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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
CP
1001
Canopy Partners
Ohio
-$375K -7,648 Closed
ECA
1002
Elevate Capital Advisors
Colorado
-$366K -7,475 Closed
ALAM
1003
Asahi Life Asset Management
Japan
-$358K -7,310 Closed
GWMR
1004
GC Wealth Management RIA
Massachusetts
-$356K -7,274 Closed
PCM
1005
Polymer Capital Management
New York
-$347K -7,081 Closed
JGC
1006
J. Goldman & Co
New York
-$310K -7,000 Closed
CPL
1007
CAP Partners LLC
Tennessee
-$340K -6,946 Closed
HSA
1008
HBK Sorce Advisory
Pennsylvania
-$350K -6,858 Closed
IPAM
1009
ICICI Prudential Asset Management
India
-$335K -6,844 Closed
WCM
1010
Washington Capital Management
Washington
-$333K -6,800 Closed
ACM
1011
Advisors Capital Management
New Jersey
-$332K -6,778 Closed
SPA
1012
Sherbrooke Park Advisers
New York
-$332K -6,770 Closed
MT
1013
Midwest Trust
Kansas
-$327K -6,663 Closed
BIM
1014
Bridges Investment Management
Nebraska
-$325K -6,627 Closed
DAS
1015
Diversify Advisory Services
Utah
-$285K -5,801 Closed
SIA
1016
Soltis Investment Advisors
Utah
-$277K -5,661 Closed
MWM
1017
Mindset Wealth Management
Indiana
-$277K -5,650 Closed
MA
1018
MJP Associates
Connecticut
-$277K -5,650 Closed
OIA
1019
OneDigital Investment Advisors
Kansas
-$269K -5,484 Closed
ICP
1020
Interchange Capital Partners
Pennsylvania
-$268K -5,468 Closed
PI
1021
PFG Investments
New York
-$266K -5,421 Closed
AMCA
1022
Arthur M. Cohen & Associates
Illinois
-$264K -5,388 Closed
HIP
1023
HUB Investment Partners
Texas
-$264K -5,383 Closed
LFA
1024
Legacy Financial Advisors
Kentucky
-$259K -5,281 Closed
SPI
1025
Strategic Planning Inc
Ohio
-$257K -5,240 Closed