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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 %
WIM
1001
Westside Investment Management
California
$3.31K -$2.13K -29 -39%
WA
1002
Whipplewood Advisors
Colorado
$3.24K +$360 +5 +13%
WCM
1003
WealthTrak Capital Management
Virginia
$3.24K +$3.24K +45 New
CMP
1004
Coston McIsaac & Partners
Maine
$3K
DSC
1005
Duncker Streett & Co
Missouri
$2.88K
DF
1006
Dunhill Financial
United Kingdom
$2.88K
BBPWM
1007
Blue Bell Private Wealth Management
Pennsylvania
$2.59K +$576 +8 +29%
DF
1008
DecisionPoint Financial
Arizona
$2.35K +$2.35K +32 New
AA
1009
Addison Advisors
Vermont
$2.3K
BDPWM
1010
Barnes Dennig Private Wealth Management
Ohio
$2.3K +$504 +7 +28%
VWA
1011
Valued Wealth Advisors
Utah
$2.23K
MAS
1012
MPWM Advisory Solutions
Georgia
$2.23K
VWM
1013
Valley Wealth Managers
New Jersey
$2.16K
RPA
1014
Redwood Park Advisors
California
$2.16K +$2.16K +30 New
FNWA
1015
Financial Network Wealth Advisors
Utah
$2.09K
GC
1016
GFG Capital
Florida
$2.09K +$2.09K +29 New
GIA
1017
GHP Investment Advisors
Colorado
$2.01K
CAL
1018
Capital Analysts LLC
Pennsylvania
$2K
RBC
1019
Roble Belko & Company
Pennsylvania
$2K +$933 +14 +88%
PWA
1020
Principia Wealth Advisory
Texas
$1.94K +$1.22K +17 +170%
HCM
1021
Horrell Capital Management
Arkansas
$1.8K
TWD
1022
True Wealth Design
Ohio
$1.74K +$1.16K +16 +200%
CWP
1023
Concord Wealth Partners
Virginia
$1.51K +$72 +1 +5%
DPW
1024
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$504 +7 +50%
NWM
1025
Nova Wealth Management
Florida
$1.5K +$1.5K +21 New