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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
NC
926
nVerses Capital
Florida
-$234K -6,176 Closed
ACM
927
Avalon Capital Management
California
-$234K -6,168 Closed
OCPWS
928
One Charles Private Wealth Services
Massachusetts
-$233K -6,125 Closed
TWM
929
Tradition Wealth Management
Minnesota
-$231K -6,076 Closed
FB
930
Fulton Bank
Pennsylvania
-$229K -6,045 Closed
FSA
931
Fort Sheridan Advisors
Illinois
-$229K -6,028 Closed
SWP
932
Stratos Wealth Partners
Ohio
-$229K -6,023 Closed
LNWTC
933
Laird Norton Wetherby Trust Company
Washington
-$228K -6,015 Closed
AWM
934
Arista Wealth Management
Nevada
-$228K -6,000 Closed
BL
935
Balentine LLC
Georgia
-$228K -6,000 Closed
FCM
936
Fairbanks Capital Management
California
-$228K -6,000 Closed
NA
937
Nautilus Advisors
California
-$227K -5,975 Closed
SWM
938
SeaCrest Wealth Management
New York
-$229K -5,935 Closed
WANY
939
Wealthspire Advisors (New York)
New York
-$225K -5,933 Closed
OCA
940
OpenArc Corporate Advisory
Georgia
-$224K -5,894 Closed
G
941
GenTrust
Florida
-$222K -5,848 Closed
AFG
942
Atomi Financial Group
New York
-$218K -5,744 Closed
V
943
ViaWealth
Kansas
-$216K -5,690 Closed
PWSG
944
Pacific Wealth Strategies Group
California
-$216K -5,685 Closed
HAG
945
HighPoint Advisor Group
Illinois
-$215K -5,674 Closed
PFA
946
Pure Financial Advisors
California
-$215K -5,673 Closed
NP
947
NorthRock Partners
Minnesota
-$215K -5,655 Closed
CBA
948
Coastal Bridge Advisors
Connecticut
-$213K -5,621 Closed
HTC
949
Haverford Trust Company
Pennsylvania
-$213K -5,616 Closed
WWM
950
Walser Wealth Management
Florida
-$212K -5,585 Closed