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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 %
BTI
776
Blue Trust Inc
Georgia
$15K 246 -77 -24%
ZB
777
Zions Bancorporation
Utah
$14.8K 192 +9 +5%
ETC
778
Exchange Traded Concepts
Oklahoma
$13.9K 180 +180 New
CCP
779
Carmel Capital Partners
California
$12.4K 160
BCMLT
780
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K 154 +154 New
WB
781
Webster Bank
Connecticut
$11.6K 150
AWM
782
Avior Wealth Management
Nebraska
$11.6K 150 +25 +20%
BCM
783
Blume Capital Management
California
$11.6K 150 +150 New
SF
784
Safeguard Financial
Wisconsin
$11K 150 +150 New
RWPA
785
Richard W. Paul & Associates
Michigan
$10K 130 -6 -4%
CFO
786
CVA Family Office
Colorado
$10K 130
JWA
787
JFS Wealth Advisors
Pennsylvania
$9.58K 124 +1 +0.8%
FP
788
Financial Perspectives
Minnesota
$9.58K 124
LOIM
789
Liberty One Investment Management
Illinois
$9.04K 117
TFGT
790
TS Financial Group (TSFG)
Illinois
$9K 112 +12 +12%
GI
791
Gradient Investments
Minnesota
$8.73K 113 +13 +13%
CFS
792
CGC Financial Services
Oregon
$8.49K 110 +110 New
OLVIG
793
Oliver Lagore Vanvalin Investment Group
Michigan
$8.19K 106 -21 -17%
HF
794
Halpern Financial
Virginia
$8.03K 104 +104 New
ADL
795
Asset Dedication LLC
California
$8K 100 +40 +67%
BWA
796
BDO Wealth Advisors
Florida
$7.72K 100
BLC
797
Brown, Lisle/Cummings
Rhode Island
$7.72K 100
NBT
798
Northwest Bank & Trust
Iowa
$7.72K 100 +100 New
OP
799
ORG Partners
Indiana
$7.62K 94 +94 New
FA
800
Fiduciary Alliance
South Carolina
$7.57K 98 +98 New