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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
GWS
1026
Glassman Wealth Services
Virginia
-$16.6K -230 Closed
IUHSA
1027
Itau Unibanco Holding S.A.
Brazil
-$16.3K -226 Closed
LA
1028
LM Advisors
California
-$15.4K -214 Closed
AP
1029
Advisors Preferred
Maryland
-$7.06K -100 Closed
MSWM
1030
McGlone Suttner Wealth Management
Wisconsin
-$7.2K -100 Closed
DCBT
1031
Dakota Community Bank & Trust
North Dakota
-$4.96K -69 Closed
QL
1032
Quarry LP
New York
-$4.82K -67 Closed
UFF
1033
USA Financial Formulas
Michigan
-$4.25K -59 Closed
VAMG
1034
Voisard Asset Management Group
Michigan
-$4.17K -58 Closed
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
-$4K -57 Closed
RAM
1036
Riggs Asset Management
Pennsylvania
-$4.1K -57 Closed
ODG
1037
O'Dell Group
Ohio
-$3.6K -50 Closed
SWM
1038
Sanctuary Wealth Management
Idaho
-$3.45K -48 Closed
LIWM
1039
Long Island Wealth Management
New York
-$3K -40 Closed
SSG
1040
Summit Securities Group
New York
-$3K -36 Closed
CIA
1041
Cape Investment Advisory
Georgia
-$2.45K -34 Closed
AWM
1042
Able Wealth Management
New Jersey
-$2.3K -32 Closed
CWM
1043
CarsonAllaria Wealth Management
Illinois
-$2.23K -31 Closed
CCC
1044
Chelsea Counsel Company
California
-$2.09K -29 Closed
TCWA
1045
Turtle Creek Wealth Advisors
Texas
-$2.02K -28 Closed
M
1046
MOTCO
Texas
-$1.66K -23 Closed
TFGT
1047
TS Financial Group (TSFG)
Illinois
-$1K -12 Closed
BC
1048
Barrett & Company
Rhode Island
-$504 -7 Closed
BGAI
1049
Bruce G. Allen Investments
Colorado
-$504 -7 Closed
TWP
1050
TFO Wealth Partners
Ohio
-$288 -4 Closed