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Trade Desk

959 hedge funds and large institutions have $28.9B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 361 increasing their positions, 330 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+42
Holders Change %
+4.58%
% of All Funds
13.9%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
136
Increased
361
Reduced
330
Closed
82
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
876
Brown, Lisle/Cummings
Rhode Island
$19.7K
PWMG
877
Private Wealth Management Group
New Jersey
$19.7K +$13.6K +155 +221%
CT
878
Colonial Trust
South Carolina
$19.5K +$875 +10 +5%
LF
879
LifeSteps Financial
California
$19.2K +$19.2K +220 New
MCM
880
MidAtlantic Capital Management
Virginia
$19.1K -$6.12K -70 -24%
FSWA
881
Financial Synergies Wealth Advisors
Texas
$18.8K -$8.39K -96 -31%
SIC
882
Salem Investment Counselors
North Carolina
$18.8K -$874 -10 -4%
KFS
883
Kelly Financial Services
Massachusetts
$18.1K +$15.3K +175 +547%
GEA
884
Glen Eagle Advisors
New Jersey
$17.5K -$3.5K -40 -17%
TFIPS
885
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.5K
OA
886
Operose Advisors
Wisconsin
$17.5K
CA
887
Continuum Advisory
Idaho
$16.7K +$16.7K +188 New
ZB
888
Zions Bancorporation
Utah
$16.3K -$787 -9 -5%
PAI
889
Pittenger & Anderson Inc
Nebraska
$16.2K -$226K -2,585 -93%
DWM
890
Dogwood Wealth Management
Kansas
$15.2K
VL
891
Vima LLC
Michigan
$14.9K +$3.59K +59 +32%
FWM
892
FSA Wealth Management
Massachusetts
$14.4K
WB
893
Webster Bank
Connecticut
$13.1K
BCM
894
Blume Capital Management
California
$13.1K
LB
895
Legacy Bridge
Iowa
$13.1K +$13.1K +150 New
MG
896
Mather Group
Illinois
$12.6K +$12.6K +175 New
ACM
897
Anfield Capital Management
California
$12.4K +$12.4K +142 New
JWA
898
JFS Wealth Advisors
Pennsylvania
$11.1K
NS
899
NBC Securities
Alabama
$11K
SA
900
Scarborough Advisors
Maryland
$10.9K -$8.74K -100 -44%