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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
BB
1051
Bell Bank
North Dakota
-$212K -4,333 Closed
OWMIAS
1052
One Wealth Management Investment & Advisory Services
Florida
-$211K -4,302 Closed
TFS
1053
Thoroughbred Financial Services
Tennessee
-$210K -4,289 Closed
BJL
1054
Brighton Jones LLC
Washington
-$208K -4,250 Closed
SWP
1055
Sagespring Wealth Partners
Tennessee
-$208K -4,238 Closed
OL
1056
one8zero8 LLC
North Carolina
-$206K -4,200 Closed
PCG
1057
Prosperity Consulting Group
Maryland
-$206K -4,200 Closed
CWM
1058
Cornerstone Wealth Management
Missouri
-$206K -4,194 Closed
FFN
1059
Focus Financial Network
Minnesota
-$205K -4,176 Closed
FTWA
1060
Fifth Third Wealth Advisors
Ohio
-$204K -4,160 Closed
BFC
1061
Bedel Financial Consulting
Indiana
-$204K -4,159 Closed
AFO
1062
Arrowroot Family Office
California
-$204K -4,154 Closed
WPC
1063
Wedmont Private Capital
Pennsylvania
-$219K -4,100 Closed
FWM
1064
Focused Wealth Management
New York
-$200K -4,083 Closed
SOS
1065
Silver Oak Securities
Tennessee
-$192K -3,913 Closed
GIM
1066
Generali Investments Management
Slovenia
-$151K -3,071 Closed
T
1067
TOBAM
France
-$150K -3,061 Closed
ITFISA
1068
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$139K -2,840 Closed
CA
1069
Cache Advisors
California
-$267K -2,767 Closed
Bank Julius Baer & Co
1070
Bank Julius Baer & Co
Switzerland
-$77.8K -1,587 Closed
AAS
1071
Ameritas Advisory Services
Nebraska
-$60.8K -1,240 Closed
KFI
1072
Key Financial Inc
Pennsylvania
-$59.2K -1,200 Closed
PWA
1073
Provenance Wealth Advisors
Florida
-$42.9K -876 Closed
CJ
1074
Caitlin John
Michigan
-$41.1K -839 Closed
SIC
1075
Salem Investment Counselors
North Carolina
-$39.9K -815 Closed