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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
FNWA
726
Financial Network Wealth Advisors
Utah
$658
WSFG
727
Wall Street Financial Group
Illinois
$658
PPC
728
Park Place Capital
Alabama
$635
MB
729
MidFirst Bank
Oklahoma
$590
WWM
730
Wolff Wiese Magana
California
$568
PWM
731
Proathlete Wealth Management
Florida
$567
BWL
732
Bogart Wealth LLC
Virginia
$567
IW
733
Imprint Wealth
South Carolina
$545
FHC
734
First Horizon Corporation
Tennessee
$499
FFO
735
Fortitude Family Office
Arizona
$476
OC
736
Oakworth Capital
Alabama
$454
BIM
737
Breakwater Investment Management
Washington
$454
RWM
738
Rialto Wealth Management
New York
$454
NS
739
NBC Securities
Alabama
$453
AP
740
Aspect Partners
Virginia
$431
BFS
741
Bare Financial Services
Pennsylvania
$431
HHCP
742
Hilton Head Capital Partners
South Carolina
$408
BHWM
743
Beaird Harris Wealth Management
Texas
$386
WA
744
WestEnd Advisors
North Carolina
$340
PWA
745
Portus Wealth Advisors
North Carolina
$340
IAS
746
IMA Advisory Services
Colorado
$317
MA
747
Montag & Associates
Georgia
$273
SN
748
Sittner & Nelson
Oregon
$273
FPF
749
First Pacific Financial
Washington
$227
NL
750
NVWM LLC
Pennsylvania
$227