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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
CAS
1101
CTC Alternative Strategies
Illinois
-$310K -4,300 Closed
BPC
1102
Banque Pictet & Cie
Switzerland
-$309K -4,293 Closed
DC
1103
Davenport & Co
Virginia
-$304K -4,224 Closed
PGWM
1104
Parisi Gray Wealth Management
New Jersey
-$303K -4,211 Closed
GCP
1105
Gill Capital Partners
Colorado
-$303K -4,210 Closed
HWAM
1106
Hennion & Walsh Asset Management
New Jersey
-$302K -4,201 Closed
PTC
1107
Petrus Trust Company
Texas
-$294K -4,077 Closed
FCM
1108
Fairbanks Capital Management
California
-$288K -4,000 Closed
MIM
1109
Montgomery Investment Management
Maryland
-$288K -4,000 Closed
TPA
1110
Trivium Point Advisory
Connecticut
-$281K -3,903 Closed
CW
1111
CreativeOne Wealth
Kansas
-$278K -3,862 Closed
MWM
1112
Mattern Wealth Management
Kansas
-$275K -3,820 Closed
VCA
1113
Verdence Capital Advisors
Maryland
-$273K -3,789 Closed
FCH
1114
Freestone Capital Holdings
Washington
-$270K -3,748 Closed
BA
1115
Bristlecone Advisors
Washington
-$265K -3,683 Closed
ET
1116
Equitable Trust
Tennessee
-$265K -3,679 Closed
IB
1117
Intrust Bank
Kansas
-$261K -3,626 Closed
EWM
1118
Evercore Wealth Management
New York
-$259K -3,593 Closed
LCWP
1119
Legacy Capital Wealth Partners
Arkansas
-$258K -3,580 Closed
FFA
1120
Founders Financial Alliance
North Carolina
-$257K -3,570 Closed
FLPIM
1121
F.L. Putnam Investment Management
Massachusetts
-$255K -3,548 Closed
WWM
1122
Western Wealth Management
Colorado
-$253K -3,517 Closed
KAS
1123
KPP Advisory Services
Kentucky
-$252K -3,506 Closed
SA
1124
Sovran Advisors
California
-$258K -3,491 Closed
BBA
1125
BLB&B Advisors
Pennsylvania
-$247K -3,435 Closed