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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
SWIM
676
Smallwood Wealth Investment Management
New Jersey
$2.27K
SGFG
677
Silver Grove Financial Group
New York
$2.27K
ADL
678
Asset Dedication LLC
California
$2.11K
LWMI
679
Legacy Wealth Management (Idaho)
Idaho
$2.09K
B
680
Bayban
Minnesota
$2K
CH
681
Cromwell Holdings
Wyoming
$1.97K
BONH
682
Bank of New Hampshire
New Hampshire
$1.97K
FFA
683
Frazier Financial Advisors
Ohio
$1.92K
SIS
684
Sound Income Strategies
Florida
$1.87K
CSC
685
Caldwell Sutter Capital
California
$1.81K
IRC
686
Investors Research Corp
Georgia
$1.7K
SC
687
Swan Capital
Florida
$1.7K
VFM
688
Vision Financial Markets
Connecticut
$1.7K
HWM
689
HighMark Wealth Management
Minnesota
$1.7K
SSG
690
Summit Securities Group
New York
$1.63K
GBT
691
Grove Bank & Trust
Florida
$1.63K
PWMG
692
Prestige Wealth Management Group
New Jersey
$1.52K
CPG
693
Cornerstone Planning Group
New Jersey
$1.5K
DZ Bank
694
DZ Bank
Germany
$1.5K
MAM
695
Marquette Asset Management
Minnesota
$1.5K
BCM
696
Blume Capital Management
California
$1.43K
WB
697
Webster Bank
Connecticut
$1.41K
MWM
698
Mosley Wealth Management
California
$1.37K
DF
699
DecisionPoint Financial
Arizona
$1.36K
WBC
700
West Branch Capital
Massachusetts
$1.36K