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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
W
626
WealthCollab
Washington
$6.81K
HNW
627
High Note Wealth
Minnesota
$6.81K +$8.66K +300 New
A
628
Allianz
Germany
$6.58K +$8.37K +290 New
HDIM
629
Hanson & Doremus Investment Management
Vermont
$6K +$7.51K +260 New
VWM
630
Vermillion Wealth Management
Minnesota
$5.72K -$28.8K -998 -80%
JWA
631
JFS Wealth Advisors
Pennsylvania
$5.72K -$231 -8 -3%
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$5.67K
PMFA
633
Plante Moran Financial Advisors
Michigan
$5.67K
KG
634
Kilter Group
New York
$5.61K +$404 +14 +6%
TWM
635
TopTier Wealth Management
Wisconsin
$5.45K +$6.93K +240 New
HIC
636
Hamrick Investment Counsel
Washington
$5.26K
C
637
Covestor
United Kingdom
$5K +$1.07K +37 +19%
BW
638
Bravera Wealth
North Dakota
$4.72K +$5.72K +198 +1,980%
AIM
639
Axiom Investment Management
New York
$4.61K +$5.86K +203 New
PF
640
PlanVest Financial
Maryland
$4.54K +$5.77K +200 New
AIM
641
Anchor Investment Management
South Carolina
$4.31K
BT
642
Banque Transatlantique
France
$4.31K +$4.04K +140 +280%
MWA
643
Merkkuri Wealth Advisors
New York
$4.09K +$5.2K +180 New
FC
644
Financial Consulate
Maryland
$4.08K
QL
645
Quarry LP
New York
$4.08K -$22.9K -793 -82%
OCM
646
Osbon Capital Management
Massachusetts
$4.06K
PTC
647
Private Trust Company
Ohio
$3.99K -$14.6K -506 -74%
DWM
648
Darwin Wealth Management
Florida
$3.97K
RPA
649
Redwood Park Advisors
California
$3.86K +$4.91K +170 New
BIA
650
Bell Investment Advisors
California
$3.79K +$2.25K +78 +88%