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Trade Desk

962 hedge funds and large institutions have $18.1B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 341 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.4% more ownership

Funds ownership: 77.17%82.57% (+5.4%)

2% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 341

2% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.75B

10% less funds holding

Funds holding: 1,072962 (-110)

29% less capital invested

Capital invested by funds: $25.3B → $18.1B (-$7.25B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

40% less first-time investments, than exits

New positions opened: 150 | Existing positions closed: 250

Holders
962
Holders Change
-110
Holders Change %
-10.26%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
150
Increased
347
Reduced
341
Closed
250
Calls
$1.71B
Puts
$1.75B
Net Calls
-$36.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
1076
Occudo Quantitative Strategies
Florida
-$458K -6,367 Closed
EWA
1077
Exencial Wealth Advisors
Oklahoma
-$455K -6,317 Closed
CWMK
1078
Caliber Wealth Management (Kansas)
Kansas
-$454K -6,306 Closed
KWA
1079
Kingswood Wealth Advisors
California
-$430K -5,975 Closed
BP
1080
Ballentine Partners
Massachusetts
-$429K -5,953 Closed
ATS
1081
Ashton Thomas Securities
New York
-$412K -5,725 Closed
YMRC
1082
Yorktown Management & Research Company
Virginia
-$410K -5,700 Closed
SFS
1083
Stiles Financial Services
Minnesota
-$395K -5,490 Closed
HH
1084
Hilltop Holdings
Texas
-$392K -5,448 Closed
MAS
1085
Meeder Advisory Services
Ohio
-$389K -5,408 Closed
VT
1086
Vise Technologies
New York
-$387K -5,369 Closed
FIA
1087
FNY Investment Advisers
New York
-$385K -5,352 Closed
MFWM
1088
Motley Fool Wealth Management
Virginia
-$378K -5,253 Closed
NL
1089
NWAM LLC
Washington
-$452K -5,193 Closed
ZF
1090
Zhang Financial
Michigan
-$371K -5,150 Closed
CFG
1091
Carr Financial Group
Massachusetts
-$360K -4,995 Closed
FAIM
1092
Financial Advocates Investment Management
Washington
-$353K -4,903 Closed
ACA
1093
Aptus Capital Advisors
Alabama
-$348K -4,828 Closed
1CP
1094
17 Capital Partners
Arizona
-$347K -4,819 Closed
CSP
1095
Cary Street Partners
Virginia
-$346K -4,805 Closed
BCM
1096
Bourgeon Capital Management
Connecticut
-$345K -4,791 Closed
MF
1097
Magnetar Financial
Illinois
-$343K -4,760 Closed
IC
1098
Iconiq Capital
California
-$333K -4,627 Closed
BWFA
1099
Baltimore-Washington Financial Advisors
Maryland
-$323K -4,480 Closed
AWM
1100
Atticus Wealth Management
Florida
-$321K -4,463 Closed