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Trade Desk

852 hedge funds and large institutions have $26.1B invested in Trade Desk in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 278 increasing their positions, 298 reducing their positions, and 57 closing their positions.

Holders
852
Holders Change
+84
Holders Change %
+10.94%
% of All Funds
13.44%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.43%
New
145
Increased
278
Reduced
298
Closed
57
Calls
$762M
Puts
$727M
Net Calls
+$35.3M
Net Calls Change
+$208M
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
701
AssetMark Inc
California
$91.8K 1,189 +392 +49%
IGWM
702
ICA Group Wealth Management
Colorado
$89K 1,152
CCA
703
Column Capital Advisors
Indiana
$83.7K 1,084
KFP
704
KB Financial Partners
New Jersey
$82K 1,062 +111 +12%
VSQM
705
V-Square Quantitative Management
Illinois
$79K 1,023 +1,023 New
LWP
706
Lumature Wealth Partners
Georgia
$77.2K 1,000
WPWM
707
Western Pacific Wealth Management
Illinois
$77.2K 1,000 +1,000 New
SIC
708
Salem Investment Counselors
North Carolina
$73.4K 950 +800 +533%
ATC
709
Adirondack Trust Company
New York
$73K 800
CT
710
Cambridge Trust
Massachusetts
$72.8K 943 -307 -25%
FCA
711
FinTrust Capital Advisors
South Carolina
$68.6K 1,530
AAG
712
Armstrong Advisory Group
Massachusetts
$68K 880 -230 -21%
CAS
713
Coppell Advisory Solutions
Texas
$65.2K 843 +843 New
QCG
714
Quadrant Capital Group
Ohio
$63.4K 821 -31 -4%
AAP
715
Arax Advisory Partners
Colorado
$63.1K 817
GAAM
716
Guinness Atkinson Asset Management
California
$61.8K 800
SCA
717
Stonebridge Capital Advisors
Minnesota
$57.2K 741 -109 -13%
MCM
718
Manchester Capital Management
Vermont
$55.9K 724 +12 +2%
JWM
719
Janiczek Wealth Management
Colorado
$55.1K 714
RI
720
Ridgewood Investments
New Jersey
$54.1K 700
PAI
721
Pittenger & Anderson Inc
Nebraska
$54.1K 700 +690 +6,900%
AA
722
AlphaCentric Advisors
Puerto Rico
$52.7K 683 +683 New
EWM
723
Evermay Wealth Management
Virginia
$51.7K 670
AIM
724
Anchor Investment Management
South Carolina
$51K 660 -2,500 -79%
LFG
725
Larson Financial Group
Missouri
$49.7K 643 -384 -37%