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Trade Desk

1,052 hedge funds and large institutions have $24.8B invested in Trade Desk in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 410 increasing their positions, 353 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+23
Holders Change %
+2.24%
% of All Funds
14.11%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
168
Increased
410
Reduced
353
Closed
129
Calls
$1.53B
Puts
$1.46B
Net Calls
+$69.1M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
CYG
1151
Clean Yield Group
Vermont
-$22.1K -404 Closed
CPBTD
1152
Central Pacific Bank - Trust Division
Hawaii
-$18K -329 Closed
RTC
1153
Riverview Trust Company
Washington
-$16.8K -307 Closed
BCMLT
1154
Beacon Capital Management LLC (Tennessee)
Tennessee
-$15.3K -280 Closed
IMC
1155
Investment Management Corporation
Virginia
-$11.6K -212 Closed
CA
1156
Continuum Advisory
Idaho
-$10.8K -198 Closed
NSIM
1157
North Star Investment Management
Illinois
-$10.4K -190 Closed
RA
1158
RiverPark Advisors
New York
-$9.8K -179 Closed
SCB
1159
Saudi Central Bank
Saudi Arabia
-$9.69K -177 Closed
MG
1160
Mather Group
Illinois
-$8.9K -163 Closed
AF
1161
Atala Financial
California
-$8.78K -159 Closed
LB
1162
Legacy Bridge
Iowa
-$8.21K -150 Closed
RAM
1163
Ramirez Asset Management
New York
-$8.21K -150 Closed
CTA
1164
Colonial Trust Advisors
South Carolina
-$5.47K -100 Closed
HCP
1165
Hexagon Capital Partners
Arkansas
-$1.53K -28 Closed
GSWM
1166
Golden State Wealth Management
California
-$1.48K -27 Closed
GWSA
1167
Global Wealth Strategies & Associates
Colorado
-$1.31K -24 Closed
RFA
1168
Reyes Financial Architecture
California
-$1.26K -23 Closed
NC
1169
NewSquare Capital
Pennsylvania
-$1.09K -20 Closed
UFF
1170
USA Financial Formulas
Michigan
-$1.04K -19 Closed
AP
1171
Aspect Partners
Virginia
-$930 -17 Closed
CI
1172
Cordant Inc
Oregon
-$931 -17 Closed
WW
1173
Winnow Wealth
Texas
-$639 -12 Closed
MSWM
1174
Mowery & Schoenfeld Wealth Management
Illinois
-$438 -8 Closed
GFPC
1175
Global Financial Private Client
Florida
-$438 -8 Closed