TTD icon

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 %
JWCA
576
J.W. Cole Advisors
Florida
$228K +$228K +3,739 New
OFS
577
OneAscent Financial Services
Alabama
$227K +$227K +3,733 New
SAM
578
Silvercrest Asset Management
New York
$227K +$227K +3,722 New
EH
579
Equitable Holdings
New York
$223K +$223K +3,657 New
GWM
580
Geneos Wealth Management
Colorado
$220K -$50.8K -834 -19%
VVP
581
Venture Visionary Partners
Ohio
$219K +$219K +3,597 New
HWAM
582
Hennion & Walsh Asset Management
New Jersey
$218K +$218K +3,571 New
FNBT
583
FineMark National Bank & Trust
Florida
$216K +$216K +3,542 New
GT
584
Greenleaf Trust
Michigan
$216K +$216K +3,540 New
FPCP
585
Fort Point Capital Partners
California
$215K +$215K +3,528 New
RWM
586
Ritholtz Wealth Management
New York
$213K +$213K +3,490 New
VCA
587
Verdence Capital Advisors
Maryland
$211K +$211K +3,460 New
DACG
588
Donor Advised Charitable Giving
California
$210K +$210K +3,450 New
SGA
589
Seaport Global Advisors
Massachusetts
$208K -$90.6K -1,487 -30%
LCWP
590
Legacy Capital Wealth Partners
Arkansas
$206K +$206K +3,380 New
DAM
591
Derbend Asset Management
Georgia
$206K +$206K +3,378 New
VWA
592
V Wealth Advisors
Kansas
$204K +$204K +3,345 New
CAM
593
Connacht Asset Management
New York
$203K +$203K +3,335 New
TC
594
Truvestments Capital
Florida
$202K -$88.3K -1,449 -30%
KTC
595
Kistler-Tiffany Companies
Pennsylvania
$201K
AIM
596
Anchor Investment Management
South Carolina
$192K -$259K -4,250 -57%
O
597
Ossiam
France
$181K +$20K +328 +12%
OAM
598
Ostrum Asset Management
France
$169K +$169K +2,775 New
HI
599
Harbour Investments
Wisconsin
$165K
PA
600
PSI Advisors
Florida
$160K