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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 %
PPA
1001
Painted Porch Advisors
California
$821
DPW
1002
DiNuzzo Private Wealth
Pennsylvania
$767 -$274 -5 -26%
CWM
1003
Cedar Wealth Management
California
$657
FPF
1004
First Pacific Financial
Washington
$657
SN
1005
Sittner & Nelson
Oregon
$657
WW
1006
Winnow Wealth
Texas
$639 +$213 +4 +50%
PS
1007
PayPay Securities
Japan
$624 -$567 -10 -48%
BCH
1008
Berkshire Capital Holdings
California
$547
PWA
1009
Principia Wealth Advisory
Texas
$541 -$54 -1 -9%
KIM
1010
Kestra Investment Management
Texas
$493 -$17.9K -327 -97%
TWD
1011
True Wealth Design
Ohio
$445 -$445 -8 -50%
DAM
1012
Delta Asset Management
Tennessee
$438
GFPC
1013
Global Financial Private Client
Florida
$438 +$274 +5 +167%
MSWM
1014
Mowery & Schoenfeld Wealth Management
Illinois
$438 +$438 +8 New
ANBT
1015
American National Bank & Trust
Texas
$401 +$401 +7 New
CIA
1016
Cape Investment Advisory
Georgia
$328 -$55 -1 -14%
BI
1017
Binnacle Investments
Iowa
$328 +$328 +6 New
HHGA
1018
Halbert Hargrove Global Advisors
California
$294 +$294 +5 New
HI
1019
Horizon Investments
North Carolina
$274 +$274 +5 New
TCM
1020
TD Capital Management
Tennessee
$219 +$219 +4 New
PWM
1021
Parkworth Wealth Management
California
$164
RJA
1022
Ross\Johnson & Associates
Minnesota
$164 +$164 +3 New
PCTC
1023
Perkins Coie Trust Company
Washington
$164 +$164 +3 New
BHWM
1024
Bay Harbor Wealth Management
Maryland
$164 +$164 +3 New
BMC
1025
Bear Mountain Capital
Washington
$109 +$109 +2 New