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Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
701
Operose Advisors
Wisconsin
$12.2K -$30.5K -500 -71%
TCM
702
Tradewinds Capital Management
Washington
$12.2K -$914 -15 -7%
AIP
703
Ameritas Investment Partners
Nebraska
$12.2K
WOC
704
West Oak Capital
California
$12.2K
MIFH
705
Migdal Insurance & Financial Holdings
Israel
$12K +$7.78K +131 +185%
BIA
706
Bell Investment Advisors
California
$11.9K -$1.52K -25 -11%
PCM
707
Pointe Capital Management
Michigan
$11.9K +$11.9K +195 New
GWS
708
Glassman Wealth Services
Virginia
$11.2K -$2.01K -33 -15%
ZB
709
Zions Bancorporation
Utah
$11.1K -$9.5K -156 -46%
TPCW
710
TD Private Client Wealth
New York
$10.9K -$3.9K -64 -26%
CA
711
Crewe Advisors
Utah
$10.4K -$7.19K -118 -41%
Jones Financial Companies
712
Jones Financial Companies
Missouri
$9.75K -$3.05K -50 -24%
CCP
713
Carmel Capital Partners
California
$9.75K +$9.75K +160 New
CFB
714
Cullen/Frost Bankers
Texas
$9.69K +$9.69K +159 New
SIC
715
Salem Investment Counselors
North Carolina
$9.14K
WB
716
Webster Bank
Connecticut
$9.14K
IUHSA
717
Itau Unibanco Holding S.A.
Brazil
$9.02K
RWPA
718
Richard W. Paul & Associates
Michigan
$8.28K -$914 -15 -10%
VF
719
VitalStone Financial
Texas
$8K -$405 -4 -5%
CFO
720
CVA Family Office
Colorado
$7.92K +$7.92K +130 New
OLVIG
721
Oliver Lagore Vanvalin Investment Group
Michigan
$7.74K -$1.77K -29 -19%
AWM
722
Avior Wealth Management
Nebraska
$7.61K
FP
723
Financial Perspectives
Minnesota
$7.55K
JWA
724
JFS Wealth Advisors
Pennsylvania
$7.49K +$853 +14 +13%
LOIM
725
Liberty One Investment Management
Illinois
$7.13K +$7.13K +117 New