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Trade Desk

962 hedge funds and large institutions have $18.1B invested in Trade Desk in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 347 increasing their positions, 341 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.4% more ownership

Funds ownership: 77.17%82.57% (+5.4%)

2% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 341

2% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $1.75B

10% less funds holding

Funds holding: 1,072962 (-110)

29% less capital invested

Capital invested by funds: $25.3B → $18.1B (-$7.25B)

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: 250

Holders
962
Holders Change
-110
Holders Change %
-10.26%
% of All Funds
12.63%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
150
Increased
347
Reduced
341
Closed
250
Calls
$1.71B
Puts
$1.75B
Net Calls
-$36.3M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1151
Kestra Private Wealth Services
Texas
-$213K -2,954 Closed
PWG
1152
Portside Wealth Group
Utah
-$210K -2,912 Closed
MMA
1153
Miracle Mile Advisors
California
-$209K -2,899 Closed
JSL
1154
JT Stratford LLC
Georgia
-$207K -2,877 Closed
AWM
1155
Axxcess Wealth Management
California
-$206K -2,862 Closed
LNWWM
1156
Laird Norton Wetherby Wealth Management
California
-$206K -2,860 Closed
DWT
1157
Dorsey & Whitney Trust
South Dakota
-$205K -2,851 Closed
MFG
1158
MidWestOne Financial Group
Iowa
-$201K -2,789 Closed
NAS
1159
Nicolet Advisory Services
Wisconsin
-$200K -2,328 Closed
ACM
1160
Aster Capital Management
United Arab Emirates
-$148K -2,058 Closed
WTFG
1161
Wood Tarver Financial Group
Idaho
-$144K -2,002 Closed
Optiver Holding
1162
Optiver Holding
Netherlands
-$69.3K -1,092 Closed
TSMHT
1163
Thurston Springer Miller Herd & Titak
Indiana
-$58.2K -808 Closed
ABWM
1164
Alpine Bank Wealth Management
Colorado
-$54K -750 Closed
BCM
1165
Berbice Capital Management
New York
-$54K -750 Closed
RI
1166
Ridgewood Investments
New Jersey
-$47.5K -660 Closed
AFG
1167
Albion Financial Group
Utah
-$39.2K -544 Closed
AWM
1168
Avondale Wealth Management
Texas
-$36K -500 Closed
OWA
1169
Opal Wealth Advisors
New York
-$33K -459 Closed
WOC
1170
West Oak Capital
California
-$306 -425 Closed
CNBT
1171
Cornerstone National Bank & Trust
Illinois
-$29.2K -405 Closed
PSFG
1172
Park Square Financial Group
Georgia
-$28.8K -400 Closed
TPWA
1173
Twin Peaks Wealth Advisors
California
-$20.9K -393 Closed
T
1174
Transce3nd
Texas
-$28.1K -390 Closed
PP
1175
Pacifica Partners
Canada
-$25.7K -370 Closed