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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 %
FLP
1276
Financial Life Planners
Arizona
-$89.3K -760 Closed
VCM
1277
Versant Capital Management
Arizona
-$82K -698 Closed
CFFP
1278
Center for Financial Planning
Michigan
-$77.5K -659 Closed
CIAM
1279
Caitong International Asset Management
Hong Kong
-$73.8K -628 Closed
GM
1280
GeoWealth Management
Illinois
-$67.6K -575 Closed
SSG
1281
Summit Securities Group
New York
-$63.7K -542 Closed
HIIFS
1282
Harel Insurance Investments & Financial Services
Israel
-$63K -536 Closed
BP
1283
BNP Paribas
France
-$50K -425 Closed
LC
1284
Lavaca Capital
Texas
-$49.1K -418 Closed
CJ
1285
Caitlin John
Michigan
-$48.3K -411 Closed
SAM
1286
Synergy Asset Management
Washington
-$34K -310 Closed
ETC
1287
Exchange Traded Concepts
Oklahoma
-$35.4K -301 Closed
AFM
1288
Aspetuck Financial Management
Connecticut
-$35.3K -300 Closed
ME
1289
McIlrath & Eck
Washington
-$34.1K -290 Closed
AAM
1290
Advisors Asset Management
Colorado
-$31.6K -269 Closed
RWM
1291
Rialto Wealth Management
New York
-$26.2K -223 Closed
MCM
1292
MidAtlantic Capital Management
Virginia
-$22.8K -194 Closed
OC
1293
Oakworth Capital
Alabama
-$17.6K -150 Closed
Fuller & Thaler Asset Management
1294
Fuller & Thaler Asset Management
California
-$14.7K -125 Closed
CFB
1295
Cullen/Frost Bankers
Texas
-$8.82K -75 Closed
FIA
1296
FPC Investment Advisory
California
-$8.19K -69 Closed
CDIEC
1297
Crédit Industriel et Commercial
France
-$7.64K -65 Closed
NWM
1298
Nova Wealth Management
Florida
-$7.05K -60 Closed
DMIC
1299
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$6.58K -56 Closed
PA
1300
Pineridge Advisors
Missouri
-$5.88K -50 Closed