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Trade Desk

967 hedge funds and large institutions have $29B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 363 increasing their positions, 333 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

13% more capital invested

Capital invested by funds: $25.7B → $29B (+$3.24B)

5% more funds holding

Funds holding: 925967 (+42)

9% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 333

5.58% less ownership

Funds ownership: 80.14%74.56% (-5.6%)

18% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.14B

Holders
967
Holders Change
+42
Holders Change %
+4.54%
% of All Funds
13.93%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
138
Increased
363
Reduced
333
Closed
83
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
726
Cipher Capital
New York
$253K -$109K -1,433 -33%
TPI
727
Trust Point Inc
Wisconsin
$252K +$219K +2,887 New
USCWA
728
U.S. Capital Wealth Advisors
Texas
$251K
FFA
729
Founders Financial Alliance
North Carolina
$251K +$218K +2,875 New
MG
730
Marex Group
$249K +$215K +2,843 New
SGCA
731
Steel Grove Capital Advisors
Tennessee
$247K +$214K +2,827 New
TC
732
TownSquare Capital
Utah
$245K -$113K -1,489 -35%
DAS
733
Diversify Advisory Services
Utah
$244K +$212K +2,797 New
SA
734
Strategic Advisors
New York
$243K -$3.26K -43 -2%
OAM
735
Ostrum Asset Management
France
$242K
SRL
736
Scientech Research LLC
New Jersey
$242K +$210K +2,769 New
CWG
737
Crown Wealth Group
North Carolina
$240K +$208K +2,747 New
GT
738
Greenleaf Trust
Michigan
$240K +$208K +2,742 New
CWM
739
Concentrum Wealth Management
California
$240K +$208K +2,741 New
IFS
740
Ifrah Financial Services
Arkansas
$238K +$206K +2,720 New
WCFA
741
Walkner Condon Financial Advisors
Wisconsin
$236K +$205K +2,701 New
ONB
742
Old National Bancorp
Indiana
$236K -$87.1K -1,150 -30%
WPC
743
Wedmont Private Capital
Pennsylvania
$235K +$205K +2,711 New
MC
744
Mathes Company
New York
$232K -$330K -4,350 -62%
SW
745
SVB Wealth
Massachusetts
$231K +$200K +2,637 New
CF
746
Centaurus Financial
California
$229K
HI
747
Harbour Investments
Wisconsin
$229K -$4.62K -61 -2%
LA
748
Latitude Advisors
Florida
$228K +$198K +2,609 New
HL
749
HeadInvest LLC
Maine
$228K +$197K +2,605 New
WP
750
WMS Partners
Maryland
$227K +$197K +2,600 New

TTD Hedge Fund Activity: Q1 2024 in Review

967 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q1 2024, worth a combined $29B — up 13% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new TTD positions and 83 closed out — a net gain of 55 holders — while 363 added to existing stakes and 333 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $196M. The largest seller was Morgan Stanley, cutting an estimated $1.91B.

  • 967 institutional investors held Trade Desk (TTD) as of Q1 2024, up from 925 in Q4 2023.
  • Funds reported $29B of Trade Desk stock for Q1 2024, up 13% quarter-over-quarter.
  • 138 funds opened new Trade Desk positions in Q1 2024 and 83 closed out, a net change of +55 holders.
  • The largest Trade Desk buyer in Q1 2024 was 1832 Asset Management, an estimated $196M added.
  • The largest Trade Desk seller in Q1 2024 was Morgan Stanley, an estimated $1.91B sold.

Based on aggregated 13F filings for Q1 2024.