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Trade Desk

1,193 hedge funds and large institutions have $41.9B invested in Trade Desk in 2024 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 436 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
+145
Holders Change %
+13.84%
% of All Funds
15.88%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.33%
New
227
Increased
436
Reduced
367
Closed
61
Calls
$1.04B
Puts
$1.21B
Net Calls
-$175M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
651
Forum Financial Management
Illinois
$648K +$56.7K +482 +10%
CC
652
Callan Capital
California
$646K -$14.1K -120 -2%
PPWP
653
Premier Path Wealth Partners
New Jersey
$641K +$1.76K +15 +0.3%
RWMG
654
Redwood Wealth Management Group
New Jersey
$637K -$5.87K -50 -0.9%
PTC
655
Private Trust Company
Ohio
$630K -$164K -1,397 -21%
TSWM
656
Tyler-Stone Wealth Management
Ohio
$629K
CSP
657
Cary Street Partners
Virginia
$629K +$629K +5,351 New
LCM
658
LCM Capital Management
Illinois
$629K -$35.3K -300 -5%
AC
659
Apella Capital
Connecticut
$625K +$1.88K +16 +0.3%
CP
660
Canopy Partners
Ohio
$623K +$351K +2,985 +129%
MC
661
Moors & Cabot
Massachusetts
$620K +$4.35K +37 +0.7%
OCM
662
One Capital Management
California
$618K
RG
663
Rathbones Group
United Kingdom
$615K +$2.12K +18 +0.3%
CB
664
CNB Bank
Pennsylvania
$613K -$31.7K -270 -5%
TC
665
Tejara Capital
United Kingdom
$611K +$611K +5,200 New
GAM
666
Grandview Asset Management
Pennsylvania
$611K +$79.8K +679 +15%
MMCM
667
Murphy & Mullick Capital Management
New York
$601K +$601K +5,117 New
HIMC
668
Heritage Investors Management Corp
Maryland
$598K
MWM
669
Mindset Wealth Management
Indiana
$595K -$18.8K -160 -3%
SAM
670
Shell Asset Management
Netherlands
$595K +$12.9K +110 +2%
WIA
671
Wealthedge Investment Advisors
New York
$591K +$591K +5,027 New
FAIM
672
Financial Advocates Investment Management
Washington
$590K -$6.7K -57 -1%
QC
673
Quantessence Capital
New York
$589K +$589K +5,009 New
AWM
674
Atticus Wealth Management
Florida
$589K +$23.4K +199 +4%
CPM
675
Connective Portfolio Management
New York
$588K +$588K +5,000 New