We are live on ! Find out more
TTD icon

Trade Desk

771 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$775M
Puts
$680M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1001
Atlantic Edge Private Wealth Management
Florida
AF
1002
Aviso Financial
Ontario, Canada
VWWMG
1003
Vermillion & White Wealth Management Group
Pennsylvania
WIM
1004
Westside Investment Management
California
CIAS
1005
CBIZ Investment Advisory Services
Ohio
MAS
1006
MPWM Advisory Solutions
Georgia
VWA
1007
Valued Wealth Advisors
Utah
TPBG
1008
Turning Point Benefit Group
Maryland
IBOK
1009
Independence Bank of Kentucky
Kentucky
NSIM
1010
North Star Investment Management
Illinois
HCM
1011
Horrell Capital Management
Arkansas
CWP
1012
Concord Wealth Partners
Virginia
RBC
1013
Roble Belko & Company
Pennsylvania
AIS
1014
Advocate Investing Services
Maryland
DCM
1015
Davis Capital Management
Florida
CWM
1016
Cedar Wealth Management
California
BCWM
1017
Bartlett & Co Wealth Management
Ohio
TBFA
1018
Three Bearings Fiduciary Advisors
New Hampshire
SFG
1019
Strive Financial Group
Indiana
1CP
1020
1015 Capital Partners
Pennsylvania
Q1WB
1021
Quest 10 Wealth Builders
Virginia
HIA
1022
HFM Investment Advisors
New Jersey
OC
1023
Optima Capital
Oregon
SA
1024
Seneschal Advisors
Washington