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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CPRC
676
Consolidated Portfolio Review Corp
New York
$228K -$93.5K -1,299 -29%
JC
677
Jacobs & Co
California
$228K +$12.6K +175 +6%
SC
678
Scotia Capital
Ontario, Canada
$226K +$12K +167 +6%
KPWS
679
Kestra Private Wealth Services
Texas
$223K +$17.4K +242 +8%
QWM
680
Quadcap Wealth Management
Texas
$222K +$222K +3,085 New
NP
681
NorthRock Partners
Minnesota
$222K +$222K +3,084 New
TCWM
682
Total Clarity Wealth Management
Illinois
$221K +$19.9K +276 +10%
OFG
683
Oxford Financial Group
Indiana
$219K
FMLI
684
Fukoku Mutual Life Insurance
Japan
$219K
OFS
685
OneAscent Financial Services
Alabama
$218K +$218K +3,030 New
MLL
686
Moody Lynn & Lieberson
Massachusetts
$216K
KWA
687
Kingswood Wealth Advisors
California
$215K +$215K +2,989 New
CGH
688
Crossmark Global Holdings
Texas
$215K -$6.04K -84 -3%
ACA
689
Aptus Capital Advisors
Alabama
$214K -$207K -2,882 -49%
WLPWM
690
Walled Lake Planning & Wealth Management
Illinois
$212K
BFC
691
Bedel Financial Consulting
Indiana
$211K
CCWM
692
Correct Capital Wealth Management
Missouri
$210K +$210K +2,920 New
LI
693
LVZ Inc
Michigan
$209K +$209K +2,900 New
IWS
694
Integrity Wealth Solutions
Colorado
$209K +$209K +2,898 New
MFG
695
Merit Financial Group
Georgia
$208K -$6.91K -96 -3%
USCWA
696
U.S. Capital Wealth Advisors
Texas
$207K +$207K +2,875 New
VIM
697
Vista Investment Management
Pennsylvania
$206K
MFG
698
MidWestOne Financial Group
Iowa
$205K +$3.31K +46 +2%
LMKC
699
L.M. Kohn & Company
Ohio
$204K
SA
700
Strategic Advisors
New York
$203K +$17.4K +242 +9%