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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
PB
1076
Pinnacle Bancorp
Nebraska
-$35.7K -728 Closed
IUHSA
1077
Itau Unibanco Holding S.A.
Brazil
-$35.1K -716 Closed
SOW
1078
State of Wyoming
Wyoming
-$28.6K -583 Closed
AAG
1079
Armstrong Advisory Group
Massachusetts
-$25.5K -520 Closed
TCA
1080
Trifecta Capital Advisors
Illinois
-$25K -510 Closed
FLFS
1081
Family Legacy Financial Solutions
North Carolina
-$24.5K -500 Closed
CIAM
1082
Caitong International Asset Management
Hong Kong
-$23.3K -476 Closed
BCV
1083
Banque Cantonale Vaudoise
Switzerland
-$23K -473 Closed
JWM
1084
JPL Wealth Management
Colorado
-$20.5K -418 Closed
MSG
1085
Main Street Group
Virginia
-$19.6K -400 Closed
A
1086
Allianz
Germany
-$18K -367 Closed
EFMH
1087
E Fund Management (HK)
Hong Kong
-$14.5K -295 Closed
UOTTAIMCU
1088
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$14.2K -290 Closed
MG
1089
Mather Group
Illinois
-$11.8K -240 Closed
EWM
1090
Evermay Wealth Management
Virginia
-$9.75K -199 Closed
FWA
1091
Flagship Wealth Advisors
Massachusetts
-$8.97K -183 Closed
NB
1092
NBT Bank
New York
-$7.4K -151 Closed
FLP
1093
Financial Life Planners
Arizona
-$5.88K -120 Closed
FFO
1094
Fortitude Family Office
Arizona
-$5.29K -108 Closed
CTA
1095
Colonial Trust Advisors
South Carolina
-$4.9K -100 Closed
MHR
1096
Matthew Hamilton Rosenberg
-$4.56K -93 Closed
RA
1097
Rise Advisors
New York
-$4.17K -85 Closed
WA
1098
Westfuller Advisors
New York
-$4.07K -83 Closed
CWA
1099
Carolina Wealth Advisors
South Carolina
-$3.68K -75 Closed
YP
1100
YANKCOM Partnership
South Dakota
-$3.58K -73 Closed