TTD icon

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 %
HFS
476
Hantz Financial Services
Michigan
$621K +$97.6K +1,265 +19%
SPIA
477
Steward Partners Investment Advisory
New York
$599K -$145K -1,879 -19%
AWM
478
Atticus Wealth Management
Florida
$595K +$244K +3,165 +70%
WMA
479
Wealth Management Associates
New Jersey
$595K +$16.2K +210 +3%
Verition Fund Management
480
Verition Fund Management
Connecticut
$581K -$398K -5,155 -41%
XT
481
XTX Topco
Cayman Islands
$581K -$311K -4,026 -35%
PTC
482
Private Trust Company
Ohio
$579K +$64.3K +833 +12%
LCM
483
Lattice Capital Management
Washington
$579K
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$579K +$514K +6,654 +794%
TSWM
485
Tyler-Stone Wealth Management
Ohio
$576K +$576K +7,453 New
CL
486
Choreo LLC
Illinois
$562K
NSAM
487
North Star Asset Management
Wisconsin
$558K -$1.54K -20 -0.3%
LIM
488
Loudon Investment Management
New Hampshire
$556K
LFAS
489
Level Four Advisory Services
Texas
$553K +$553K +7,161 New
IA
490
IFP Advisors
Florida
$549K +$279K +3,613 +103%
EFG
491
Everhart Financial Group
Ohio
$544K +$175K +3,231 +47%
AC
492
ASB Consultores
Florida
$543K +$463 +6 +0.1%
GCP
493
GSA Capital Partners
United Kingdom
$540K -$346K -4,481 -39%
CPIG
494
Chicago Partners Investment Group
Illinois
$537K -$14.7K -170 -3%
CAM
495
Concorde Asset Management
Michigan
$527K +$527K +6,826 New
NWMG
496
National Wealth Management Group
Ohio
$527K +$527K +6,179 New
GAG
497
GM Advisory Group
New York
$527K +$527K +6,820 New
SWM
498
SeaCrest Wealth Management
New York
$527K +$4.17K +54 +0.8%
CANY
499
Caxton Associates (New York)
New York
$526K +$526K +6,811 New
JSC
500
Jackson Square Capital
California
$525K