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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
WBC
701
West Branch Capital
Massachusetts
$1.36K
CT
702
Colonial Trust
South Carolina
$1.36K -$3.23K -112 -65%
LWM
703
Lodestone Wealth Management
Washington
$1.29K
SG
704
Sankala Group
Colorado
$1.28K +$1.73K +60 New
PS
705
PayPay Securities
Japan
$1.27K +$375 +13 +30%
S
706
Sachetta
Massachusetts
$1.2K -$58 -2 -4%
CFB
707
Cullen/Frost Bankers
Texas
$1.18K -$404 -14 -21%
KB
708
Kimelman & Baird
New York
$1.14K
ME
709
McIlrath & Eck
Washington
$1.14K
DFC
710
DB Fitzpatrick & Co
Idaho
$1.14K +$260 +9 +22%
T
711
Tidemark
California
$1.09K
SEP
712
Signature Equity Partners
Ohio
$1.04K -$10.7K -372 -89%
CAL
713
Capital Advisors Ltd
Ohio
$1K -$27.7K -958 -96%
CAL
714
Capital Analysts LLC
Pennsylvania
$1K
CMP
715
Coston McIsaac & Partners
Maine
$1K +$87 +3 +6%
AW
716
Avion Wealth
Texas
$1K +$115 +4 +9%
PWMG
717
Private Wealth Management Group
New Jersey
$976 -$29 -1 -2%
AT
718
Arlington Trust
Alabama
$930 +$1.18K +41 New
DSC
719
Duncker Streett & Co
Missouri
$908
TCM
720
Tradewinds Capital Management
Washington
$908
PWS
721
Peterson Wealth Services
Utah
$840
AWM
722
Activest Wealth Management
Florida
$765 +$375 +13 +62%
PUI
723
Purpose Unlimited Inc
$749 -$4.74K -164 -83%
BDPWM
724
Barnes Dennig Private Wealth Management
Ohio
$726
MCA
725
McGuire Capital Advisors
Oklahoma
$681