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Trade Desk

967 hedge funds and large institutions have $29B invested in Trade Desk in 2024 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 363 increasing their positions, 333 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

13% more capital invested

Capital invested by funds: $25.7B → $29B (+$3.24B)

5% more funds holding

Funds holding: 925967 (+42)

9% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 333

5.58% less ownership

Funds ownership: 80.14%74.56% (-5.6%)

18% less call options, than puts

Call options by funds: $932M | Put options by funds: $1.14B

Holders
967
Holders Change
+42
Holders Change %
+4.54%
% of All Funds
13.93%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
138
Increased
363
Reduced
333
Closed
83
Calls
$932M
Puts
$1.14B
Net Calls
-$211M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
926
Cornerstone Planning Group
New Jersey
$4.96K +$758 +10 +22%
BHWM
927
Beaird Harris Wealth Management
Texas
$4.81K
NCTC
928
New Covenant Trust Company
Indiana
$4.37K +$3.79K +50 New
MCM
929
MV Capital Management
Maryland
$4.2K +$3.41K +45 +1,500%
CMP
930
Coston McIsaac & Partners
Maine
$4K
AW
931
Avion Wealth
Texas
$4K +$682 +9 +33%
WIM
932
Westside Investment Management
California
$3.93K
DSC
933
Duncker Streett & Co
Missouri
$3.5K
DF
934
Dunhill Financial
United Kingdom
$3.5K
NIC
935
Northwest Investment Counselors
Oregon
$3.41K +$2.96K +39 New
CAL
936
Capital Analysts LLC
Pennsylvania
$3K
GKIM
937
GW&K Investment Management
Massachusetts
$3K
VF
938
VitalStone Financial
Texas
$3K
AA
939
Addison Advisors
Vermont
$2.8K
VWA
940
Valued Wealth Advisors
Utah
$2.71K
VWM
941
Valley Wealth Managers
New Jersey
$2.62K
BBPWM
942
Blue Bell Private Wealth Management
Pennsylvania
$2.45K
FFO
943
Fortitude Family Office
Arizona
$2.36K
SIC
944
SJS Investment Consulting
Ohio
$2.01K
HCM
945
Horrell Capital Management
Arkansas
$2K
CFG
946
CKW Financial Group
Hawaii
$2K +$1.51K +20 New
FPB
947
First PREMIER Bank
South Dakota
$2K +$1.51K +20 New
FFWA
948
FRG Family Wealth Advisors
Washington
$1.82K +$1.67K +22 New
CWP
949
Concord Wealth Partners
Virginia
$1.75K -$1.59K -21 -51%
HIA
950
Harbor Investment Advisory
Maryland
$1.75K