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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
351
Zuckerman Investment Group
Illinois
$1.44M +$1.44M +20,000 New
PFWA
352
Paces Ferry Wealth Advisors
Georgia
$1.44M
GS
353
GTS Securities
New York
$1.44M +$1.44M +19,960 New
BFEC
354
Benjamin F. Edwards & Company
Missouri
$1.43M +$328K +4,561 +30%
Prudential Financial
355
Prudential Financial
New Jersey
$1.42M -$3.94M -54,750 -73%
GWSG
356
GPS Wealth Strategies Group
Colorado
$1.42M +$161K +2,232 +13%
AAS
357
Avantax Advisory Services
Texas
$1.39M +$114K +1,578 +9%
WA
358
Wealth Alliance
New York
$1.35M +$66.9K +929 +5%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$128K +1,778 +11%
BA
360
Bristlecone Advisors
Washington
$1.35M -$39.8K -553 -3%
EDRH
361
Edmond de Rothschild Holding
Switzerland
$1.34M +$162K +2,255 +14%
PWSG
362
Pacific Wealth Strategies Group
California
$1.34M -$22.2K -309 -2%
IHL
363
Investment House LLC
California
$1.33M -$139K -1,936 -9%
Pathstone Holdings
364
Pathstone Holdings
New Jersey
$1.32M +$1.32M +17,359 New
UCFA
365
United Capital Financial Advisors
Texas
$1.32M -$282K -3,917 -18%
EFG
366
Everhart Financial Group
Ohio
$1.31M +$175K +2,432 +15%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$1.29M +$228K +3,175 +22%
ECM
368
ExodusPoint Capital Management
New York
$1.26M +$1.26M +17,553 New
AI
369
AXS Investments
New York
$1.26M -$104K -1,450 -8%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$1.24M +$300K +4,169 +32%
AFP
371
Ausdal Financial Partners
Iowa
$1.23M -$288 -4 -0%
VF
372
Virtu Financial
New York
$1.23M +$1.23M +17,055 New
SFI
373
Siemens Fonds Invest
Germany
$1.22M
SWM
374
Spire Wealth Management
Virginia
$1.22M -$71.1K -1,064 -6%
Los Angeles Capital Management
375
Los Angeles Capital Management
California
$1.22M +$827K +11,494 +212%