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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
PFG
426
Putney Financial Group
California
$335K -$2.66K -92 -0.6%
GA
427
GraniteShares Advisors
New York
$332K +$43.7K +1,513 +12%
SC
428
Syon Capital
California
$332K +$422K +14,617 New
LP
429
LMR Partners
United Kingdom
$325K -$325K -11,260 -44%
MGP
430
Metis Global Partners
California
$323K -$47.7K -1,653 -10%
CIA
431
Concurrent Investment Advisors
Florida
$320K +$107K +3,704 +36%
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$320K +$549 +19 +0.1%
MFAM
433
Motley Fool Asset Management
Virginia
$320K +$41.5K +1,438 +11%
CCM
434
Coldstream Capital Management
Washington
$313K +$144K +4,999 +57%
CPIG
435
Chicago Partners Investment Group
Illinois
$299K +$43.2K +1,498 +13%
NDSIB
436
North Dakota State Investment Board
North Dakota
$296K -$65.2K -2,258 -15%
SS
437
SBI Securities
Japan
$291K +$61.6K +2,133 +20%
LAM
438
Lifestyle Asset Management
Texas
$289K +$144K +4,986 +64%
HFS
439
Hantz Financial Services
Michigan
$282K +$266K +9,225 +289%
IAA
440
Independent Advisor Alliance
North Carolina
$280K -$502K -17,402 -59%
GAG
441
GM Advisory Group
New York
$280K +$11K +380 +3%
BAAM
442
Baker Avenue Asset Management
California
$279K +$356K +12,316 New
KBFS
443
Kohmann Bosshard Financial Services
Ohio
$279K +$1.1K +38 +0.3%
GS
444
GTS Securities
New York
$278K -$38.9K -1,349 -10%
AGWCA
445
Annis Gardner Whiting Capital Advisors
Florida
$278K -$10.5K -362 -3%
MSA
446
MUFG Securities Americas
New York
$276K +$9.3K +322 +3%
CWM
447
Centurion Wealth Management
Virginia
$274K +$124K +4,299 +55%
AFP
448
Ausdal Financial Partners
Iowa
$274K -$51.2K -1,772 -13%
SAM
449
Securian Asset Management
Minnesota
$269K -$2.89K -100 -0.8%
OAM
450
Ostrum Asset Management
France
$267K +$290K +10,037 +583%