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Trade Desk

684 hedge funds and large institutions have $13.8B invested in Trade Desk in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 249 increasing their positions, 255 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-94
Holders Change %
-12.08%
% of All Funds
11.57%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.25%
New
75
Increased
249
Reduced
255
Closed
156
Calls
$568M
Puts
$547M
Net Calls
+$21.4M
Net Calls Change
+$97.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
626
BDO Wealth Advisors
Florida
$7K
AFS
627
Annapolis Financial Services
Maryland
$7K
RDFA
628
Ritter Daniher Financial Advisory
Ohio
$7K
SBL
629
Sargent Bickham Lagudis
Colorado
$7K +$1.15K +28 +20%
Jones Financial Companies
630
Jones Financial Companies
Missouri
$7K +$7K +160 New
WAM
631
Worth Asset Management
Texas
$6K -$8K -200 -57%
WAS
632
Winch Advisory Services
Wisconsin
$6K -$3.02K -76 -33%
WB
633
Webster Bank
Connecticut
$6K
SIC
634
Salem Investment Counselors
North Carolina
$6K
AWM
635
Avior Wealth Management
Nebraska
$5K +$2.4K +60 +92%
SWM
636
Sugarloaf Wealth Management
Georgia
$5K +$4.13K +95 +475%
MIFH
637
Migdal Insurance & Financial Holdings
Israel
$5K +$5K +115 New
FSWA
638
Financial Synergies Wealth Advisors
Texas
$4.65K +$4.65K +111 New
WAM
639
WFA Asset Management
Wisconsin
$4.19K +$4.19K +100 New
BBPWM
640
Blue Bell Private Wealth Management
Pennsylvania
$4K -$91 -2 -2%
TFGT
641
TS Financial Group (TSFG)
Illinois
$4K
ZB
642
Zions Bancorporation
Utah
$4K +$2.82K +60 +240%
SIM
643
Studio Investment Management
Illinois
$4K +$4K +100 New
HS
644
Horan Securities
United States
$4K +$4K +100 New
GI
645
Gradient Investments
Minnesota
$4K +$4K +100 New
ADL
646
Asset Dedication LLC
California
$3K -$5.57K -130 -65%
CFO
647
CVA Family Office
Colorado
$3K -$2K -40 -40%
BWL
648
Bogart Wealth LLC
Virginia
$3K +$234 +5 +8%
EW
649
Evoke Wealth
California
$3K +$1.57K +33 +110%
PTC
650
Private Trust Company
Ohio
$3K +$3K +63 New