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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
WPA
951
West Paces Advisors
Georgia
$1.66K
WWP
952
WR Wealth Planners
Missouri
$1.57K +$1.36K +18 New
GI
953
Gradient Investments
Minnesota
$1.49K -$4.62K -61 -78%
BCM
954
Birch Capital Management
Texas
$1.49K +$1.29K +17 New
DPW
955
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$76 +1 +7%
RCM
956
Raleigh Capital Management
North Carolina
$1.31K +$758 +10 +200%
VCM
957
Versant Capital Management
Arizona
$1.14K
OP
958
ORG Partners
Indiana
$1.13K -$60.5K -799 -98%
CWM
959
Cedar Wealth Management
California
$1.05K
TAM
960
Tucker Asset Management
Colorado
$874 +$758 +10 New
DFA
961
DHJJ Financial Advisors
Illinois
$700
DAM
962
Delta Asset Management
Tennessee
$699 +$606 +8 New
TWD
963
True Wealth Design
Ohio
$438 +$152 +2 +67%
FGAM
964
Financial Gravity Asset Management
Texas
$192 +$152 +2 New
OWA
965
Opal Wealth Advisors
New York
$175 +$152 +2 New
CAC
966
Core Alternative Capital
Georgia
$87 -$9.02K -119 -99%
IPW
967
Impact Partnership Wealth
Georgia
$86
VEPM
968
Vista Equity Partners Management
California
-$9.92M -137,869 Closed
SPC
969
Stony Point Capital
New York
-$6.19M -85,994 Closed
MWM
970
Meridian Wealth Management
Kentucky
-$5.8M -80,532 Closed
Group One Trading
971
Group One Trading
Illinois
-$4.86M -64,198 Closed
MCM
972
Maytus Capital Management
New York
-$3.96M -55,000 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
973
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.91M -54,360 Closed
LCM
974
Laurion Capital Management
New York
-$3.34M -46,400 Closed
BAM
975
BOCHK Asset Management
Hong Kong
-$2.89M -40,200 Closed