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Trade Desk

959 hedge funds and large institutions have $28.9B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 361 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+42
Holders Change %
+4.58%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
136
Increased
361
Reduced
330
Closed
82
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWM
651
Correct Capital Wealth Management
Missouri
$332K +$77.2K +883 +30%
CWM
652
Centurion Wealth Management
Virginia
$330K +$20.6K +236 +7%
TSWM
653
Tyler-Stone Wealth Management
Ohio
$328K -$280K -3,200 -46%
EP
654
Edgestream Partners
New Jersey
$327K -$2.05M -23,490 -86%
EFM
655
E Fund Management
China
$325K -$10.3K -118 -3%
MIC
656
Maxi Investments CY
Cyprus
$325K +$325K +3,720 New
CGH
657
Crossmark Global Holdings
Texas
$323K +$61.2K +699 +23%
BWFA
658
Baltimore-Washington Financial Advisors
Maryland
$322K -$7.87K -90 -2%
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$319K -$35.1K -402 -10%
FHA
660
First Horizon Advisors
Tennessee
$319K -$12.1K -138 -4%
GCP
661
Gill Capital Partners
Colorado
$319K
MC
662
Machina Capital
France
$317K +$317K +3,623 New
SFC
663
Strategic Financial Concepts
Texas
$316K +$316K +3,619 New
SC
664
Scotia Capital
Ontario, Canada
$315K +$40.3K +461 +15%
PWM
665
Prosperity Wealth Management
California
$314K +$314K +3,590 New
ICP
666
Interchange Capital Partners
Pennsylvania
$314K +$37.2K +421 +13%
RWM
667
Ritholtz Wealth Management
New York
$313K -$167K -1,910 -35%
VCA
668
Verdence Capital Advisors
Maryland
$311K -$1.66K -19 -0.5%
LAM
669
LECAP Asset Management
United Kingdom
$310K +$310K +3,551 New
FFM
670
Forum Financial Management
Illinois
$308K -$87 -1 -0%
UCB
671
United Community Bank
South Carolina
$307K -$3.5K -40 -1%
GA
672
Greytown Advisors
Florida
$307K -$10.1K -115 -3%
GCM
673
Greenland Capital Management
New York
$306K -$680K -7,775 -69%
DACG
674
Donor Advised Charitable Giving
California
$302K
BWM
675
Baron Wealth Management
Michigan
$302K