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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 %
AP
851
Advisors Preferred
Maryland
$7.06K -$46K -651 -87%
ADL
852
Asset Dedication LLC
California
$7K
AF
853
Advisornet Financial
Minnesota
$6.48K +$2.45K +34 +61%
S
854
Sachetta
Massachusetts
$6.19K +$6.19K +86 New
CSC
855
Caldwell Sutter Capital
California
$5.76K +$3.96K +55 +220%
GI
856
Gradient Investments
Minnesota
$5.61K -$7.2K -100 -56%
HWM
857
HighMark Wealth Management
Minnesota
$5.61K +$288 +4 +5%
DCM
858
Davidson Capital Management
Texas
$5.47K
PWMG
859
Private Wealth Management Group
New Jersey
$5.04K +$5.04K +70 New
NCM
860
Northwest Capital Management
Oregon
$5.04K
HGERS
861
Householder Group Estate & Retirement Specialist
Arizona
$5K +$395 +6 +9%
DCBT
862
Dakota Community Bank & Trust
North Dakota
$4.97K +$1.01K +14 +25%
QL
863
Quarry LP
New York
$4.82K +$4.82K +67 New
UFF
864
USA Financial Formulas
Michigan
$4.25K +$4.25K +59 New
VAMG
865
Voisard Asset Management Group
Michigan
$4.17K +$4.17K +58 New
RAM
866
Riggs Asset Management
Pennsylvania
$4.1K
CAL
867
Capital Advisors Ltd
Ohio
$4K
Loomis, Sayles & Company
868
Loomis, Sayles & Company
Massachusetts
$4K +$4K +57 New
BHWM
869
Beaird Harris Wealth Management
Texas
$3.96K
ODG
870
O'Dell Group
Ohio
$3.6K +$3.6K +50 New
SWM
871
Sanctuary Wealth Management
Idaho
$3.45K
BWM
872
Baystate Wealth Management
Massachusetts
$3.35K +$1.89K +26 +130%
CPG
873
Cornerstone Planning Group
New Jersey
$3.31K -$863 -12 -21%
WIM
874
Westside Investment Management
California
$3.24K +$3.24K +45 New
SSG
875
Summit Securities Group
New York
$3K -$1.17K -14 -28%