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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 %
HAS
801
HBW Advisory Services
California
-$202K -2,923 Closed
DS
802
DRW Securities
Illinois
-$201K -2,903 Closed
SIA
803
Soltis Investment Advisors
Utah
-$201K -2,901 Closed
LI
804
LVZ Inc
Michigan
-$201K -2,900 Closed
HL
805
HeadInvest LLC
Maine
-$201K -2,900 Closed
LNWWM
806
Laird Norton Wetherby Wealth Management
California
-$173K -2,495 Closed
BFC
807
Bedel Financial Consulting
Indiana
-$170K -2,450 Closed
CAGAS
808
Capital Advisory Group Advisory Services
Minnesota
-$76K -1,102 Closed
DC
809
DeDora Capital
California
-$62K -890 Closed
FAG
810
Fortitude Advisory Group
Washington
-$52K -750 Closed
ACM
811
Aquatic Capital Management
Illinois
-$48K -700 Closed
VC
812
Vestor Capital
Illinois
-$47K -675 Closed
SLWA
813
San Luis Wealth Advisors
California
-$42K -460 Closed
OAJ
814
Ogorek Anthony Joseph
New York
-$24K -350 Closed
SWM
815
Selective Wealth Management
Virginia
-$21K -300 Closed
RTC
816
Riverview Trust Company
Washington
-$20K -290 Closed
IUHSA
817
Itau Unibanco Holding S.A.
Brazil
-$20K -288 Closed
BC
818
BIT Capital
Germany
-$19.1K -276 Closed
MWA
819
Miller Wealth Advisors
Colorado
-$18K -260 Closed
AIP
820
Ahrens Investment Partners
Louisiana
-$14K -200 Closed
TFO
821
Tarbox Family Office
California
-$11K -156 Closed
WPWM
822
Western Pacific Wealth Management
Illinois
-$8K -125 Closed
TCWA
823
Ten Capital Wealth Advisors
Washington
-$7K -98 Closed
SC
824
SouthState Corp
Florida
-$6K -90 Closed
BWM
825
Baystate Wealth Management
Massachusetts
-$5K -70 Closed