii
$1K
RBC
995
Roble Belko & Company
Pennsylvania
$1K +$1K +16 New
DFC
996
DB Fitzpatrick & Co
Idaho
$985 +$985 +18 New
BHWM
997
Beaird Harris Wealth Management
Texas
$931
CI
998
Cordant Inc
Oregon
$931 +$931 +17 New
BCM
999
Birch Capital Management
Texas
$930
AP
1000
Aspect Partners
Virginia
$930 +$930 +17 New