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Trade Desk

1,011 hedge funds and large institutions have $33.3B invested in Trade Desk in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 413 increasing their positions, 312 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+52
Holders Change %
+5.42%
% of All Funds
14.7%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
150
Increased
413
Reduced
312
Closed
78
Calls
$953M
Puts
$1.2B
Net Calls
-$242M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
776
Connecticut Wealth Management
Connecticut
$231K
DJYG
777
David J. Yvars Group
Florida
$230K +$230K +2,350 New
MGIA
778
Moneta Group Investment Advisors
Missouri
$229K -$24.6K -252 -10%
PFP
779
Pinnacle Financial Partners
Tennessee
$228K +$228K +2,337 New
RFC
780
Regions Financial Corp
Alabama
$228K +$228K +2,337 New
BWP
781
Barlow Wealth Partners
Kentucky
$228K
PI
782
PFG Investments
New York
$228K -$294K -3,009 -56%
WWM
783
Waterway Wealth Management
Texas
$228K
HAS
784
HBW Advisory Services
California
$227K +$227K +2,323 New
C
785
Covestor
United Kingdom
$226K -$18.3K -187 -7%
GL
786
Graypoint LLC
New York
$224K -$12.6K -129 -5%
GT
787
Glenview Trust
Kentucky
$223K +$223K +2,285 New
SF
788
Summit Financial
New Jersey
$223K +$223K +2,282 New
FNBT
789
FineMark National Bank & Trust
Florida
$222K -$1.95K -20 -0.9%
TPA
790
Trivium Point Advisory
Connecticut
$219K -$4.3K -44 -2%
SP
791
Symmetry Partners
Connecticut
$219K +$219K +2,247 New
HWP
792
Highline Wealth Partners
California
$218K +$3.13K +32 +1%
CIS
793
Custom Index Systems
New York
$216K +$216K +2,214 New
KIA
794
KCM Investment Advisors
California
$216K +$216K +2,210 New
NFG
795
Nadler Financial Group
Illinois
$214K +$214K +2,190 New
T
796
TrueFG
Texas
$214K +$214K +2,188 New
DWA
797
Delap Wealth Advisory
Oregon
$214K +$214K +2,187 New
PCH
798
PGIM Custom Harvest
New Jersey
$214K +$214K +2,186 New
DWP
799
Daymark Wealth Partners
Ohio
$213K +$213K +2,184 New
FPCG
800
Fort Pitt Capital Group
Pennsylvania
$212K +$212K +2,166 New