We are live on ! Find out more
TTD icon

Trade Desk

896 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

4% more funds holding

Funds holding: 859896 (+37)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

0% more call options, than puts

Call options by funds: $794M | Put options by funds: $792M

1% less capital invested

Capital invested by funds: $26.1B → $26B (-$142M)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 328

1.62% less ownership

Funds ownership: 76.02%74.39% (-1.6%)

Holders
896
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
14.22%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
122
Increased
321
Reduced
328
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
601
Fulcrum Capital
Washington
$352K
HPIA
602
Hamilton Point Investment Advisors
North Carolina
$350K
FA
603
FDx Advisors
Illinois
$350K +$21.5K +266 +6%
CPRC
604
Consolidated Portfolio Review Corp
New York
$349K +$1.05K +13 +0.3%
BJL
605
Brighton Jones LLC
Washington
$348K +$30.2K +374 +9%
MWM
606
Mattern Wealth Management
Kansas
$343K
WIS
607
Wright Investors Service
Connecticut
$342K -$117K -1,446 -25%
VWM
608
Venturi Wealth Management
Texas
$341K +$728 +9 +0.2%
CHA
609
Carmichael Hill & Associates
Maryland
$340K -$3.23K -40 -0.9%
MA
610
Mutual Advisors
Nebraska
$340K +$22.9K +283 +7%
FAB
611
First American Bank
Illinois
$338K +$2.67K +33 +0.8%
DWA
612
Douglass Winthrop Advisors
New York
$338K
DF
613
Donoghue Forlines
Massachusetts
$337K -$139K -1,725 -29%
GRP
614
Global Retirement Partners
California
$329K +$32.3K +399 +11%
EFM
615
E Fund Management
China
$329K +$340K +4,209 New
AFA
616
Arlington Financial Advisors
California
$329K
AWM
617
Aries Wealth Management
Maine
$328K +$4.85K +60 +2%
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$327K -$1.54K -19 -0.5%
CWM
619
Cornerstone Wealth Management
Missouri
$324K -$24.1K -298 -7%
YDMI
620
Y.D. More Investments
Israel
$320K
DC
621
Davenport & Co
Virginia
$313K +$71.6K +886 +28%
MIM
622
Montgomery Investment Management
Maryland
$313K
CW
623
Channel Wealth
California
$312K +$6.87K +85 +2%
IPAM
624
ICICI Prudential Asset Management
India
$310K +$321K +3,969 New
AFG
625
Alterity Financial Group
Maine
$304K +$2.43K +30 +0.8%

TTD Hedge Fund Activity: Q3 2023 in Review

896 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2023, worth a combined $26B — down 0.54% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTD positions and 76 closed out — a net gain of 46 holders — while 321 added to existing stakes and 328 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $475M.

  • 896 institutional investors held Trade Desk (TTD) as of Q3 2023, up from 859 in Q2 2023.
  • Funds reported $26B of Trade Desk stock for Q3 2023, down 0.54% quarter-over-quarter.
  • 122 funds opened new Trade Desk positions in Q3 2023 and 76 closed out, a net change of +46 holders.
  • The largest Trade Desk buyer in Q3 2023 was Citadel Advisors, an estimated $237M added.
  • The largest Trade Desk seller in Q3 2023 was Morgan Stanley, an estimated $475M sold.

Based on aggregated 13F filings for Q3 2023.