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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Empower Advisory Group
501
Empower Advisory Group
Colorado
$548K +$93.7K +1,302 +21%
AWM
502
Atticus Wealth Management
Florida
$544K -$26.1K -362 -5%
HCA
503
Harbor Capital Advisors
Illinois
$540K +$97.3K +1,352 +22%
PTC
504
Private Trust Company
Ohio
$540K +$360 +5 +0.1%
CL
505
Choreo LLC
Illinois
$539K +$11.4K +158 +2%
MYIA
506
Mount Yale Investment Advisors
Colorado
$537K -$292K -4,054 -35%
SWM
507
SeaCrest Wealth Management
New York
$531K +$84.9K +1,255 +19%
SPIA
508
Steward Partners Investment Advisory
New York
$522K +$57.4K +798 +12%
OCPWS
509
One Charles Private Wealth Services
Massachusetts
$520K -$72K -1,000 -12%
MGP
510
Metis Global Partners
California
$520K -$75.3K -1,046 -13%
AFA
511
Arlington Financial Advisors
California
$519K +$216K +3,000 +71%
LIM
512
Loudon Investment Management
New Hampshire
$518K
RWMG
513
Redwood Wealth Management Group
New Jersey
$517K -$87.1K -1,210 -14%
FCH
514
Freestone Capital Holdings
Washington
$511K +$511K +7,105 New
JSC
515
Jackson Square Capital
California
$511K +$21.6K +300 +4%
GHA
516
Granite Harbor Advisors
Texas
$509K
GLA
517
Great Lakes Advisors
Illinois
$507K +$52.1K +724 +11%
FRM
518
Fox Run Management
Connecticut
$507K +$507K +7,039 New
MC
519
Mathes Company
New York
$504K
EA
520
Emerald Advisers
Pennsylvania
$503K -$9.07K -126 -2%
QT
521
Quantbot Technologies
New York
$501K +$76.4K +1,061 +18%
TSWM
522
Tyler-Stone Wealth Management
Ohio
$500K -$36K -500 -7%
VFA
523
Valeo Financial Advisors
Indiana
$495K +$61.1K +849 +14%
OTL
524
Oak Thistle LLC
New York
$494K +$494K +6,869 New
O
525
Ossiam
France
$494K +$50.8K +706 +11%