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Trade Desk

772 hedge funds and large institutions have $8.43B invested in Trade Desk in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 289 increasing their positions, 265 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $775M | Put options by funds: $680M

3.33% more ownership

Funds ownership: 82.19%85.51% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 265

18% less funds holding

Funds holding: 939772 (-167)

39% less capital invested

Capital invested by funds: $13.8B → $8.43B (-$5.35B)

58% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 254

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
772
Holders Change
-167
Holders Change %
-17.78%
% of All Funds
9.51%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
106
Increased
289
Reduced
265
Closed
254
Calls
$775M
Puts
$680M
Net Calls
+$94.4M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
401
Macquarie Group
Australia
$407K -$779K -26,991 -60%
WFP
402
Worthington Financial Partners
Ohio
$406K +$516K +17,886 New
GC
403
Guggenheim Capital
Illinois
$405K -$33.7K -1,167 -6%
SPIA
404
Steward Partners Investment Advisory
New York
$405K +$76.1K +2,637 +17%
SA
405
Sanctuary Advisors
Indiana
$405K -$117K -4,055 -19%
HCA
406
Harbor Capital Advisors
Illinois
$402K +$103K +3,578 +25%
AV
407
ASR Vermogensbeheer
Netherlands
$401K +$12K +414 +2%
WAM
408
Weiss Asset Management
Massachusetts
$398K -$17.1M -592,749 -97%
TRCT
409
Tower Research Capital (TRC)
New York
$397K -$978K -33,873 -66%
IC
410
Inscription Capital
Texas
$394K +$501K +17,347 New
ATFA
411
All Terrain Financial Advisors
Minnesota
$379K +$28.9K +1,000 +6%
AAIS
412
ABN AMRO Investment Solutions
$377K -$150K -5,207 -24%
TPW
413
Talon Private Wealth
Florida
$377K +$480K +16,613 New
WIA
414
World Investment Advisors
California
$376K +$100K +3,462 +26%
EWM
415
Empirical Wealth Management
Washington
$373K +$475K +16,445 New
TFM
416
TFC Financial Management
Massachusetts
$372K +$39.2K +1,359 +9%
SCB
417
Saudi Central Bank
Saudi Arabia
$369K +$469K +16,253 New
QCM
418
Qsemble Capital Management
New York
$363K +$462K +15,995 New
EWA
419
EP Wealth Advisors
California
$361K -$30.1K -1,044 -6%
DWM
420
Dynasty Wealth Management
Florida
$356K +$452K +15,669 New
MFG
421
Merit Financial Group
Georgia
$348K -$370K -12,809 -46%
VWM
422
Venturi Wealth Management
Texas
$347K +$137K +4,752 +45%
CL
423
Choreo LLC
Illinois
$347K +$179K +6,203 +78%
SAM
424
Stansberry Asset Management
Texas
$341K -$16.6K -576 -4%
Brown Advisory
425
Brown Advisory
Maryland
$337K -$43.4M -1,504,932 -99%