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Trade Desk

1,072 hedge funds and large institutions have $25.3B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 414 increasing their positions, 360 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $18.9B → $25.3B (+$6.37B)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

28% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 133

15% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 360

2% more funds holding

Funds holding: 1,0461,072 (+26)

5% more call options, than puts

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

0.65% more ownership

Funds ownership: 76.52%77.17% (+0.65%)

Holders
1,072
Holders Change
+26
Holders Change %
+2.49%
% 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
170
Increased
414
Reduced
360
Closed
133
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1001
Marshall & Sterling Wealth Advisors
New York
$5.4K +$4.79K +75 New
CH
1002
Cromwell Holdings
Wyoming
$5.33K +$3.45K +54 +270%
CF
1003
Cantor Fitzgerald
New York
$5.33K +$4.72K +74 New
CIAS
1004
CBIZ Investment Advisory Services
Ohio
$5.18K +$2.87K +45 +167%
BCM
1005
Boreal Capital Management
Florida
$5.04K
ZBNA
1006
Zions Bancorporation, National Association
Utah
$4.89K
RA
1007
Rise Advisors
New York
$4.89K +$1.15K +18 +36%
HIMS
1008
Hager Investment Management Services
New Hampshire
$4.68K
CFB
1009
Cullen/Frost Bankers
Texas
$4.39K +$3.9K +61 New
WBC
1010
West Branch Capital
Massachusetts
$4.32K
STB
1011
S&T Bank
Pennsylvania
$4.25K +$3.77K +59 New
TIM
1012
Total Investment Management
Arizona
$4.17K +$3.7K +58 New
NS
1013
NBC Securities
Alabama
$4K -$10.8K -169 -72%
MAWAG
1014
Mid-American Wealth Advisory Group
Missouri
$3.81K +$3.38K +53 New
BT
1015
Banque Transatlantique
France
$3.62K
KB
1016
Kimelman & Baird
New York
$3.6K
AF
1017
Aviso Financial
Ontario, Canada
$3.6K
WIM
1018
Westside Investment Management
California
$3.31K -$1.85K -29 -39%
WA
1019
Whipplewood Advisors
Colorado
$3.24K +$319 +5 +13%
WCM
1020
WealthTrak Capital Management
Virginia
$3.24K +$2.87K +45 New
CMP
1021
Coston McIsaac & Partners
Maine
$3K
DSC
1022
Duncker Streett & Co
Missouri
$2.88K
DF
1023
Dunhill Financial
United Kingdom
$2.88K
BBPWM
1024
Blue Bell Private Wealth Management
Pennsylvania
$2.59K +$511 +8 +29%
DF
1025
DecisionPoint Financial
Arizona
$2.35K +$2.04K +32 New

TTD Hedge Fund Activity: Q2 2025 in Review

1,072 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q2 2025, worth a combined $25.3B — up 34% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new TTD positions and 133 closed out — a net gain of 37 holders — while 414 added to existing stakes and 360 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $455M. The largest seller was JP Morgan Chase, cutting an estimated $425M.

  • 1,072 institutional investors held Trade Desk (TTD) as of Q2 2025, up from 1,046 in Q1 2025.
  • Funds reported $25.3B of Trade Desk stock for Q2 2025, up 34% quarter-over-quarter.
  • 170 funds opened new Trade Desk positions in Q2 2025 and 133 closed out, a net change of +37 holders.
  • The largest Trade Desk buyer in Q2 2025 was Morgan Stanley, an estimated $455M added.
  • The largest Trade Desk seller in Q2 2025 was JP Morgan Chase, an estimated $425M sold.

Based on aggregated 13F filings for Q2 2025.