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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
ARG
401
Advisory Resource Group
Oklahoma
$659K -$67K -1,100 -9%
AFO
402
Arrowroot Family Office
California
$656K +$656K +10,774 New
IFWM
403
Institute for Wealth Management
Colorado
$646K -$44.6K -732 -6%
AIMCA
404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$646K +$646K +10,600 New
VI
405
Vestcor Inc
New Brunswick, Canada
$638K -$3.17K -52 -0.5%
RFN
406
Redwood Financial Network
Ohio
$626K +$10.2K +167 +2%
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$623K +$173K +2,835 +38%
HTC
408
Haverford Trust Company
Pennsylvania
$623K -$21.9K -360 -3%
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$620K -$1.52K -25 -0.2%
SWS
410
SYSTM Wealth Solutions
Illinois
$617K +$309K +5,069 +100%
HPC
411
HM Payson & Co
Maine
$613K
ACM
412
Ascendant Capital Management
California
$609K
SW
413
SteelPeak Wealth
California
$600K +$88.8K +1,458 +17%
AAS
414
Avantax Advisory Services
Texas
$591K -$36.2K -595 -6%
SPIA
415
Steward Partners Investment Advisory
New York
$587K +$548 +9 +0.1%
SFS
416
Stiles Financial Services
Minnesota
$582K -$122 -2 -0%
OCPWS
417
One Charles Private Wealth Services
Massachusetts
$579K
SBIA
418
Sheaff Brock Investment Advisors
Indiana
$577K +$6.09K +100 +1%
CG
419
Caprock Group
Idaho
$572K +$89.1K +1,462 +18%
BMSSC
420
B. Metzler seel. Sohn & Co
Germany
$569K +$70.2K +1,153 +14%
YMRC
421
Yorktown Management & Research Company
Virginia
$565K
PWM
422
Perigon Wealth Management
California
$562K +$259K +4,260 +86%
TMAM
423
Tokio Marine Asset Management
Japan
$561K +$50.2K +824 +10%
LA
424
LBP AM
France
$554K -$38.6K -633 -7%
C
425
Certuity
Florida
$552K +$609 +10 +0.1%