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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
CFG
651
Clayton Financial Group
Missouri
$3.7K +$1.5K +52 +47%
CW
652
Curio Wealth
Maryland
$3.68K +$29 +1 +0.6%
FCAS
653
First Command Advisory Services
Texas
$3.61K +$4.59K +159 New
RDFA
654
Ritter Daniher Financial Advisory
Ohio
$3.43K
NFSG
655
Newbridge Financial Services Group
Florida
$3.4K
GIA
656
GHP Investment Advisors
Colorado
$3.31K -$4.68K -162 -53%
EPAM
657
Evelyn Partners Asset Management
$3.22K
WETS
658
Wealth Enhancement Trust Services
South Dakota
$3.2K +$4.07K +141 New
NWMP
659
Noble Wealth Management PBC
Colorado
$3.18K +$4.04K +140 New
PWA
660
Physician Wealth Advisors
Utah
$3.13K +$3.26K +113 +452%
MCM
661
MV Capital Management
Maryland
$3.09K +$982 +34 +33%
HBW
662
Hazlett, Burt & Watson
West Virginia
$3K
DWM
663
Dogwood Wealth Management
Kansas
$3K
RTL
664
Red Tortoise LLC
Georgia
$3K +$3.81K +132 New
GSWM
665
Golden State Wealth Management
California
$2.95K
HNB
666
Hilltop National Bank
Wyoming
$2.93K +$3.72K +129 New
JWM
667
JPL Wealth Management
Colorado
$2.9K +$3.7K +128 New
CFM
668
Cornerstone Financial Management
Massachusetts
$2.61K +$2.6K +90 +360%
TFA
669
Transamerica Financial Advisors
Florida
$2.6K -$87 -3 -3%
CA
670
Crewe Advisors
Utah
$2.56K +$520 +18 +19%
FP
671
Financial Perspectives
Minnesota
$2.5K
JSAM
672
J. Safra Asset Management
New York
$2.4K +$3.06K +106 New
AS
673
Altshuler Shaham
Israel
$2.27K -$14.4K -500 -83%
OA
674
Operose Advisors
Wisconsin
$2.27K -$2.89K -100 -50%
BLC
675
Brown, Lisle/Cummings
Rhode Island
$2.27K