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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
SWA
801
Stratos Wealth Advisors
Ohio
-$3.21M -84,512 Closed
CWM
802
CMH Wealth Management
New Hampshire
-$3.12M -82,067 Closed
AIMCA
803
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.46M -64,903 Closed
VAS
804
Vestmark Advisory Solutions
Massachusetts
-$2.26M -59,630 Closed
TAMH
805
Taikang Asset Management (HK)
Hong Kong
-$2.23M -58,716 Closed
Hudson Bay Capital Management
806
Hudson Bay Capital Management
Connecticut
-$2.04M -53,640 Closed
FG
807
Formula Growth
Quebec, Canada
-$1.9M -50,000 Closed
TFA
808
Teamwork Financial Advisors
Texas
-$1.89M -49,883 Closed
SSA
809
Schonfeld Strategic Advisors
New York
-$1.78M -46,834 Closed
PP
810
PDT Partners
New York
-$1.64M -43,300 Closed
CFM
811
Catalyst Funds Management
Australia
-$1.59M -42,000 Closed
HFM
812
Harvest Fund Management
China
-$4.83M -41,317 Closed
AA
813
ALPS Advisors
Colorado
-$1.56M -41,087 Closed
AAF
814
Andra AP-fonden
Sweden
-$1.54M -40,605 Closed
MIM
815
Morningstar Investment Management
Illinois
-$1.51M -39,766 Closed
JWCA
816
J.W. Cole Advisors
Florida
-$1.43M -37,989 Closed
Connor, Clark & Lunn Investment Management (CC&L)
817
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.43M -37,792 Closed
MTIM
818
Marathon Trading Investment Management
Pennsylvania
-$1.43M -37,622 Closed
PIMJS
819
PKO Investment Management Joint-Stock
Poland
-$1.33M -35,000 Closed
Lido Advisors
820
Lido Advisors
California
-$1.63M -33,709 Closed
DAS
821
Dynamic Advisor Solutions
Arizona
-$1.27M -33,367 Closed
Balyasny Asset Management
822
Balyasny Asset Management
Illinois
-$909K -31,477 Closed
DFCM
823
Dark Forest Capital Management
Puerto Rico
-$1.18M -31,217 Closed
OAM
824
Oppenheimer Asset Management
New York
-$1.1M -28,925 Closed
WE
825
Wealth Effects
Massachusetts
-$1.1M -28,850 Closed