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Trade Desk

959 hedge funds and large institutions have $28.9B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 361 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+42
Holders Change %
+4.58%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
136
Increased
361
Reduced
330
Closed
82
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
C
751
Covestor
United Kingdom
$218K +$201K +2,306 +1,207%
EWM
752
Evercore Wealth Management
New York
$218K +$218K +2,489 New
OA
753
Oracle Alpha
Ontario, Canada
$216K +$216K +2,471 New
AWA
754
Arkadios Wealth Advisors
Georgia
$213K +$213K +2,439 New
GL
755
Graypoint LLC
New York
$212K +$212K +2,425 New
EA
756
Everpar Advisors
Oklahoma
$211K -$149K -1,700 -41%
BFO
757
Boston Family Office
Massachusetts
$210K +$210K +2,400 New
SW
758
SteelPeak Wealth
California
$210K +$210K +2,400 New
CWM
759
Connecticut Wealth Management
Connecticut
$207K +$207K +2,369 New
CA
760
Clearstead Advisors
Ohio
$205K +$42.2K +482 +26%
MIC
761
Means Investment Company
Maine
$204K +$204K +2,335 New
AssetMark Inc
762
AssetMark Inc
California
$204K +$40.1K +459 +24%
GIA
763
Gladstone Institutional Advisory
Florida
$204K +$204K +2,334 New
WWM
764
Waterway Wealth Management
Texas
$204K +$204K +2,331 New
A
765
AlphaQuest
New York
$202K +$96.1K +1,099 +91%
BBP
766
Banco BTG Pactual
Brazil
$201K +$201K +2,300 New
FNBT
767
FineMark National Bank & Trust
Florida
$201K +$201K +2,295 New
TPA
768
Trivium Point Advisory
Connecticut
$200K +$200K +2,291 New
HWP
769
Highline Wealth Partners
California
$192K -$874 -10 -0.5%
TC
770
Truvestments Capital
Florida
$190K -$20.1K -230 -10%
LC
771
Lindbrook Capital
California
$182K -$15.3K -175 -8%
PCM
772
Penserra Capital Management
California
$181K +$6.53K +75 +4%
Federated Hermes
773
Federated Hermes
Pennsylvania
$177K +$177K +2,026 New
CUAMC
774
China Universal Asset Management Company
China
$175K +$98.5K +1,127 +128%
CLOS
775
Compagnie Lombard Odier SCmA
Switzerland
$175K