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Trade Desk

959 hedge funds and large institutions have $28.9B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 361 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+42
Holders Change %
+4.58%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
136
Increased
361
Reduced
330
Closed
82
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
576
PFG Investments
New York
$467K +$467K +5,340 New
OIA
577
OneDigital Investment Advisors
Kansas
$466K +$70.3K +804 +18%
MCM
578
MAI Capital Management
Ohio
$464K -$17.4K -199 -4%
DF
579
Donoghue Forlines
Massachusetts
$463K +$82.4K +943 +22%
BBA
580
BLB&B Advisors
Pennsylvania
$460K +$460K +5,260 New
NWMG
581
National Wealth Management Group
Ohio
$460K +$460K +5,257 New
AC
582
Apella Capital
Connecticut
$459K -$1.65K -19 -0.4%
SC
583
Sapient Capital
Indiana
$458K -$139K -1,586 -23%
JWS
584
Juncture Wealth Strategies
Arizona
$453K +$453K +5,184 New
CIA
585
Concurrent Investment Advisors
Florida
$451K -$54.5K -623 -11%
Empower Advisory Group
586
Empower Advisory Group
Colorado
$451K -$215K -2,461 -32%
IWM
587
IHT Wealth Management
Illinois
$448K +$25.8K +295 +6%
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$446K
BWP
589
Baldwin Wealth Partners
Massachusetts
$445K
AWM
590
Atticus Wealth Management
Florida
$442K -$218K -2,499 -33%
AWM
591
Axxcess Wealth Management
California
$441K +$1.31K +15 +0.3%
CCM
592
Coldstream Capital Management
Washington
$433K +$73.8K +844 +21%
CNB
593
Camden National Bank
Maine
$432K
HIMC
594
Heritage Investors Management Corp
Maryland
$428K
TCM
595
Traynor Capital Management
Pennsylvania
$425K +$16.9K +193 +4%
AMCA
596
Arthur M. Cohen & Associates
Illinois
$424K +$78.6K +900 +23%
AFO
597
Arrowroot Family Office
California
$421K +$1.05K +12 +0.2%
PA
598
PSI Advisors
Florida
$420K +$84K +961 +25%
FWM
599
Focused Wealth Management
New York
$418K +$96.8K +1,107 +30%
MA
600
Mutual Advisors
Nebraska
$414K +$20.5K +234 +5%