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Trade Desk

1,011 hedge funds and large institutions have $33.3B invested in Trade Desk in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 413 increasing their positions, 312 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+52
Holders Change %
+5.42%
% of All Funds
14.7%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
150
Increased
413
Reduced
312
Closed
78
Calls
$953M
Puts
$1.2B
Net Calls
-$242M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Pathstone Holdings
401
Pathstone Holdings
New Jersey
$1.56M +$137K +1,407 +10%
JWCA
402
J.W. Cole Advisors
Florida
$1.56M +$1.02M +10,430 +187%
LCM
403
LRT Capital Management
Texas
$1.56M +$211K +2,165 +16%
FTDI
404
First Trust Direct Indexing
Massachusetts
$1.55M +$149K +1,527 +11%
SS
405
Sunbelt Securities
Texas
$1.54M +$83.2K +852 +6%
MWM
406
Meridian Wealth Management
Kentucky
$1.54M +$1.54M +15,737 New
AFP
407
Ausdal Financial Partners
Iowa
$1.53M +$4.2K +43 +0.3%
FTIS
408
First Trust Investment Solutions
Florida
$1.52M +$1.52M +15,521 New
AWM
409
Avitas Wealth Management
California
$1.51M -$31.1K -318 -2%
SG Americas Securities
410
SG Americas Securities
New York
$1.51M -$439K -4,491 -22%
TFM
411
TFC Financial Management
Massachusetts
$1.5M
BAMF
412
BI Asset Management Fondsmaeglerselskab
Denmark
$1.5M +$563K +5,762 +60%
SSB
413
Sandy Spring Bank
Maryland
$1.49M +$1.24M +12,667 +492%
TFA
414
Teamwork Financial Advisors
Texas
$1.49M -$1.08M -11,039 -42%
CL
415
Choreo LLC
Illinois
$1.49M +$824K +8,411 +124%
Nomura Holdings
416
Nomura Holdings
Japan
$1.48M -$14.1M -143,926 -90%
CRWM
417
Castle Rock Wealth Management
California
$1.47M +$51.4K +525 +4%
FT
418
Fiduciary Trust
Massachusetts
$1.47M +$82.5K +845 +6%
CFMC
419
Curbstone Financial Management Corp
New Hampshire
$1.47M -$9.77K -100 -0.7%
ACM
420
Avalon Capital Management
California
$1.46M +$1.46M +14,974 New
CNWM
421
Clay Northam Wealth Management
California
$1.45M
CP
422
CenterBook Partners
Connecticut
$1.41M +$1.41M +14,472 New
IAIM
423
International Assets Investment Management
Florida
$1.4M -$144K -1,470 -9%
A
424
AustralianSuper
Australia
$1.38M
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$1.38M +$202K +2,070 +17%