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Trade Desk

1,048 hedge funds and large institutions have $37.7B invested in Trade Desk in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 394 increasing their positions, 366 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+37
Holders Change %
+3.66%
% of All Funds
15.16%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
132
Increased
394
Reduced
366
Closed
81
Calls
$952M
Puts
$1.02B
Net Calls
-$72.1M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Shares
Change %
UIM
201
USS Investment Management
United Kingdom
$9.05M -$650K -5,929 -7%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$8.91M +$1.03M +9,435 +13%
AC
203
AWM Capital
Arizona
$8.85M
Aberdeen Group
204
Aberdeen Group
United Kingdom
$8.73M +$3.18M +28,967 +57%
CI
205
Carroll Investors
South Carolina
$8.68M +$1.01M +9,187 +13%
LWM
206
Lyell Wealth Management
California
$8.68M -$1.1M -10,000 -11%
X
207
Xponance
Pennsylvania
$8.54M -$139K -1,267 -2%
IAN
208
Integrated Advisors Network
Texas
$8.52M -$18.8K -171 -0.2%
Allianz Asset Management
209
Allianz Asset Management
Germany
$8.46M +$511K +4,660 +6%
CAG
210
Crestwood Advisors Group
Massachusetts
$8.46M -$306K -2,787 -3%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$8.44M -$1.81M -16,521 -18%
MWVC
212
Morgens Waterfall Vintiadis & Co
New York
$8.22M
DnB Asset Management
213
DnB Asset Management
Norway
$8.18M +$448K +4,090 +6%
BCIM
214
British Columbia Investment Management
British Columbia, Canada
$8.15M -$1.19M -10,897 -13%
CPP
215
Capasso Planning Partners
South Carolina
$8.08M -$548 -5 -0%
Cerity Partners
216
Cerity Partners
New York
$8.07M +$3.67M +33,505 +84%
AssetMark Inc
217
AssetMark Inc
California
$8.07M +$7.75M +70,687 +2,461%
URS
218
Utah Retirement Systems
Utah
$8.02M +$32.9K +300 +0.4%
PI
219
PineBridge Investments
New York
$7.75M +$447K +4,078 +6%
Comerica Bank
220
Comerica Bank
Texas
$7.72M +$911K +8,310 +13%
CWM
221
CMH Wealth Management
New Hampshire
$7.7M -$377K -3,437 -5%
CAM
222
Cresset Asset Management
Illinois
$7.7M +$4.37M +39,837 +131%
TAF
223
Tredje AP-fonden
Sweden
$7.69M
GAM
224
Griffin Asset Management
New York
$7.46M -$282K -2,575 -4%
BZWA
225
Blue Zone Wealth Advisors
California
$7.41M +$273K +2,488 +4%