TTD icon

Trade Desk

769 hedge funds and large institutions have $20.6B invested in Trade Desk in 2023 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 275 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+37
Holders Change %
+5.05%
% of All Funds
12.31%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
127
Increased
275
Reduced
258
Closed
78
Calls
$655M
Puts
$827M
Net Calls
-$172M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
826
One Wealth Advisors
California
-$27.8K -619 Closed
AWM
827
Activest Wealth Management
Florida
-$24.8K -554 Closed
KIA
828
Kraematon Investment Advisors
Massachusetts
-$23.8K -530 Closed
RFG
829
RFP Financial Group
Georgia
-$15.7K -350 Closed
Credit Agricole
830
Credit Agricole
France
-$8.07K -180 Closed
CA
831
Corrado Advisors
New Jersey
-$8.07K -180 Closed
LS
832
Leelyn Smith
Illinois
-$8.03K -179 Closed
CAS
833
Coppell Advisory Solutions
Texas
-$7.17K -160 Closed
CASC
834
Coppell Advisory Solutions Corp
Texas
-$7.17K -160 Closed
MPCL
835
My Personal CFO LLC
Washington
-$7.13K -159 Closed
RBC
836
Romano Brothers & Co
Illinois
-$6.28K -140 Closed
JSAM
837
J. Safra Asset Management
New York
-$6K -138 Closed
MSCM
838
McElhenny Sheffield Capital Management
Texas
-$4.12K -92 Closed
Bessemer Group
839
Bessemer Group
New Jersey
-$2K -47 Closed
FGAM
840
Financial Gravity Asset Management
Texas
-$56 -45 Closed
PWS
841
Paragon Wealth Strategies
Florida
-$852 -19 Closed
ANBT
842
American National Bank & Trust
Texas
-$1K -18 Closed
CA
843
Centerpoint Advisors
Massachusetts
-$1K -15 Closed
CPFP
844
Clear Perspectives Financial Planning
Ohio
-$179 -4 Closed