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Trade Desk

1,029 hedge funds and large institutions have $18.7B invested in Trade Desk in 2025 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 427 increasing their positions, 343 reducing their positions, and 290 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
-164
Holders Change %
-13.75%
% of All Funds
13.98%
Holding in Top 10
9
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-64%
% of All Funds
0.12%
New
146
Increased
427
Reduced
343
Closed
290
Calls
$1,000M
Puts
$905M
Net Calls
+$95.1M
Net Calls Change
+$270M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1126
Western Wealth Management
Colorado
-$402K -3,418 Closed
FC
1127
Fulcrum Capital
Washington
-$400K -3,400 Closed
LCWP
1128
Legacy Capital Wealth Partners
Arkansas
-$397K -3,380 Closed
AC
1129
ASB Consultores
Florida
-$391K -3,330 Closed
LCM
1130
Lazari Capital Management
California
-$384K -3,267 Closed
SCM
1131
Spring Capital Management
Texas
-$382K -3,250 Closed
JC
1132
Jacobs & Co
California
-$381K -3,250 Closed
JIC
1133
Johnson Investment Counsel
Ohio
-$381K -3,243 Closed
PM
1134
Parametrica Management
Hong Kong
-$379K -3,225 Closed
TIAM2
1135
Tru Independence Asset Management 2
Oregon
-$378K -3,220 Closed
GFG
1136
Greystone Financial Group
Michigan
-$369K -3,140 Closed
OFG
1137
Oxford Financial Group
Indiana
-$361K -3,069 Closed
FCBT
1138
First Citizens Bank & Trust
North Carolina
-$359K -3,056 Closed
AP
1139
Americana Partners
Texas
-$358K -3,044 Closed
USCWA
1140
U.S. Capital Wealth Advisors
Texas
-$356K -3,033 Closed
PIA
1141
Perennial Investment Advisors
California
-$355K -3,017 Closed
MFG
1142
MidWestOne Financial Group
Iowa
-$354K -3,015 Closed
CW
1143
CreativeOne Wealth
Kansas
-$351K -2,988 Closed
CCA
1144
Corps Capital Advisors
Texas
-$349K -2,970 Closed
FPAS
1145
Focus Partners Advisor Solutions
Missouri
-$349K -2,969 Closed
QWM
1146
Quadcap Wealth Management
Texas
-$348K -2,961 Closed
SGCA
1147
Steel Grove Capital Advisors
Tennessee
-$334K -2,844 Closed
CIC
1148
Carnegie Investment Counsel
Ohio
-$333K -2,830 Closed
MPI
1149
Mairs & Power Inc
Minnesota
-$327K -2,782 Closed
CA
1150
Cache Advisors
California
-$325K -2,767 Closed