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Trade Desk

751 hedge funds and large institutions have $20.3B invested in Trade Desk in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 291 increasing their positions, 232 reducing their positions, and 80 closing their positions.

Holders
751
Holders Change
+8
Holders Change %
+1.08%
% of All Funds
13.19%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.3%
New
98
Increased
291
Reduced
232
Closed
80
Calls
$1.39B
Puts
$1.38B
Net Calls
+$10.1M
Net Calls Change
-$262M
Name Market Value Shares Shares
Change
Shares
Change %
AA
651
Ancora Advisors
Ohio
$49K 700 -60 -8%
LFG
652
Larson Financial Group
Missouri
$49K 700 +68 +11%
WOC
653
West Oak Capital
California
$49K 700 +400 +133%
AWA
654
Arkadios Wealth Advisors
Georgia
$46K 660
TFM
655
TFC Financial Management
Massachusetts
$46K 660
PGAM
656
Princeton Global Asset Management
New Jersey
$45K 640
WQ
657
Wealth Quarterback
New Jersey
$42K 590
Bessemer Group
658
Bessemer Group
New Jersey
$39K 561 +401 +251%
GWS
659
Glassman Wealth Services
Virginia
$38K 542 +90 +20%
GEA
660
Glen Eagle Advisors
New Jersey
$37.3K 530 -90 -15%
TCM
661
Tradewinds Capital Management
Washington
$37K 531 +31 +6%
CCM
662
Covington Capital Management
California
$37K 520 +120 +30%
AIM
663
Anchor Investment Management
South Carolina
$36.3K 517 -73 -12%
CLOS
664
Compagnie Lombard Odier SCmA
Switzerland
$35K 500 -400 -44%
BAM
665
Bellevue Asset Management
Washington
$35K 500
AF
666
Allworth Financial
California
$35K 497 +7 +1%
AWM
667
Activest Wealth Management
Florida
$33K 476 +199 +72%
BWM
668
BerganKDV Wealth Management
Minnesota
$32K 461 -76 -14%
TWA
669
TCI Wealth Advisors
Arizona
$32K 459 +159 +53%
JWA
670
JFS Wealth Advisors
Pennsylvania
$32K 450 +380 +543%
KIG
671
Kowal Investment Group
Wisconsin
$31K 435 +435 New
SIM
672
Sonora Investment Management
Arizona
$29K 410
PFBT
673
Parkside Financial Bank & Trust
Missouri
$29K 424 +414 +4,140%
CI
674
CX Institutional
Indiana
$28K 400
AIP
675
Ameritas Investment Partners
Nebraska
$28K 400