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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
VFA
1026
Values First Advisors
Tennessee
-$252K -5,142 Closed
AWA
1027
Arete Wealth Advisors
Illinois
-$251K -5,123 Closed
OWA
1028
Outlook Wealth Advisors
Texas
-$247K -5,042 Closed
IFA
1029
Index Fund Advisors
California
-$246K -5,022 Closed
UWP
1030
Uniting Wealth Partners
Kansas
-$245K -5,000 Closed
MIM
1031
Moseley Investment Management
Florida
-$244K -4,982 Closed
VCM
1032
Virtue Capital Management
Tennessee
-$244K -4,982 Closed
HIMC
1033
Heritage Investors Management Corp
Maryland
-$244K -4,977 Closed
TWP
1034
Triad Wealth Partners
Kansas
-$239K -4,884 Closed
BW
1035
Blalock Williams
Alabama
-$234K -4,772 Closed
YC
1036
Yarbrough Capital
Tennessee
-$233K -4,759 Closed
GAM
1037
Grandview Asset Management
Pennsylvania
-$231K -4,722 Closed
CWG
1038
Cornerstone Wealth Group
North Carolina
-$231K -4,714 Closed
AWM
1039
Aries Wealth Management
Maine
-$230K -4,700 Closed
LIM
1040
Loudon Investment Management
New Hampshire
-$230K -4,700 Closed
SI
1041
Sava Infond
Slovenia
-$230K -4,700 Closed
FWP
1042
FAS Wealth Partners
Kansas
-$226K -4,621 Closed
RWMG
1043
Redwood Wealth Management Group
New Jersey
-$225K -4,600 Closed
BRWM
1044
Blue Rock Wealth Management
North Carolina
-$223K -4,540 Closed
HPIA
1045
Hamilton Point Investment Advisors
North Carolina
-$220K -4,481 Closed
GT
1046
Greenleaf Trust
Michigan
-$218K -4,448 Closed
OCM
1047
One Capital Management
California
-$218K -4,444 Closed
ACI
1048
Alpha Cubed Investments
California
-$216K -4,400 Closed
PA
1049
Procyon Advisors
Connecticut
-$215K -4,381 Closed
CI
1050
Cigna Investments
Connecticut
-$214K -4,364 Closed