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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 %
SFC
976
Strategic Financial Concepts
Texas
-$301K -3,855 Closed
OCBCO
977
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$298K -3,815 Closed
SC
978
Sepio Capital
Utah
-$289K -3,700 Closed
XS
979
XR Securities
Illinois
-$288K -3,687 Closed
GSC
980
Ground Swell Capital
South Carolina
-$270K -3,458 Closed
MWM
981
Modera Wealth Management
New Jersey
-$250K -3,195 Closed
WPC
982
Wedmont Private Capital
Pennsylvania
-$262K -3,126 Closed
IFS
983
Ifrah Financial Services
Arkansas
-$235K -3,001 Closed
CGIM
984
Cannon Global Investment Management
Florida
-$234K -3,000 Closed
CBA
985
Coastal Bridge Advisors
Connecticut
-$234K -3,000 Closed
PCS
986
Personal CFO Solutions
New Jersey
-$232K -2,975 Closed
AWA
987
Arkadios Wealth Advisors
Georgia
-$232K -2,972 Closed
PRS
988
Pinkerton Retirement Specialists
Idaho
-$230K -2,941 Closed
ZIM
989
Zacks Investment Management
Illinois
-$230K -2,939 Closed
DPI
990
Diversified Portfolios Inc
Michigan
-$224K -2,862 Closed
SIC
991
Sigma Investment Counselors
Michigan
-$221K -2,830 Closed
LA
992
Latitude Advisors
Florida
-$220K -2,815 Closed
BFO
993
Boston Family Office
Massachusetts
-$215K -2,750 Closed
GT
994
Greenleaf Trust
Michigan
-$215K -2,749 Closed
CWM
995
Concentrum Wealth Management
California
-$213K -2,722 Closed
AAIS
996
ABN AMRO Investment Solutions
-$211K -2,695 Closed
SW
997
SVB Wealth
Massachusetts
-$207K -2,643 Closed
HAS
998
HBW Advisory Services
California
-$204K -2,616 Closed
WF
999
WoodTrust Financial
Wisconsin
-$202K -2,590 Closed
WP
1000
WMS Partners
Maryland
-$202K -2,582 Closed