TTD icon

Trade Desk

951 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 343 increasing their positions, 334 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

27% less capital invested

Capital invested by funds: $24.9B → $18B (-$6.83B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less first-time investments, than exits

New positions opened: 151 | Existing positions closed: 246

Holders
951
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.71B
Puts
$1.75B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Mattern Wealth Management
Kansas
VCA
1102
Verdence Capital Advisors
Maryland
FCH
1103
Freestone Capital Holdings
Washington
BA
1104
Bristlecone Advisors
Washington
ET
1105
Equitable Trust
Tennessee
IB
1106
Intrust Bank
Kansas
EWM
1107
Evercore Wealth Management
New York
LCWP
1108
Legacy Capital Wealth Partners
Arkansas
FFA
1109
Founders Financial Alliance
North Carolina
FLPIM
1110
F.L. Putnam Investment Management
Massachusetts
WWM
1111
Western Wealth Management
Colorado
KAS
1112
KPP Advisory Services
Kentucky
SA
1113
Sovran Advisors
California
BBA
1114
BLB&B Advisors
Pennsylvania
PG
1115
Prostatis Group
Maryland
PPH
1116
Pure Portfolios Holdings
Oregon
OAM
1117
Occidental Asset Management
California
CAM
1118
Claret Asset Management
Quebec, Canada
GWM
1119
Greenwich Wealth Management
Connecticut
ONB
1120
Old National Bancorp
Indiana
PPWP
1121
Premier Path Wealth Partners
New Jersey
ORI
1122
Oak Ridge Investments
Illinois
AC
1123
Apella Capital
Connecticut
LCM
1124
Lazari Capital Management
California
FCFC
1125
First Commonwealth Financial Corp
Pennsylvania