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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 %
FP
901
Financial Perspectives
Minnesota
$10.8K
MIM
902
Macroview Investment Management
Maryland
$10.3K +$8.57K +98 +490%
CSC
903
Caldwell Sutter Capital
California
$9.62K +$2.62K +30 +38%
DCM
904
Davidson Capital Management
Texas
$8.83K +$2.19K +25 +33%
BFS
905
Burkett Financial Services
South Carolina
$8.74K
CQS
906
Credential Qtrade Securities
$8.74K
NBT
907
Northwest Bank & Trust
Iowa
$8.29K
AF
908
Advisornet Financial
Minnesota
$8.04K +$175 +2 +2%
ADL
909
Asset Dedication LLC
California
$8K
SIS
910
Sound Income Strategies
Florida
$7.43K +$5.25K +60 +240%
HGERS
911
Householder Group Estate & Retirement Specialist
Arizona
$7.17K +$524 +6 +8%
S
912
Sachetta
Massachusetts
$6.19K
HWM
913
HighMark Wealth Management
Minnesota
$6.12K -$699 -8 -10%
NCM
914
Northwest Capital Management
Oregon
$6.12K
CAL
915
Capital Advisors Ltd
Ohio
$6K +$554 +6 +10%
PCWA
916
Pacific Capital Wealth Advisors
California
$5.42K +$5.42K +62 New
CAM
917
ClariVest Asset Management
California
$5.25K +$2.62K +30 +100%
CPG
918
Cornerstone Planning Group
New Jersey
$4.96K +$886 +10 +22%
BHWM
919
Beaird Harris Wealth Management
Texas
$4.81K
NCTC
920
New Covenant Trust Company
Indiana
$4.37K +$4.37K +50 New
MCM
921
MV Capital Management
Maryland
$4.2K +$3.94K +45 +1,500%
CMP
922
Coston McIsaac & Partners
Maine
$4K
AW
923
Avion Wealth
Texas
$4K +$1K +9 +33%
WIM
924
Westside Investment Management
California
$3.93K
DSC
925
Duncker Streett & Co
Missouri
$3.5K