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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
BFS
676
Burkett Financial Services
South Carolina
$2.27K
SWIM
677
Smallwood Wealth Investment Management
New Jersey
$2.27K
SGFG
678
Silver Grove Financial Group
New York
$2.27K +$2.89K +100 New
ADL
679
Asset Dedication LLC
California
$2.11K -$33.9K -1,175 -93%
LWMI
680
Legacy Wealth Management (Idaho)
Idaho
$2.09K -$1.33K -46 -33%
B
681
Bayban
Minnesota
$2K +$1.18K +41 +87%
CH
682
Cromwell Holdings
Wyoming
$1.97K -$42.1K -1,458 -94%
BONH
683
Bank of New Hampshire
New Hampshire
$1.97K +$2.51K +87 New
FFA
684
Frazier Financial Advisors
Ohio
$1.92K +$1.42K +49 +140%
SIS
685
Sound Income Strategies
Florida
$1.87K -$7.79K -270 -76%
CSC
686
Caldwell Sutter Capital
California
$1.81K
IRC
687
Investors Research Corp
Georgia
$1.7K
SC
688
Swan Capital
Florida
$1.7K
VFM
689
Vision Financial Markets
Connecticut
$1.7K
HWM
690
HighMark Wealth Management
Minnesota
$1.7K
SSG
691
Summit Securities Group
New York
$1.63K -$16.8K -582 -89%
GBT
692
Grove Bank & Trust
Florida
$1.63K -$2.02K -70 -49%
PWMG
693
Prestige Wealth Management Group
New Jersey
$1.52K +$1.93K +67 New
CPG
694
Cornerstone Planning Group
New Jersey
$1.5K -$144 -5 -8%
DZ Bank
695
DZ Bank
Germany
$1.5K +$1.91K +66 +6,600%
MAM
696
Marquette Asset Management
Minnesota
$1.5K +$1.91K +66 New
BCM
697
Blume Capital Management
California
$1.43K -$1.79K -62 -50%
WB
698
Webster Bank
Connecticut
$1.41K
MWM
699
Mosley Wealth Management
California
$1.37K +$808 +28 New
DF
700
DecisionPoint Financial
Arizona
$1.36K