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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 %
RA
501
RFG Advisory
Alabama
$525K -$151K -1,954 -22%
FRM
502
Fox Run Management
Connecticut
$523K +$151K +1,960 +41%
PP
503
Paloma Partners
Connecticut
$523K +$523K +6,774 New
O
504
Ossiam
France
$515K +$285K +3,689 +124%
GLA
505
Great Lakes Advisors
Illinois
$514K -$123K -1,590 -19%
SPM
506
Symmetry Peak Management
Pennsylvania
$506K -$73.4K -950 -13%
AWA
507
Arete Wealth Advisors
Illinois
$502K +$502K +6,497 New
MC
508
Mathes Company
New York
$502K +$502K +6,500 New
EWA
509
EP Wealth Advisors
California
$498K -$2.67M -8,282 -84%
Empower Advisory Group
510
Empower Advisory Group
Colorado
$495K -$34.1K -441 -6%
VFA
511
Valeo Financial Advisors
Indiana
$486K +$31.6K +409 +7%
FCBT
512
First Citizens Bank & Trust
North Carolina
$485K -$39.8K -515 -8%
HCA
513
Harbor Capital Advisors
Illinois
$484K -$67K -867 -12%
RWB
514
RMR Wealth Builders
New Jersey
$483K +$2.32K +30 +0.5%
MCM
515
MAI Capital Management
Ohio
$482K +$97.8K +1,267 +25%
Lido Advisors
516
Lido Advisors
California
$479K -$3.12M -40,351 -87%
CAI
517
Capital Advisors Inc
Oklahoma
$474K +$38.6K +500 +9%
GVAG
518
Great Valley Advisor Group
Delaware
$474K +$26.1K +338 +6%
HWA
519
HHM Wealth Advisors
Tennessee
$471K
DF
520
Donoghue Forlines
Massachusetts
$466K +$117K +1,519 +34%
9WM
521
9258 Wealth Management
Ohio
$460K +$1K +13 +0.2%
MAS
522
Meeder Advisory Services
Ohio
$456K +$456K +5,905 New
ACI
523
Alpha Cubed Investments
California
$456K
CIBC World Market
524
CIBC World Market
Ontario, Canada
$450K -$171K -2,212 -28%
WIS
525
Wright Investors Service
Connecticut
$450K -$11.9K -154 -3%