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Trade Desk

737 hedge funds and large institutions have $19.8B invested in Trade Desk in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 241 increasing their positions, 265 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+53
Holders Change %
+7.75%
% of All Funds
12.74%
Holding in Top 10
31
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+106.67%
% of All Funds
0.54%
New
125
Increased
241
Reduced
265
Closed
65
Calls
$867M
Puts
$972M
Net Calls
-$105M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
526
Cresset Asset Management
Illinois
$263K +$263K +4,404 New
MWM
527
Mattern Wealth Management
Kansas
$262K +$262K +4,390 New
FWCM
528
Ferguson Wellman Capital Management
Oregon
$261K +$261K +4,366 New
RJT
529
Raymond James Trust
Florida
$261K +$261K +4,379 New
CAM
530
Concorde Asset Management
Michigan
$258K +$258K +4,323 New
HTC
531
Haverford Trust Company
Pennsylvania
$257K +$257K +4,300 New
FMAEN1
532
Fund Management at Engine No 1
California
$255K +$255K +4,267 New
LMKC
533
L.M. Kohn & Company
Ohio
$254K -$89.9K -1,500 -26%
RB
534
Renasant Bank
Mississippi
$252K +$252K +4,220 New
SAM
535
Silvercrest Asset Management
New York
$251K +$251K +4,198 New
CWM
536
Cornerstone Wealth Management
Missouri
$251K +$251K +4,205 New
FWM
537
Focused Wealth Management
New York
$250K +$9.55K +160 +4%
BP
538
Ballentine Partners
Massachusetts
$249K +$249K +4,158 New
PA
539
Profund Advisors
Maryland
$249K +$249K +4,172 New
JWCA
540
J.W. Cole Advisors
Florida
$249K +$249K +4,174 New
CF
541
Centaurus Financial
California
$247K -$292K -4,890 -54%
YCM
542
Yousif Capital Management
Michigan
$247K +$247K +4,131 New
AC
543
ASB Consultores
Florida
$247K +$247K +4,133 New
AWM
544
Avitas Wealth Management
California
$247K +$247K +4,139 New
VIM
545
Vista Investment Management
Pennsylvania
$245K +$245K +4,100 New
BC
546
Brookfield Corp
Ontario, Canada
$244K +$244K +4,092 New
PA
547
Parallel Advisors
California
$242K -$22.3K -373 -8%
SW
548
SVB Wealth
Massachusetts
$240K +$240K +4,023 New
AWM
549
Avondale Wealth Management
Texas
$239K
MIM
550
Montgomery Investment Management
Maryland
$239K +$239K +4,000 New