TTD icon

Trade Desk

1,054 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 410 increasing their positions, 352 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more funds holding

Funds holding: 1,0291,054 (+25)

1.37% more ownership

Funds ownership: 75.5%76.88% (+1.4%)

5% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.46B

Holders
1,054
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.53B
Puts
$1.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
976
Avion Wealth
Texas
$7K
RAM
977
Riggs Asset Management
Pennsylvania
$6.84K
MHR
978
Matthew Hamilton Rosenberg
$6.7K
LWMI
979
Legacy Wealth Management (Idaho)
Idaho
$6.62K
LIS
980
Legacy Investment Solutions
Idaho
$6.62K
HIA
981
Harbor Investment Advisory
Maryland
$6.33K
CSC
982
Caldwell Sutter Capital
California
$5.76K
VFM
983
Vision Financial Markets
Connecticut
$5.4K
CWA
984
Carolina Wealth Advisors
South Carolina
$5.4K
IRC
985
Investors Research Corp
Georgia
$5.4K
MSWA
986
Marshall & Sterling Wealth Advisors
New York
$5.4K
CH
987
Cromwell Holdings
Wyoming
$5.33K
CF
988
Cantor Fitzgerald
New York
$5.33K
CIAS
989
CBIZ Investment Advisory Services
Ohio
$5.18K
BCM
990
Boreal Capital Management
Florida
$5.04K
ZBNA
991
Zions Bancorporation, National Association
Utah
$4.89K
RA
992
Rise Advisors
New York
$4.89K
HIMS
993
Hager Investment Management Services
New Hampshire
$4.68K
CFB
994
Cullen/Frost Bankers
Texas
$4.39K
WBC
995
West Branch Capital
Massachusetts
$4.32K
STB
996
S&T Bank
Pennsylvania
$4.25K
TIM
997
Total Investment Management
Arizona
$4.17K
NS
998
NBC Securities
Alabama
$4K
MAWAG
999
Mid-American Wealth Advisory Group
Missouri
$3.81K
BT
1000
Banque Transatlantique
France
$3.62K