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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 %
SW
1251
SteelPeak Wealth
California
-$216K -1,836 Closed
PP
1252
PDS Planning
Ohio
-$215K -1,830 Closed
CIA
1253
Capital Investment Advisors
Georgia
-$214K -1,824 Closed
PCS
1254
Personal CFO Solutions
New Jersey
-$214K -1,818 Closed
IF
1255
Integrity Financial
Wyoming
-$212K -1,800 Closed
CWIG
1256
Chung Wu Investment Group
Texas
-$212K -1,800 Closed
DSAM
1257
Dock Street Asset Management
Florida
-$210K -1,790 Closed
FFS
1258
Founders Financial Securities
Maryland
-$210K -1,787 Closed
GT
1259
Glenmede Trust
Pennsylvania
-$210K -1,785 Closed
FAN
1260
Financial Advisors Network
California
-$210K -1,784 Closed
RIA
1261
Realta Investment Advisors
Delaware
-$216K -1,774 Closed
GGA
1262
Granite Group Advisors
Connecticut
-$208K -1,768 Closed
OC
1263
Oarsman Capital
Wisconsin
-$208K -1,766 Closed
FMI
1264
F/M Investments
District of Columbia
-$207K -1,761 Closed
WA
1265
WP Advisors
California
-$206K -1,755 Closed
WCFA
1266
Walkner Condon Financial Advisors
Wisconsin
-$206K -1,750 Closed
IA
1267
IFC Advisors
California
-$204K -1,739 Closed
MIC
1268
Means Investment Company
Maine
-$204K -1,736 Closed
LAM
1269
L2 Asset Management
Massachusetts
-$204K -1,735 Closed
NWWA
1270
New Wave Wealth Advisors
Arkansas
-$202K -1,721 Closed
WAG
1271
Winthrop Advisory Group
Massachusetts
-$200K -1,703 Closed
WPWM
1272
Western Pacific Wealth Management
Illinois
-$118K -1,000 Closed
CAS
1273
Coppell Advisory Solutions
Texas
-$118K -985 Closed
IWM
1274
IMG Wealth Management
Florida
-$97K -825 Closed
SIS
1275
Strategic Investment Solutions
Illinois
-$57.6K -800 Closed