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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
AW
726
Ankerstar Wealth
Texas
$658 -$2.51K -87 -75%
FNWA
727
Financial Network Wealth Advisors
Utah
$658
WSFG
728
Wall Street Financial Group
Illinois
$658 +$837 +29 New
PPC
729
Park Place Capital
Alabama
$635 +$722 +25 +833%
MB
730
MidFirst Bank
Oklahoma
$590 +$87 +3 +13%
WWM
731
Wolff Wiese Magana
California
$568 +$722 +25 New
PWM
732
Proathlete Wealth Management
Florida
$567
BWL
733
Bogart Wealth LLC
Virginia
$567 +$635 +22 +733%
IW
734
Imprint Wealth
South Carolina
$545
FHC
735
First Horizon Corporation
Tennessee
$499 +$433 +15 +214%
FFO
736
Fortitude Family Office
Arizona
$476 +$606 +21 New
OC
737
Oakworth Capital
Alabama
$454
BIM
738
Breakwater Investment Management
Washington
$454 +$577 +20 New
RWM
739
Rialto Wealth Management
New York
$454 +$577 +20 New
NS
740
NBC Securities
Alabama
$453
AP
741
Aspect Partners
Virginia
$431
BFS
742
Bare Financial Services
Pennsylvania
$431 +$289 +10 +111%
HHCP
743
Hilton Head Capital Partners
South Carolina
$408
BHWM
744
Beaird Harris Wealth Management
Texas
$386
WA
745
WestEnd Advisors
North Carolina
$340
PWA
746
Portus Wealth Advisors
North Carolina
$340 +$433 +15 New
IAS
747
IMA Advisory Services
Colorado
$317 -$231 -8 -36%
MA
748
Montag & Associates
Georgia
$273
SN
749
Sittner & Nelson
Oregon
$273
FPF
750
First Pacific Financial
Washington
$227 -$144 -5 -33%