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Trade Desk

917 hedge funds and large institutions have $25.7B invested in Trade Desk in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 346 increasing their positions, 301 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+27
Holders Change %
+3.03%
% of All Funds
13.44%
Holding in Top 10
15
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-46.43%
% of All Funds
0.22%
New
140
Increased
346
Reduced
301
Closed
105
Calls
$739M
Puts
$761M
Net Calls
-$22.2M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
826
Scarborough Advisors
Maryland
$16.2K +$16.2K +225 New
CT
827
Colonial Trust
South Carolina
$15.6K
LA
828
LM Advisors
California
$15.4K +$15.4K +214 New
OA
829
Operose Advisors
Wisconsin
$14.4K
TFIPS
830
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.4K +$14.4K +200 New
ME
831
McIlrath & Eck
Washington
$14.4K +$14.4K +200 New
ZB
832
Zions Bancorporation
Utah
$14.1K
C
833
Covestor
United Kingdom
$14K -$4.25K -58 -23%
FSWA
834
Financial Synergies Wealth Advisors
Texas
$13.9K -$538 -12 -4%
VL
835
Vima LLC
Michigan
$13.4K +$13.4K +186 New
HIM
836
Hillsdale Investment Management
Ontario, Canada
$13K +$13K +180 New
DWM
837
Dogwood Wealth Management
Kansas
$12.5K +$12.5K +174 New
FWM
838
FSA Wealth Management
Massachusetts
$12K +$12K +165 New
BCM
839
Blume Capital Management
California
$10.8K
WB
840
Webster Bank
Connecticut
$10.8K
PB
841
Pinnacle Bancorp
Nebraska
$9.79K -$6.12K -85 -38%
JWA
842
JFS Wealth Advisors
Pennsylvania
$9.14K -$72 -1 -0.8%
FP
843
Financial Perspectives
Minnesota
$8.92K
CAC
844
Core Alternative Capital
Georgia
$8.64K -$38.1K -529 -82%
BWL
845
Bogart Wealth LLC
Virginia
$8.2K
NS
846
NBC Securities
Alabama
$8K -$14.1K -208 -64%
MSWM
847
McGlone Suttner Wealth Management
Wisconsin
$7.2K +$7.2K +100 New
CQS
848
Credential Qtrade Securities
$7.2K +$7.2K +100 New
BFS
849
Burkett Financial Services
South Carolina
$7.2K +$7.2K +100 New
NBT
850
Northwest Bank & Trust
Iowa
$7.2K +$7.2K +100 New