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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 %
GKIM
876
GW&K Investment Management
Massachusetts
$3K
VF
877
VitalStone Financial
Texas
$3K
CMP
878
Coston McIsaac & Partners
Maine
$3K
LIWM
879
Long Island Wealth Management
New York
$3K +$3K +40 New
CWP
880
Concord Wealth Partners
Virginia
$2.95K
DSC
881
Duncker Streett & Co
Missouri
$2.88K
DF
882
Dunhill Financial
United Kingdom
$2.88K +$2.88K +40 New
ETC
883
Exchange Traded Concepts
Oklahoma
$2.45K +$1.08K +15 +79%
CIA
884
Cape Investment Advisory
Georgia
$2.45K +$2.45K +34 New
VWA
885
Valued Wealth Advisors
Utah
$2.42K +$2.42K +31 New
CFB
886
Cullen/Frost Bankers
Texas
$2.38K -$24.3K -338 -91%
KFS
887
Kelly Financial Services
Massachusetts
$2.3K
AA
888
Addison Advisors
Vermont
$2.3K
AWM
889
Able Wealth Management
New Jersey
$2.3K +$2.3K +32 New
CWM
890
CarsonAllaria Wealth Management
Illinois
$2.23K +$2.23K +31 New
VWM
891
Valley Wealth Managers
New Jersey
$2.16K
CAM
892
ClariVest Asset Management
California
$2.16K
CCC
893
Chelsea Counsel Company
California
$2.09K +$2.09K +29 New
BBPWM
894
Blue Bell Private Wealth Management
Pennsylvania
$2.02K
TCWA
895
Turtle Creek Wealth Advisors
Texas
$2.02K +$2.02K +28 New
AW
896
Avion Wealth
Texas
$2K -$1.48K -20 -43%
HCM
897
Horrell Capital Management
Arkansas
$2K
CAL
898
Capital Analysts LLC
Pennsylvania
$2K
FFO
899
Fortitude Family Office
Arizona
$1.94K +$1.94K +27 New
SIS
900
Sound Income Strategies
Florida
$1.8K +$1.8K +25 New