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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
TG
851
TCW Group
California
-$547K -14,420 Closed
Empower Advisory Group
852
Empower Advisory Group
Colorado
-$545K -14,349 Closed
NICM
853
Neo Ivy Capital Management
New York
-$527K -13,894 Closed
CCM
854
Capstone Capital Management
-$525K -13,837 Closed
LI
855
LVZ Inc
Michigan
-$516K -13,581 Closed
SCM
856
Stevens Capital Management
Pennsylvania
-$514K -13,529 Closed
CCIA
857
Campbell & Co Investment Adviser
Maryland
-$512K -13,486 Closed
MA
858
Mutual Advisors
Nebraska
-$496K -13,063 Closed
HCM
859
Howard Capital Management
Georgia
-$461K -12,150 Closed
LIA
860
Limestone Investment Advisors
New York
-$458K -12,070 Closed
PG
861
Patten Group
Tennessee
-$456K -12,009 Closed
Envestnet Portfolio Solutions
862
Envestnet Portfolio Solutions
Illinois
-$455K -11,994 Closed
Natixis Advisors
863
Natixis Advisors
Massachusetts
-$441K -11,625 Closed
Twin Tree Management
864
Twin Tree Management
Texas
-$439K -11,555 Closed
GSIAS
865
Garden State Investment Advisory Services
New Jersey
-$435K -11,460 Closed
OIMU
866
Osmosis Investment Management UK
United Kingdom
-$429K -11,304 Closed
PAG
867
Private Advisor Group
New Jersey
-$409K -10,781 Closed
CNWM
868
Clay Northam Wealth Management
California
-$406K -10,708 Closed
PFWA
869
Paces Ferry Wealth Advisors
Georgia
-$404K -10,644 Closed
OSAM
870
O'Shaughnessy Asset Management
Connecticut
-$393K -10,361 Closed
BRWA
871
B. Riley Wealth Advisors
Florida
-$385K -10,144 Closed
AOWM
872
Asset One Wealth Management
Washington
-$298K -10,013 Closed
MW
873
Marble Wealth
Alabama
-$370K -9,750 Closed
OTL
874
Oak Thistle LLC
New York
-$365K -9,606 Closed
TC
875
T3 Companies
New York
-$360K -9,480 Closed