TTD icon

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 %
GT
1151
Greenleaf Trust
Michigan
-$323K -2,751 Closed
CWG
1152
Crown Wealth Group
North Carolina
-$323K -2,747 Closed
HIS
1153
Harvest Investment Services
Illinois
-$321K -2,731 Closed
LMKC
1154
L.M. Kohn & Company
Ohio
-$320K -2,722 Closed
LA
1155
Latitude Advisors
Florida
-$315K -2,679 Closed
CWM
1156
Concentrum Wealth Management
California
-$314K -2,675 Closed
PCA
1157
Pallas Capital Advisors
Massachusetts
-$313K -2,659 Closed
MC
1158
MIG Capital
California
-$312K -2,657 Closed
LFM
1159
LGT Fund Management
Liechtenstein
-$308K -2,620 Closed
EA
1160
Everpar Advisors
Oklahoma
-$307K -2,612 Closed
MCA
1161
Magnolia Capital Advisors
Mississippi
-$307K -2,608 Closed
WLPWM
1162
Walled Lake Planning & Wealth Management
Illinois
-$306K -2,606 Closed
GT
1163
Glenview Trust
Kentucky
-$303K -2,575 Closed
FFA
1164
Founders Financial Alliance
North Carolina
-$303K -2,575 Closed
BWP
1165
Barlow Wealth Partners
Kentucky
-$305K -2,550 Closed
BWM
1166
Baron Wealth Management
Michigan
-$299K -2,548 Closed
PCMF
1167
Private Capital Management (Florida)
Florida
-$299K -2,542 Closed
CPRC
1168
Consolidated Portfolio Review Corp
New York
-$298K -2,534 Closed
WP
1169
WMS Partners
Maryland
-$297K -2,531 Closed
IIC
1170
Integrated Investment Consultants
Michigan
-$296K -2,522 Closed
SIMG
1171
Sonora Investment Management Group
Arizona
-$296K -2,517 Closed
SBIA
1172
Sheaff Brock Investment Advisors
Indiana
-$295K -2,512 Closed
LWM
1173
Liberty Wealth Management
California
-$295K -2,507 Closed
CBA
1174
Coastal Bridge Advisors
Connecticut
-$294K -2,498 Closed
EP
1175
Edgestream Partners
New Jersey
-$292K -2,488 Closed