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Trade Desk

684 hedge funds and large institutions have $13.8B invested in Trade Desk in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 249 increasing their positions, 255 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
-94
Holders Change %
-12.08%
% of All Funds
11.57%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.25%
New
75
Increased
249
Reduced
255
Closed
156
Calls
$568M
Puts
$547M
Net Calls
+$21.4M
Net Calls Change
+$97.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FAB
726
First American Bank
Illinois
-$314K -4,529 Closed
CWM
727
Concentrum Wealth Management
California
-$312K -4,500 Closed
MFA
728
Mayflower Financial Advisors
Massachusetts
-$310K -4,478 Closed
CCP
729
Corient Capital Partners
California
-$309K -4,466 Closed
OFS
730
OneAscent Financial Services
Alabama
-$308K -4,454 Closed
MWM
731
Mattern Wealth Management
Kansas
-$307K -4,440 Closed
AWM
732
Avitas Wealth Management
California
-$307K -4,434 Closed
XT
733
XTX Topco
Cayman Islands
-$303K -4,382 Closed
FWCM
734
Ferguson Wellman Capital Management
Oregon
-$301K -4,350 Closed
HTC
735
Haverford Trust Company
Pennsylvania
-$298K -4,300 Closed
ACMA
736
Arbor Capital Management (Alaska)
Alaska
-$308K -4,273 Closed
BPA
737
Beacon Pointe Advisors
California
-$295K -4,256 Closed
LA
738
Latitude Advisors
Florida
-$294K -4,250 Closed
CWM
739
Cornerstone Wealth Management
Missouri
-$293K -4,230 Closed
SCA
740
Spearhead Capital Advisors
Florida
-$293K -4,226 Closed
CAMG
741
CWA Asset Management Group
Florida
-$292K -4,217 Closed
PPW
742
Pinnacle Private Wealth
Massachusetts
-$289K -4,180 Closed
VCA
743
Verdence Capital Advisors
Maryland
-$286K -4,135 Closed
HWAM
744
Hennion & Walsh Asset Management
New Jersey
-$285K -4,112 Closed
RB
745
Renasant Bank
Mississippi
-$284K -4,100 Closed
PRC
746
Pearl River Capital
Michigan
-$281K -4,062 Closed
BNP Paribas Asset Management
747
BNP Paribas Asset Management
France
-$280K -4,044 Closed
MIM
748
Montgomery Investment Management
Maryland
-$277K -4,000 Closed
GKWIM
749
Gerber Kawasaki Wealth & Investment Management
California
-$275K -3,984 Closed
MA
750
Mutual Advisors
Nebraska
-$275K -3,978 Closed