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Trade Desk

1,048 hedge funds and large institutions have $37.7B invested in Trade Desk in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 394 increasing their positions, 366 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+37
Holders Change %
+3.66%
% of All Funds
15.16%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
132
Increased
394
Reduced
366
Closed
81
Calls
$952M
Puts
$1.02B
Net Calls
-$72.1M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Shares
Change %
SIMG
801
Sonora Investment Management Group
Arizona
$235K +$235K +2,142 New
KIA
802
KCM Investment Advisors
California
$234K -$8.66K -79 -4%
CLOS
803
Compagnie Lombard Odier SCmA
Switzerland
$233K +$13.5K +123 +6%
GI
804
GAMMA Investing
California
$232K +$32.1K +293 +16%
PCM
805
Penserra Capital Management
California
$231K +$2.73K +25 +1%
NAS
806
Nicolet Advisory Services
Wisconsin
$231K -$1.45K -13 -0.6%
VT
807
Vise Technologies
New York
$230K +$230K +2,102 New
C
808
Covestor
United Kingdom
$229K -$24.3K -222 -10%
CAM
809
Claret Asset Management
Quebec, Canada
$228K +$1.21K +11 +0.5%
LWM
810
Liberty Wealth Management
California
$228K +$228K +2,077 New
GFP
811
Gryphon Financial Partners
Ohio
$228K +$228K +2,075 New
HCM
812
Hodges Capital Management
Texas
$227K
NG
813
Norden Group
Utah
$225K +$225K +2,055 New
SF
814
Summit Financial
New Jersey
$225K -$25.3K -231 -10%
KMWM
815
Keudell/Morrison Wealth Management
Oregon
$225K
KCM
816
Kathmere Capital Management
Pennsylvania
$224K -$7.24K -66 -3%
DPI
817
Diversified Portfolios Inc
Michigan
$224K +$224K +2,045 New
LSAG
818
Lake Street Advisors Group
New Hampshire
$224K -$93.4K -852 -29%
RWP
819
RWA Wealth Partners
Massachusetts
$223K +$223K +2,032 New
AWA
820
Arbor Wealth Advisors
Michigan
$223K +$223K +2,030 New
SAM
821
Secure Asset Management
Michigan
$222K +$222K +2,028 New
PA
822
PFG Advisors
Arizona
$221K -$46.7K -426 -17%
FSC
823
Full Sail Capital
Oklahoma
$220K +$220K +2,005 New
GFA
824
Gallagher Fiduciary Advisors
Illinois
$220K +$220K +2,002 New
CC
825
Cypress Capital
Tennessee
$219K