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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
KB
1001
Kimelman & Baird
New York
$3.6K
AF
1002
Aviso Financial
Ontario, Canada
$3.6K
WIM
1003
Westside Investment Management
California
$3.31K
WA
1004
Whipplewood Advisors
Colorado
$3.24K
WCM
1005
WealthTrak Capital Management
Virginia
$3.24K
CMP
1006
Coston McIsaac & Partners
Maine
$3K
DSC
1007
Duncker Streett & Co
Missouri
$2.88K
DF
1008
Dunhill Financial
United Kingdom
$2.88K
BBPWM
1009
Blue Bell Private Wealth Management
Pennsylvania
$2.59K
DF
1010
DecisionPoint Financial
Arizona
$2.35K
AA
1011
Addison Advisors
Vermont
$2.3K
BDPWM
1012
Barnes Dennig Private Wealth Management
Ohio
$2.3K
VWA
1013
Valued Wealth Advisors
Utah
$2.23K
MAS
1014
MPWM Advisory Solutions
Georgia
$2.23K
VWM
1015
Valley Wealth Managers
New Jersey
$2.16K
RPA
1016
Redwood Park Advisors
California
$2.16K
FNWA
1017
Financial Network Wealth Advisors
Utah
$2.09K
GC
1018
GFG Capital
Florida
$2.09K
GIA
1019
GHP Investment Advisors
Colorado
$2.01K
CAL
1020
Capital Analysts LLC
Pennsylvania
$2K
RBC
1021
Roble Belko & Company
Pennsylvania
$2K
PWA
1022
Principia Wealth Advisory
Texas
$1.94K
HCM
1023
Horrell Capital Management
Arkansas
$1.8K
TWD
1024
True Wealth Design
Ohio
$1.74K
CWP
1025
Concord Wealth Partners
Virginia
$1.51K