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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 %
NAG
451
Northstar Advisory Group
New Jersey
$1.24M +$13.9K +142 +1%
AGWCA
452
Annis Gardner Whiting Capital Advisors
Florida
$1.24M +$208K +2,125 +20%
SCM
453
Semanteon Capital Management
Massachusetts
$1.23M -$248K -2,541 -17%
HFS
454
Hantz Financial Services
Michigan
$1.23M +$117K +1,195 +11%
SWM
455
Shelton Wealth Management
Texas
$1.22M +$823K +8,424 +207%
TMAM
456
Tokio Marine Asset Management
Japan
$1.21M +$51.4K +526 +4%
AWA
457
Alta Wealth Advisors
Massachusetts
$1.2M -$32.7K -335 -3%
IFWM
458
Institute for Wealth Management
Colorado
$1.2M -$12.7K -130 -1%
AI
459
AXS Investments
New York
$1.2M -$442K -4,530 -27%
DCM
460
Driehaus Capital Management
Illinois
$1.19M +$1.19M +12,191 New
EI
461
Ellevest Inc
New York
$1.18M -$44K -450 -4%
TFS
462
Thoroughbred Financial Services
Tennessee
$1.17M +$320K +3,276 +38%
AIM
463
Achmea Investment Management
Netherlands
$1.16M -$3.26M -33,371 -74%
SFA
464
Sequoia Financial Advisors
Ohio
$1.14M +$140K +1,438 +14%
SP
465
Stablepoint Partners
Massachusetts
$1.14M +$82.9K +899 +8%
PRC
466
Pearl River Capital
Michigan
$1.13M +$1.13M +11,601 New
VWA
467
Visionary Wealth Advisors
Illinois
$1.12M +$8.4K +86 +0.8%
SGAM
468
Smith Group Asset Management
Texas
$1.11M -$116K -1,190 -9%
Lazard Asset Management
469
Lazard Asset Management
New York
$1.11M -$134K -1,375 -11%
RIL
470
Rothschild Investment LLC
Illinois
$1.1M +$48K +491 +5%
CAM
471
Concorde Asset Management
Michigan
$1.1M -$30.2K -309 -3%
ACM
472
Advisors Capital Management
New Jersey
$1.1M +$113K +1,152 +11%
EWA
473
EP Wealth Advisors
California
$1.09M +$85.8K +878 +9%
CPBTD
474
Central Pacific Bank - Trust Division
Hawaii
$1.08M -$77K -788 -7%
WMA
475
Wealth Management Associates
New Jersey
$1.08M