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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
VI
476
Vestcor Inc
New Brunswick, Canada
$226K
CWM
477
Calamos Wealth Management
Illinois
$222K +$3.49K +121 +1%
CPWM
478
Cypress Point Wealth Management
Texas
$220K +$20.6K +714 +8%
WA
479
Wealth Alliance
New York
$220K +$65.7K +2,277 +31%
HIP
480
HUB Investment Partners
Texas
$219K +$279K +9,662 New
SWASL
481
Spartan Wealth Advisory Services LLC
Michigan
$219K +$278K +9,632 New
FRM
482
Fox Run Management
Connecticut
$217K -$265K -9,169 -48%
OC
483
Oppenheimer & Co
New York
$217K -$15.6K -540 -5%
SCA
484
Snowden Capital Advisors
New York
$214K -$3.78K -131 -1%
IA
485
IFP Advisors
Florida
$210K -$18.5K -642 -6%
RFN
486
Redwood Financial Network
Ohio
$210K -$19.4K -671 -7%
PVI
487
Pine Valley Investments
New Jersey
$207K +$289 +10 +0.1%
SF
488
Summit Financial
New Jersey
$205K +$25.4K +880 +11%
EI
489
Ethic Inc
New York
$205K -$115K -3,982 -31%
QI
490
Qtron Investments
Massachusetts
$204K
IWC
491
Integrated Wealth Concepts
Massachusetts
$201K +$103K +3,555 +67%
Bessemer Group
492
Bessemer Group
New Jersey
$196K +$199K +6,899 +398%
IAIM
493
International Assets Investment Management
Florida
$183K -$44.3K -1,534 -16%
VFA
494
Valeo Financial Advisors
Indiana
$177K -$47.2K -1,635 -17%
TE
495
Tema ETFs
New York
$173K +$1.01K +35 +0.5%
SFI
496
Siemens Fonds Invest
Germany
$144K -$102K -3,548 -36%
EW
497
Evoke Wealth
California
$142K -$398K -13,795 -69%
HP
498
Havemeyer Place
Connecticut
$135K -$1.46M -50,512 -89%
BIAS
499
Beacon Investment Advisory Services
New Jersey
$133K -$3.38M -117,008 -95%
1IA
500
1620 Investment Advisors
Massachusetts
$133K +$118K +4,104 +232%