We are live on ! Find out more
TTD icon

Trade Desk

896 hedge funds and large institutions have $26B invested in Trade Desk in 2023 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 321 increasing their positions, 328 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 76

4% more funds holding

Funds holding: 859896 (+37)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

0% more call options, than puts

Call options by funds: $794M | Put options by funds: $792M

1% less capital invested

Capital invested by funds: $26.1B → $26B (-$142M)

2% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 328

1.62% less ownership

Funds ownership: 76.02%74.39% (-1.6%)

Holders
896
Holders Change
+37
Holders Change %
+4.31%
% of All Funds
14.22%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.44%
New
122
Increased
321
Reduced
328
Closed
76
Calls
$794M
Puts
$792M
Net Calls
+$1.98M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
826
Pinnacle Bancorp
Nebraska
$17.3K
TAM
827
Tucker Asset Management
Colorado
$16.6K +$14K +173 +433%
OA
828
Operose Advisors
Wisconsin
$15.6K
TCM
829
Tradewinds Capital Management
Washington
$15.6K
ZB
830
Zions Bancorporation
Utah
$15.3K +$323 +4 +2%
PAI
831
Pittenger & Anderson Inc
Nebraska
$14.5K -$41.6K -515 -74%
GI
832
Gradient Investments
Minnesota
$13.9K +$5.25K +65 +58%
BCMLT
833
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K
BCM
834
Blume Capital Management
California
$11.7K
WB
835
Webster Bank
Connecticut
$11.7K
LOIM
836
Liberty One Investment Management
Illinois
$10.2K +$1.13K +14 +12%
JWA
837
JFS Wealth Advisors
Pennsylvania
$10K +$323 +4 +3%
FP
838
Financial Perspectives
Minnesota
$9.69K
TFGT
839
TS Financial Group (TSFG)
Illinois
$9K
BWL
840
Bogart Wealth LLC
Virginia
$8.91K +$4.04K +50 +78%
ADL
841
Asset Dedication LLC
California
$8K
CCP
842
Carmel Capital Partners
California
$7.82K -$4.85K -60 -38%
BLC
843
Brown, Lisle/Cummings
Rhode Island
$7.82K
CAS
844
Coppell Advisory Solutions
Texas
$7.17K -$55.2K -683 -81%
RCM
845
Raleigh Capital Management
North Carolina
$7.03K
OLVIG
846
Oliver Lagore Vanvalin Investment Group
Michigan
$6.88K -$1.46K -18 -17%
DCM
847
Davidson Capital Management
Texas
$5.94K -$566 -7 -8%
AP
848
Arlington Partners
Alabama
$5.86K
AT
849
Arlington Trust
Alabama
$5.86K +$6.06K +75 New
HWM
850
HighMark Wealth Management
Minnesota
$5.78K

TTD Hedge Fund Activity: Q3 2023 in Review

896 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Trade Desk (TTD) for Q3 2023, worth a combined $26B — down 0.54% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new TTD positions and 76 closed out — a net gain of 46 holders — while 321 added to existing stakes and 328 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was Morgan Stanley, cutting an estimated $475M.

  • 896 institutional investors held Trade Desk (TTD) as of Q3 2023, up from 859 in Q2 2023.
  • Funds reported $26B of Trade Desk stock for Q3 2023, down 0.54% quarter-over-quarter.
  • 122 funds opened new Trade Desk positions in Q3 2023 and 76 closed out, a net change of +46 holders.
  • The largest Trade Desk buyer in Q3 2023 was Citadel Advisors, an estimated $237M added.
  • The largest Trade Desk seller in Q3 2023 was Morgan Stanley, an estimated $475M sold.

Based on aggregated 13F filings for Q3 2023.