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Trade Desk

938 hedge funds and large institutions have $13.8B invested in Trade Desk in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 252 increasing their positions, 405 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 82.57%82.19% (-0.38%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.28B

2% less funds holding

Funds holding: 962938 (-24)

24% less capital invested

Capital invested by funds: $18.1B → $13.8B (-$4.27B)

38% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 405

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
938
Holders Change
-24
Holders Change %
-2.49%
% of All Funds
11.41%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
172
Increased
252
Reduced
405
Closed
178
Calls
$1.21B
Puts
$1.28B
Net Calls
-$65.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ALMGDA
976
AG2R La Mondiale Gestion d'Actifs
France
-$1.27M -17,679 Closed
1C
977
111 Capital
France
-$808K -16,482 Closed
VT
978
Volterra Technologies
New York
-$805K -16,425 Closed
CIS
979
Custom Index Systems
New York
-$707K -14,424 Closed
AU
980
Algebris (UK)
United Kingdom
-$698K -14,257 Closed
PWM
981
Prosperity Wealth Management
California
-$686K -13,999 Closed
CFMC
982
Curbstone Financial Management Corp
New Hampshire
-$672K -13,720 Closed
Edgewood Management
983
Edgewood Management
Connecticut
-$608K -12,405 Closed
WEG
984
World Equity Group
Illinois
-$592K -12,069 Closed
CUAMC
985
China Universal Asset Management Company
China
-$577K -11,765 Closed
VIP
986
Vista Investment Partners
Oklahoma
-$568K -11,583 Closed
LCM
987
Landscape Capital Management
New Jersey
-$565K -11,537 Closed
SCM
988
Semanteon Capital Management
Massachusetts
-$557K -11,368 Closed
WAM
989
Werlinich Asset Management
Connecticut
-$552K -11,255 Closed
IC
990
Inscription Capital
Texas
-$547K -11,155 Closed
KNW
991
Kesler Norman & Wride
Utah
-$1.25M -10,650 Closed
UAS
992
United Asset Strategies
New York
-$518K -10,562 Closed
WA
993
WP Advisors
California
-$508K -10,362 Closed
FAM
994
Fred Alger Management
New York
-$461K -9,402 Closed
SC
995
Scotia Capital
Ontario, Canada
-$449K -9,162 Closed
AO
996
Advisor OS
Illinois
-$437K -8,919 Closed
RWB
997
RMR Wealth Builders
New Jersey
-$415K -8,469 Closed
SPC
998
Sigma Planning Corp
Michigan
-$403K -8,214 Closed
NW
999
NewEdge Wealth
Pennsylvania
-$380K -7,963 Closed
CAM
1000
Congress Asset Management
Massachusetts
-$376K -7,663 Closed