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Trade Desk

732 hedge funds and large institutions have $15.1B invested in Trade Desk in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 251 increasing their positions, 261 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.81%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.27%
New
118
Increased
251
Reduced
261
Closed
109
Calls
$715M
Puts
$626M
Net Calls
+$89.1M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
701
Capital Advisors Ltd
Ohio
$2K +$582 +16 +41%
Bessemer Group
702
Bessemer Group
New Jersey
$2K +$2K +47 New
DCBT
703
Dakota Community Bank & Trust
North Dakota
$2K +$2K +55 New
CWP
704
Concord Wealth Partners
Virginia
$1.84K +$1.84K +41 New
MIM
705
Macroview Investment Management
Maryland
$1.79K
DSC
706
Duncker Streett & Co
Missouri
$1.79K
IAA
707
Independent Advisor Alliance
North Carolina
$1.75K +$4 +95 +0.2%
VWM
708
Valley Wealth Managers
New Jersey
$1.35K -$897 -20 -40%
FFA
709
Farther Finance Advisors
California
$1.3K +$1.3K +29 New
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$1.26K
HWM
711
HighMark Wealth Management
Minnesota
$1.08K +$538 +12 +100%
SWA
712
Sutton Wealth Advisors
Florida
$1.03K +$45 +1 +5%
GCS
713
Gordian Capital (Singapore)
Singapore
$1K
CAL
714
Capital Analysts LLC
Pennsylvania
$1K
ANBT
715
American National Bank & Trust
Texas
$1K
HCM
716
Horrell Capital Management
Arkansas
$1K +$400 +10 +67%
CA
717
Centerpoint Advisors
Massachusetts
$1K +$1K +15 New
HIA
718
Harbor Investment Advisory
Maryland
$897
PWS
719
Paragon Wealth Strategies
Florida
$852 -$1.84K -41 -68%
SIC
720
SJS Investment Consulting
Ohio
$852 +$179 +4 +27%
CWM
721
Cedar Wealth Management
California
$807
FFC
722
First Financial Corp
Indiana
$761
PAI
723
Pittenger & Anderson Inc
Nebraska
$448 -$448 -10 -50%
DI
724
Disciplined Investments
Oklahoma
$448 -$45 -1 -9%
BA
725
Bellwether Advisors
Nebraska
$448