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Trade Desk

771 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$775M
Puts
$680M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
651
Curio Wealth
Maryland
$3.68K
FCAS
652
First Command Advisory Services
Texas
$3.61K
RDFA
653
Ritter Daniher Financial Advisory
Ohio
$3.43K
NFSG
654
Newbridge Financial Services Group
Florida
$3.4K
GIA
655
GHP Investment Advisors
Colorado
$3.31K
EPAM
656
Evelyn Partners Asset Management
$3.22K
WETS
657
Wealth Enhancement Trust Services
South Dakota
$3.2K
NWMP
658
Noble Wealth Management PBC
Colorado
$3.18K
PWA
659
Physician Wealth Advisors
Utah
$3.13K
MCM
660
MV Capital Management
Maryland
$3.09K
HBW
661
Hazlett, Burt & Watson
West Virginia
$3K
DWM
662
Dogwood Wealth Management
Kansas
$3K
RTL
663
Red Tortoise LLC
Georgia
$3K
GSWM
664
Golden State Wealth Management
California
$2.95K
HNB
665
Hilltop National Bank
Wyoming
$2.93K
JWM
666
JPL Wealth Management
Colorado
$2.9K
CFM
667
Cornerstone Financial Management
Massachusetts
$2.61K
TFA
668
Transamerica Financial Advisors
Florida
$2.6K
CA
669
Crewe Advisors
Utah
$2.56K
FP
670
Financial Perspectives
Minnesota
$2.5K
JSAM
671
J. Safra Asset Management
New York
$2.4K
AS
672
Altshuler Shaham
Israel
$2.27K
OA
673
Operose Advisors
Wisconsin
$2.27K
BLC
674
Brown, Lisle/Cummings
Rhode Island
$2.27K
BFS
675
Burkett Financial Services
South Carolina
$2.27K