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Trade Desk

959 hedge funds and large institutions have $18B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 339 reducing their positions, and 248 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:

29% less capital invested

Capital invested by funds: $25.3B → $18B (-$7.24B)

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: 248

Holders
959
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
CAM
1126
Claret Asset Management
Quebec, Canada
GWM
1127
Greenwich Wealth Management
Connecticut
ONB
1128
Old National Bancorp
Indiana
PPWP
1129
Premier Path Wealth Partners
New Jersey
ORI
1130
Oak Ridge Investments
Illinois
AC
1131
Apella Capital
Connecticut
LCM
1132
Lazari Capital Management
California
FCFC
1133
First Commonwealth Financial Corp
Pennsylvania
PA
1134
PFG Advisors
Arizona
SCM
1135
Spring Capital Management
Texas
FFM
1136
Forum Financial Management
Illinois
Koshinski Asset Management
1137
Koshinski Asset Management
Illinois
BA
1138
Bridgewater Advisors
New York
JIC
1139
Johnson Investment Counsel
Ohio
EA
1140
Enclave Advisors
Texas
KAM
1141
Kazazian Asset Management
Florida
GC
1142
GatePass Capital
Ohio
XF
1143
XML Financial
Maryland
QWM
1144
Quadcap Wealth Management
Texas
TIAA Trust, National Association
1145
TIAA Trust, National Association
North Carolina
JSSH
1146
J. Safra Sarasin Holding
OFS
1147
OneAscent Financial Services
Alabama
KPWS
1148
Kestra Private Wealth Services
Texas
PWG
1149
Portside Wealth Group
Utah
MMA
1150
Miracle Mile Advisors
California