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Trade Desk

959 hedge funds and large institutions have $28.9B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 361 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+42
Holders Change %
+4.58%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
136
Increased
361
Reduced
330
Closed
82
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
401
Integrated Wealth Concepts
Massachusetts
$1.38M -$9.7K -111 -0.7%
AFP
402
Ausdal Financial Partners
Iowa
$1.36M -$134K -1,530 -9%
William Blair & Company
403
William Blair & Company
Illinois
$1.36M +$515K +5,893 +61%
VFA
404
Values First Advisors
Tennessee
$1.35M +$356K +4,078 +36%
TFM
405
TFC Financial Management
Massachusetts
$1.35M -$175 -2 -0%
CFMC
406
Curbstone Financial Management Corp
New Hampshire
$1.33M -$35K -400 -3%
SCM
407
Semanteon Capital Management
Massachusetts
$1.32M +$1.32M +15,152 New
MIF
408
Mediolanum International Funds
Ireland
$1.32M +$1.32M +15,104 New
ACP
409
Aviance Capital Partners
Florida
$1.31M
NIM
410
NEOS Investment Management
Connecticut
$1.31M +$22.1K +253 +2%
SAG
411
SageView Advisory Group
California
$1.31M -$6.14M -35,236 -82%
SS
412
Sunbelt Securities
Texas
$1.3M -$169K -1,929 -11%
CNWM
413
Clay Northam Wealth Management
California
$1.3M +$201K +2,300 +18%
CMI
414
Clare Market Investments
Texas
$1.29M -$26.8K -307 -2%
Pathstone Holdings
415
Pathstone Holdings
New Jersey
$1.28M -$240K -2,745 -16%
Bank of Nova Scotia
416
Bank of Nova Scotia
Ontario, Canada
$1.27M +$102K +1,170 +9%
FTDI
417
First Trust Direct Indexing
Massachusetts
$1.26M +$133K +1,527 +12%
OIA
418
Optimum Investment Advisors
Illinois
$1.25M +$8.74K +100 +0.7%
FT
419
Fiduciary Trust
Massachusetts
$1.25M +$39.3K +450 +3%
IAS
420
Insigneo Advisory Services
Florida
$1.24M -$41K -469 -3%
CRWM
421
Castle Rock Wealth Management
California
$1.24M +$155K +1,816 +14%
A
422
AustralianSuper
Australia
$1.24M
HFM
423
Harvest Fund Management
China
$1.24M +$891K +10,187 +259%
CIBC World Market
424
CIBC World Market
Ontario, Canada
$1.22M +$533K +6,101 +77%
LCM
425
LRT Capital Management
Texas
$1.21M -$152K -1,743 -11%