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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
DPW
1026
DiNuzzo Private Wealth
Pennsylvania
$1.51K
NWM
1027
Nova Wealth Management
Florida
$1.5K
RF
1028
Rossby Financial
Florida
$1.44K
DFC
1029
DB Fitzpatrick & Co
Idaho
$1.3K
TIM
1030
Tortoise Investment Management
New York
$1.3K
BCM
1031
Birch Capital Management
Texas
$1.22K
BHWM
1032
Beaird Harris Wealth Management
Texas
$1.22K
PPA
1033
Painted Porch Advisors
California
$1.08K
BHWM
1034
Bay Harbor Wealth Management
Maryland
$1.01K
CFG
1035
CKW Financial Group
Hawaii
$1K
CWM
1036
Cedar Wealth Management
California
$864
FPF
1037
First Pacific Financial
Washington
$864
SN
1038
Sittner & Nelson
Oregon
$864
RWM
1039
Rialto Wealth Management
New York
$864
SC
1040
Stephens Consulting
Michigan
$792
PS
1041
PayPay Securities
Japan
$720
BCH
1042
Berkshire Capital Holdings
California
$720
ACA
1043
American Capital Advisory
Idaho
$720
DAM
1044
Delta Asset Management
Tennessee
$576
PWM
1045
Parkworth Wealth Management
California
$576
KIM
1046
Kestra Investment Management
Texas
$493
CIA
1047
Cape Investment Advisory
Georgia
$432
CT
1048
Clearstead Trust
Maine
$432
CFD
1049
Creative Financial Designs
Indiana
$360
HIA
1050
HFM Investment Advisors
New Jersey
$360