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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 %
VI
426
Vestcor Inc
New Brunswick, Canada
$809K
PWM
427
Perigon Wealth Management
California
$805K +$91.7K +1,188 +13%
KeyBank National Association
428
KeyBank National Association
Ohio
$798K -$71K -919 -8%
SB
429
Strategic Blueprint
Georgia
$794K -$165K -2,141 -17%
MGP
430
Metis Global Partners
California
$794K -$53.9K -698 -6%
HTC
431
Haverford Trust Company
Pennsylvania
$792K +$2.01K +26 +0.3%
RFN
432
Redwood Financial Network
Ohio
$790K -$3.86K -50 -0.5%
IFWM
433
Institute for Wealth Management
Colorado
$790K -$30K -388 -4%
ARG
434
Advisory Resource Group
Oklahoma
$787K -$48.9K -633 -6%
SIAP
435
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$786K
G
436
GenTrust
Florida
$783K -$797K -10,320 -50%
DWM
437
Dakota Wealth Management
Florida
$781K +$781K +10,115 New
HPC
438
HM Payson & Co
Maine
$777K
LCM
439
Lynwood Capital Management
Ontario, Canada
$772K +$772K +10,000 New
EGM
440
Engineers Gate Manager
New York
$771K -$949K -12,288 -55%
CG
441
Caprock Group
Idaho
$743K +$17.4K +225 +2%
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
$742K +$742K +9,604 New
SFS
443
Stiles Financial Services
Minnesota
$738K
OIA
444
OneDigital Investment Advisors
Kansas
$738K +$162K +2,102 +28%
WFC
445
Western Financial Corp
California
$734K -$213K -2,756 -22%
OCPWS
446
One Charles Private Wealth Services
Massachusetts
$734K
TMAM
447
Tokio Marine Asset Management
Japan
$732K +$20.9K +271 +3%
BMSSC
448
B. Metzler seel. Sohn & Co
Germany
$721K
SWS
449
SYSTM Wealth Solutions
Illinois
$718K -$63.5K -822 -8%
YMRC
450
Yorktown Management & Research Company
Virginia
$717K