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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
RBFC
951
Roman Butler Fullerton & Co
Missouri
-$206K -5,583 Closed
WMA
952
Wealth Management Associates
New Jersey
-$212K -5,581 Closed
AC
953
AlphaCore Capital
California
-$210K -5,541 Closed
DI
954
DDFG Inc
California
-$209K -5,500 Closed
GKWIM
955
Gerber Kawasaki Wealth & Investment Management
California
-$208K -5,485 Closed
IFG
956
Independent Financial Group
California
-$208K -5,478 Closed
MYLI
957
Meiji Yasuda Life Insurance
Japan
-$208K -5,472 Closed
LCM
958
LCM Capital Management
Illinois
-$205K -5,397 Closed
GHA
959
Granite Harbor Advisors
Texas
-$202K -5,331 Closed
FTUS
960
Flow Traders U.S.
New York
-$201K -5,308 Closed
WS
961
Wedbush Securities
California
-$201K -5,300 Closed
IAS
962
Insigneo Advisory Services
Florida
-$200K -5,271 Closed
PIM
963
Plato Investment Management
Australia
-$153K -4,004 Closed
KC
964
Knuff & Co
California
-$152K -4,000 Closed
DSC
965
Daytona Street Capital
Missouri
-$133K -3,500 Closed
UCB
966
United Community Bank
South Carolina
-$127K -3,355 Closed
WC
967
Wexford Capital
Florida
-$104K -2,729 Closed
FIA
968
FNY Investment Advisers
New York
-$90K -2,378 Closed
BC
969
BIT Capital
Germany
-$77.4K -2,039 Closed
PPA
970
Pilgrim Partners Asia
Singapore
-$63K -1,660 Closed
WT
971
Whittier Trust
California
-$48.2K -1,214 Closed
A
972
AlphaQuest
New York
-$41.3K -1,087 Closed
SIM
973
Sentry Investment Management
Wisconsin
-$41K -1,068 Closed
RF
974
Roxbury Financial
New Jersey
-$38.9K -1,024 Closed
TFA
975
Toth Financial Advisory
Virginia
-$38K -1,000 Closed