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 %
NFG
1201
Nadler Financial Group
Illinois
-$257K -2,190 Closed
T
1202
TrueFG
Texas
-$257K -2,188 Closed
FHC
1203
First Heartland Consultants
Missouri
-$256K -2,181 Closed
NAM
1204
NorthCrest Asset Manangement
Minnesota
-$255K -2,168 Closed
HAS
1205
HBW Advisory Services
California
-$254K -2,165 Closed
AWC
1206
Abundance Wealth Counselors
Pennsylvania
-$254K -2,161 Closed
PCA
1207
Prosperity Capital Advisors
Ohio
-$253K -2,154 Closed
CFG
1208
Citizens Financial Group
Rhode Island
-$252K -2,143 Closed
WWP
1209
Wise Wealth Partners
Arizona
-$248K -2,107 Closed
SVWAG
1210
Sound View Wealth Advisors Group
Georgia
-$246K -2,093 Closed
JSL
1211
JT Stratford LLC
Georgia
-$246K -2,091 Closed
CAM
1212
Claret Asset Management
Quebec, Canada
-$243K -2,070 Closed
GFG
1213
Goldstone Financial Group
Illinois
-$243K -2,068 Closed
BFA
1214
Beaumont Financial Advisors
Massachusetts
-$242K -2,058 Closed
GFA
1215
Gallagher Fiduciary Advisors
Illinois
-$242K -2,057 Closed
DPI
1216
Diversified Portfolios Inc
Michigan
-$240K -2,045 Closed
KMWM
1217
Keudell/Morrison Wealth Management
Oregon
-$239K -2,034 Closed
RWP
1218
RWA Wealth Partners
Massachusetts
-$239K -2,032 Closed
AWA
1219
Arbor Wealth Advisors
Michigan
-$239K -2,030 Closed
PA
1220
PFG Advisors
Arizona
-$237K -2,020 Closed
AP
1221
Appleton Partners
Massachusetts
-$236K -2,009 Closed
SFP
1222
SwitchPoint Financial Planning
Utah
-$236K -2,006 Closed
HCM
1223
Hall Capital Management
Rhode Island
-$236K -2,006 Closed
CAMG
1224
CWA Asset Management Group
Florida
-$236K -2,006 Closed
FSC
1225
Full Sail Capital
Oklahoma
-$236K -2,005 Closed