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Trade Desk

1,058 hedge funds and large institutions have $38.2B invested in Trade Desk in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 399 increasing their positions, 369 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 80

15% more capital invested

Capital invested by funds: $33.3B → $38.2B (+$4.86B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

4% more funds holding

Funds holding: 1,0191,058 (+39)

8% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 369

0.98% more ownership

Funds ownership: 76.71%77.69% (+0.98%)

7% less call options, than puts

Call options by funds: $952M | Put options by funds: $1.02B

Holders
1,058
Holders Change
+39
Holders Change %
+3.83%
% of All Funds
15.19%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
132
Increased
399
Reduced
369
Closed
80
Calls
$952M
Puts
$1.02B
Net Calls
-$72.1M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$1.8M +$105K +1,048 +7%
PWSG
402
Pacific Wealth Strategies Group
California
$1.79M +$1.7K +17 +0.1%
GWMIA
403
Global Wealth Management Investment Advisory
Florida
$1.76M -$147K -1,470 -8%
SPC
404
Sigma Planning Corp
Michigan
$1.75M -$107K -1,068 -6%
CWM
405
Circle Wealth Management
New Jersey
$1.74M +$708K +7,094 +81%
SGAM
406
Smith Group Asset Management
Texas
$1.73M +$438K +4,390 +38%
TFM
407
TFC Financial Management
Massachusetts
$1.69M
QIM
408
Quantitative Investment Management
Virginia
$1.68M -$576K -5,769 -27%
Lido Advisors
409
Lido Advisors
California
$1.67M +$738K +7,399 +94%
SS
410
Sunbelt Securities
Texas
$1.67M -$51.2K -513 -3%
HCM
411
Howard Capital Management
Georgia
$1.66M +$1.51M +15,115 New
FT
412
Fiduciary Trust
Massachusetts
$1.66M +$898 +9 +0.1%
CFMC
413
Curbstone Financial Management Corp
New Hampshire
$1.65M
AFP
414
Ausdal Financial Partners
Iowa
$1.64M -$65.7K -658 -4%
CIBC World Market
415
CIBC World Market
Ontario, Canada
$1.64M +$190K +1,901 +15%
CNWM
416
Clay Northam Wealth Management
California
$1.63M +$2.1K +21 +0.1%
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$1.63M +$499K +5,000 +51%
EF
418
Empowered Funds
Pennsylvania
$1.62M +$95.1K +953 +7%
SFS
419
Sowell Financial Services
Arkansas
$1.61M +$116K +1,162 +9%
CAPTRUST Financial Advisors
420
CAPTRUST Financial Advisors
North Carolina
$1.58M +$32.1K +322 +2%
QC
421
Quadrature Capital
United Kingdom
$1.58M -$17.1M -171,777 -92%
SWM
422
Shelton Wealth Management
Texas
$1.55M +$168K +1,682 +13%
SRL
423
Scientech Research LLC
New Jersey
$1.54M +$1.4M +14,007 New
FFAM
424
Forge First Asset Management
Canada
$1.54M +$1.4M +14,000 New
AFG
425
Albion Financial Group
Utah
$1.52M -$3.89K -39 -0.3%

TTD Hedge Fund Activity: Q3 2024 in Review

1,058 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2024, worth a combined $38.2B — up 15% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new TTD positions and 80 closed out — a net gain of 52 holders — while 399 added to existing stakes and 369 trimmed.

The largest buyer was Edgewood Management, adding an estimated $566M. The largest seller was Morgan Stanley, cutting an estimated $116M.

  • 1,058 institutional investors held Trade Desk (TTD) as of Q3 2024, up from 1,019 in Q2 2024.
  • Funds reported $38.2B of Trade Desk stock for Q3 2024, up 15% quarter-over-quarter.
  • 132 funds opened new Trade Desk positions in Q3 2024 and 80 closed out, a net change of +52 holders.
  • The largest Trade Desk buyer in Q3 2024 was Edgewood Management, an estimated $566M added.
  • The largest Trade Desk seller in Q3 2024 was Morgan Stanley, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2024.