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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
551
Boothbay Fund Management
New York
$251K -$46.8K -769 -16%
AFG
552
Alterity Financial Group
Maine
$250K +$250K +4,105 New
ACMA
553
Arbor Capital Management (Alaska)
Alaska
$246K +$246K +4,000 New
PA
554
PFG Advisors
Arizona
$245K +$245K +4,018 New
AWM
555
Avitas Wealth Management
California
$244K +$244K +4,012 New
AWM
556
Avondale Wealth Management
Texas
$244K
MIM
557
Montgomery Investment Management
Maryland
$244K +$244K +4,000 New
AWM
558
Aries Wealth Management
Maine
$244K +$244K +4,000 New
VIM
559
Vista Investment Management
Pennsylvania
$243K -$44.5K -731 -15%
FWM
560
Focused Wealth Management
New York
$242K +$2.32K +38 +1%
ONB
561
Old National Bancorp
Indiana
$240K +$240K +3,938 New
CAM
562
Cresset Asset Management
Illinois
$240K +$240K +3,932 New
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$239K +$239K +3,930 New
OWM
564
OneAscent Wealth Management
Alabama
$239K +$239K +3,925 New
FMLI
565
Fukoku Mutual Life Insurance
Japan
$239K -$69.6K -1,142 -23%
GKWIM
566
Gerber Kawasaki Wealth & Investment Management
California
$238K -$70.2K -1,152 -23%
TSS
567
Two Sigma Securities
New York
$237K -$502K -8,244 -68%
PFO
568
Pathstone Family Office
New Jersey
$236K +$236K +3,245 New
RIL
569
Rothschild Investment LLC
Illinois
$235K +$235K +3,850 New
BC
570
Bridgefront Capital
Texas
$232K -$62.4K -1,024 -21%
IWM
571
IHT Wealth Management
Illinois
$232K +$232K +3,814 New
PWM
572
Prosperity Wealth Management
California
$231K +$231K +3,790 New
V
573
Veritable
Delaware
$231K +$231K +3,788 New
GRP
574
Global Retirement Partners
California
$230K +$36.8K +589 +19%
CC
575
Corton Capital
Ontario, Canada
$230K +$230K +3,771 New