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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
FMTCOCP
1176
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$22K -300 Closed
GM
1177
GeoWealth Management
Illinois
-$21.1K -293 Closed
FCG
1178
Financial Connections Group
California
-$20K -283 Closed
PAI
1179
Pittenger & Anderson Inc
Nebraska
-$20.2K -280 Closed
GEA
1180
Glen Eagle Advisors
New Jersey
-$18K -250 Closed
GC
1181
Garde Capital
Washington
-$12.6K -175 Closed
CW
1182
Curio Wealth
Maryland
-$11.5K -160 Closed
LFA
1183
LGT Financial Advisors
Texas
-$11.2K -155 Closed
CSPIA
1184
Cary Street Partners Investment Advisory
Virginia
-$9.65K -134 Closed
BFP
1185
Briaud Financial Planning
Texas
-$9K -130 Closed
SO
1186
Sierra Ocean
California
-$7.92K -110 Closed
DCM
1187
Davidson Capital Management
Texas
-$7.34K -102 Closed
CWP
1188
Clark Wealth Partners
Illinois
-$7.2K -100 Closed
GAG
1189
Goodman Advisory Group
Massachusetts
-$7.2K -100 Closed
MAFA
1190
MJT & Associates Financial Advisory
Minnesota
-$7.06K -98 Closed
RAM
1191
Riggs Asset Management
Pennsylvania
-$6.84K -95 Closed
HIA
1192
Harbor Investment Advisory
Maryland
-$6.33K -88 Closed
MSWA
1193
Marshall & Sterling Wealth Advisors
New York
-$5.4K -75 Closed
CF
1194
Cantor Fitzgerald
New York
-$5.33K -74 Closed
HIMS
1195
Hager Investment Management Services
New Hampshire
-$4.68K -65 Closed
CFB
1196
Cullen/Frost Bankers
Texas
-$4.39K -61 Closed
TIM
1197
Total Investment Management
Arizona
-$4.17K -58 Closed
MAWAG
1198
Mid-American Wealth Advisory Group
Missouri
-$3.81K -53 Closed
WCM
1199
WealthTrak Capital Management
Virginia
-$3.24K -45 Closed
WA
1200
Whipplewood Advisors
Colorado
-$3.24K -45 Closed