TTD icon

Trade Desk

852 hedge funds and large institutions have $26.1B invested in Trade Desk in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 278 increasing their positions, 298 reducing their positions, and 57 closing their positions.

Holders
852
Holders Change
+84
Holders Change %
+10.94%
% of All Funds
13.44%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
145
Increased
278
Reduced
298
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M
Name Market Value Shares Shares
Change
Shares
Change %
WLPWM
651
Walled Lake Planning & Wealth Management
Illinois
$231K 2,990 +2,990 New
PCS
652
Personal CFO Solutions
New Jersey
$229K 2,961 +2,961 New
BFC
653
Bedel Financial Consulting
Indiana
$226K 2,929 +2,929 New
LI
654
LVZ Inc
Michigan
$224K 2,900 +2,900 New
KFS
655
Kaizen Financial Strategies
California
$223K 2,642 +2,642 New
TC
656
Truvestments Capital
Florida
$223K 2,885 -430 -13%
FFM
657
Forum Financial Management
Illinois
$222K 2,877 +2,877 New
BFO
658
Boston Family Office
Massachusetts
$220K 2,850 +2,850 New
LMKC
659
L.M. Kohn & Company
Ohio
$219K 2,830 +2,830 New
DU
660
Delphia (USA)
Ontario, Canada
$217K 2,809 +2,809 New
WPC
661
Wedmont Private Capital
Pennsylvania
$217K 2,462 +2,462 New
BWFA
662
Baltimore-Washington Financial Advisors
Maryland
$216K 2,800 +2,800 New
SW
663
SVB Wealth
Massachusetts
$215K 2,786 -1,472 -35%
OAM
664
Ostrum Asset Management
France
$215K 2,778 +3 +0.1%
GT
665
Greenleaf Trust
Michigan
$214K 2,770 -770 -22%
HI
666
Harbour Investments
Wisconsin
$209K 2,712 +8 +0.3%
TCWM
667
Total Clarity Wealth Management
Illinois
$208K 2,700 +2,700 New
BP
668
Ballentine Partners
Massachusetts
$208K 2,697 +2,697 New
WF
669
WoodTrust Financial
Wisconsin
$208K 2,690 +2,690 New
LA
670
Latitude Advisors
Florida
$207K 2,682 +2,682 New
SA
671
Strategic Advisors
New York
$202K 2,617 +2,617 New
HWP
672
Highline Wealth Partners
California
$198K 2,560 -3,268 -56%
PA
673
PSI Advisors
Florida
$195K 2,529 -100 -4%
LC
674
Lindbrook Capital
California
$184K 2,382 +66 +3%
RMC
675
Resources Management Corp
Connecticut
$182K 2,360 +1,835 +350%