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Trade Desk

1,058 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, 411 increasing their positions, 352 reducing their positions, and 132 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:

3% more funds holding

Funds holding: 1,0321,058 (+26)

1.39% more ownership

Funds ownership: 75.58%76.97% (+1.4%)

5% more call options, than puts

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

Holders
1,058
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
TWD
1026
True Wealth Design
Ohio
$1.74K
CWP
1027
Concord Wealth Partners
Virginia
$1.51K
DPW
1028
DiNuzzo Private Wealth
Pennsylvania
$1.51K
NWM
1029
Nova Wealth Management
Florida
$1.5K
RF
1030
Rossby Financial
Florida
$1.44K
DFC
1031
DB Fitzpatrick & Co
Idaho
$1.3K
TIM
1032
Tortoise Investment Management
New York
$1.3K
BCM
1033
Birch Capital Management
Texas
$1.22K
BHWM
1034
Beaird Harris Wealth Management
Texas
$1.22K
PPA
1035
Painted Porch Advisors
California
$1.08K
BHWM
1036
Bay Harbor Wealth Management
Maryland
$1.01K
CFG
1037
CKW Financial Group
Hawaii
$1K
CWM
1038
Cedar Wealth Management
California
$864
FPF
1039
First Pacific Financial
Washington
$864
SN
1040
Sittner & Nelson
Oregon
$864
RWM
1041
Rialto Wealth Management
New York
$864
BC
1042
Broadwater Capital
Massachusetts
$811
SC
1043
Stephens Consulting
Michigan
$792
PS
1044
PayPay Securities
Japan
$720
BCH
1045
Berkshire Capital Holdings
California
$720
ACA
1046
American Capital Advisory
Idaho
$720
DAM
1047
Delta Asset Management
Tennessee
$576
PWM
1048
Parkworth Wealth Management
California
$576
KIM
1049
Kestra Investment Management
Texas
$493
CIA
1050
Cape Investment Advisory
Georgia
$432