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 %
OFS
1226
OneAscent Financial Services
Alabama
-$236K -2,004 Closed
OQS
1227
Occudo Quantitative Strategies
Florida
-$235K -2,003 Closed
HA
1228
Huntleigh Advisors
Missouri
-$235K -2,000 Closed
JJBC
1229
James J. Burns & Company
New York
-$235K -2,000 Closed
CC
1230
Cypress Capital
Tennessee
-$235K -2,000 Closed
AFA
1231
American Financial Advisors
Georgia
-$235K -2,000 Closed
OPW
1232
Osprey Private Wealth
New York
-$235K -2,000 Closed
AIA
1233
AIMZ Investment Advisors
California
-$235K -2,000 Closed
MC
1234
Mathes Company
New York
-$235K -2,000 Closed
HVIA
1235
Hudson Valley Investment Advisors
New York
-$235K -2,000 Closed
GPA
1236
Guerra Pan Advisors
New Jersey
-$232K -1,975 Closed
PP
1237
Postrock Partners
Oregon
-$231K -1,968 Closed
PL
1238
Plancorp LLC
Missouri
-$228K -1,943 Closed
VW
1239
Vance Wealth
California
-$228K -1,940 Closed
AAS
1240
Annex Advisory Services
Wisconsin
-$228K -1,939 Closed
KIA
1241
KCM Investment Advisors
California
-$227K -1,931 Closed
LA
1242
Legacy Advisors
Pennsylvania
-$227K -1,929 Closed
AWM
1243
Avior Wealth Management
Nebraska
-$227K -1,928 Closed
RCAG
1244
Rehmann Capital Advisory Group
Michigan
-$226K -1,921 Closed
BCM
1245
BluePointe Capital Management
California
-$223K -1,901 Closed
CA
1246
Claris Advisors
Missouri
-$223K -1,897 Closed
KA
1247
Kovack Advisors
Florida
-$222K -1,889 Closed
FTWA
1248
Fifth Third Wealth Advisors
Ohio
-$217K -1,849 Closed
LJAC
1249
L.J. Altfest & Co
New York
-$217K -1,845 Closed
HL
1250
HeadInvest LLC
Maine
-$216K -1,840 Closed