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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
FLC
876
Fifth Lane Capital
Texas
-$353K -9,300 Closed
AIM
877
Aigen Investment Management
New York
-$352K -9,265 Closed
IFWM
878
Institute for Wealth Management
Colorado
-$336K -8,840 Closed
SB
879
Strategic Blueprint
Georgia
-$331K -8,727 Closed
CIP
880
Capital Insight Partners
Arizona
-$329K -8,721 Closed
SCP
881
Sender Company & Partners
New York
-$327K -8,622 Closed
PS
882
Principal Securities
Iowa
-$323K -8,516 Closed
SW
883
SteelPeak Wealth
California
-$317K -8,361 Closed
LFAS
884
Level Four Advisory Services
Texas
-$307K -8,098 Closed
SFS
885
Sowell Financial Services
Arkansas
-$303K -7,979 Closed
TWP
886
Tempus Wealth Planning
California
-$301K -7,921 Closed
PP
887
Prudential plc
United Kingdom
-$300K -7,904 Closed
DACS
888
Dymon Asia Capital (Singapore)
Singapore
-$297K -7,834 Closed
FWP
889
Forefront Wealth Partners
Texas
-$296K -7,794 Closed
GCM
890
Gallacher Capital Management
Colorado
-$295K -7,759 Closed
PFG
891
PAX Financial Group
Texas
-$294K -7,756 Closed
PCIA
892
Prime Capital Investment Advisors
Kansas
-$292K -7,687 Closed
DILIC
893
Dai-ichi Life Insurance Company
Japan
-$291K -7,666 Closed
VWA
894
Visionary Wealth Advisors
Illinois
-$287K -7,562 Closed
Kovitz Investment Group Partners
895
Kovitz Investment Group Partners
Illinois
-$286K -7,532 Closed
CCFM
896
Clear Creek Financial Management
Washington
-$285K -7,517 Closed
PA
897
PharVision Advisers
Florida
-$284K -7,486 Closed
AA
898
Altrafin AG
-$281K -7,405 Closed
OCBCO
899
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$278K -7,311 Closed
VFA
900
Voya Financial Advisors
Connecticut
-$281K -7,309 Closed