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Trade Desk

1,011 hedge funds and large institutions have $33.3B invested in Trade Desk in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 413 increasing their positions, 312 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+52
Holders Change %
+5.42%
% of All Funds
14.7%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
150
Increased
413
Reduced
312
Closed
78
Calls
$953M
Puts
$1.2B
Net Calls
-$242M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
601
Forum Financial Management
Illinois
$517K +$173K +1,772 +50%
OCM
602
One Capital Management
California
$514K +$514K +5,260 New
EWM
603
Executive Wealth Management
Michigan
$510K +$63.7K +652 +14%
SC
604
Sapient Capital
Indiana
$508K -$3.22K -33 -0.6%
I
605
InceptionR
California
$504K +$504K +5,156 New
PA
606
PSI Advisors
Florida
$498K +$29.3K +300 +6%
CFGS
607
Concourse Financial Group Securities
Alabama
$497K -$45.2K -463 -8%
BWP
608
Baldwin Wealth Partners
Massachusetts
$497K
CC
609
Callan Capital
California
$497K +$497K +5,085 New
FAIM
610
Financial Advocates Investment Management
Washington
$494K -$64.6K -661 -12%
FWP
611
FAS Wealth Partners
Kansas
$491K -$96.7K -990 -16%
DF
612
Donoghue Forlines
Massachusetts
$487K -$30.4K -311 -6%
TCM
613
Traynor Capital Management
Pennsylvania
$484K +$9.08K +93 +2%
ACI
614
Alpha Cubed Investments
California
$480K +$59.9K +613 +14%
HIMC
615
Heritage Investors Management Corp
Maryland
$479K
AG
616
Algert Global
California
$478K +$87.9K +900 +23%
IPAM
617
ICICI Prudential Asset Management
India
$478K +$44.9K +460 +10%
P
618
Pitcairn
Pennsylvania
$470K -$56.4K -577 -11%
VWM
619
Venturi Wealth Management
Texas
$465K +$35.8K +367 +8%
PCMH
620
Polymer Capital Management (HK)
Hong Kong
$459K +$459K +4,700 New
AFO
621
Arrowroot Family Office
California
$456K -$14.2K -145 -3%
HCA
622
Harbor Capital Advisors
Illinois
$455K +$1.56K +16 +0.3%
A
623
Allianz
Germany
$453K +$453K +4,640 New
1CP
624
17 Capital Partners
Arizona
$452K +$17.1K +175 +4%
FWM
625
Focused Wealth Management
New York
$452K -$15.3K -157 -3%