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Trade Desk

853 hedge funds and large institutions have $26.1B invested in Trade Desk in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 279 increasing their positions, 298 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+84
Holders Change %
+10.92%
% of All Funds
13.45%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
145
Increased
279
Reduced
298
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
401
Two Sigma Securities
New York
$976K +$675K +8,737 +224%
LCGC
402
Legacy Capital Group California
California
$975K +$975K +12,626 New
ZCM
403
Zenyatta Capital Management
Delaware
$965K -$579K -7,500 -38%
VEA
404
Virtus ETF Advisers
New York
$960K +$960K +12,429 New
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$946K +$483K +6,260 +105%
HSA
406
HBK Sorce Advisory
Pennsylvania
$938K -$87.6K -1,135 -9%
ClearBridge Investments
407
ClearBridge Investments
New York
$936K +$936K +12,118 New
FTDI
408
First Trust Direct Indexing
Massachusetts
$932K +$233K +3,014 +33%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$929K +$78K +1,010 +9%
ONGA
410
O'Neil Global Advisors
California
$924K +$924K +11,971 New
LSA
411
L & S Advisors
California
$922K +$922K +11,940 New
CNWM
412
Clay Northam Wealth Management
California
$919K
WBC
413
Westpac Banking Corp
Australia
$904K -$3.59M -46,525 -80%
KWM
414
Kingsview Wealth Management
Oregon
$897K -$321K -4,159 -26%
BA
415
Bridgewater Advisors
New York
$887K +$7.03K +91 +0.8%
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$877K +$86.9K +1,125 +11%
SW
417
SteelPeak Wealth
California
$874K +$114K +1,470 +15%
Lazard Asset Management
418
Lazard Asset Management
New York
$874K
AIM
419
Aigen Investment Management
New York
$868K +$868K +11,247 New
SFS
420
Sowell Financial Services
Arkansas
$835K +$391K +5,060 +88%
MC
421
Machina Capital
France
$831K +$373K +4,833 +82%
CFGS
422
Concourse Financial Group Securities
Alabama
$827K -$181K -2,348 -18%
Manulife (Manufacturers Life Insurance)
423
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$825K -$12.9K -167 -2%
AIMCA
424
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$819K
AAS
425
Avantax Advisory Services
Texas
$809K +$60.2K +780 +8%