392 hedge funds and large institutions have $7.4B invested in Toast in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 154 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.18%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
77
Increased
154
Reduced
96
Closed
45
Calls
$99M
Puts
$73.7M
Net Calls
+$25.4M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Clearstead Advisors
Ohio
$499K
AWS
252
AJ Wealth Strategies
New York
$482K +$165K +7,295 +52%
AWM
253
AE Wealth Management
Kansas
$475K -$24K -1,062 -5%
AWM
254
Apollon Wealth Management
South Carolina
$467K +$68 +3 +0%
TFA
255
Trinity Financial Advisors
Ohio
$460K -$33.3K -1,475 -7%
TM
256
Triatomic Management
California
$456K -$463K -20,510 -50%
KBC Group
257
KBC Group
Belgium
$454K -$145K -6,437 -24%
BCM
258
Brasada Capital Management
Texas
$451K +$451K +20,000 New
American Century Companies
259
American Century Companies
Missouri
$451K -$2.23K -99 -0.5%
XT
260
XTX Topco
Cayman Islands
$436K +$436K +19,333 New
URS
261
Utah Retirement Systems
Utah
$431K +$120K +5,300 +38%
Public Sector Pension Investment Board (PSP Investments)
262
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$429K +$90.3K +4,000 +27%
VPIM
263
Vanguard Personalized Indexing Management
California
$428K +$10.9K +482 +3%
Prudential Financial
264
Prudential Financial
New Jersey
$420K +$44.6K +1,975 +12%
N
265
Natixis
France
$414K +$414K +18,323 New
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$411K +$39.7K +1,758 +11%
ONGA
267
O'Neil Global Advisors
California
$405K +$405K +17,953 New
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$399K -$21.8K -967 -5%
PTC
269
Petrus Trust Company
Texas
$392K +$392K +17,348 New
CSPAM
270
Cary Street Partners Asset Management
Virginia
$388K
RJFSA
271
Raymond James Financial Services Advisors
Florida
$386K +$75.2K +3,334 +24%
QCM
272
Qsemble Capital Management
New York
$357K +$357K +15,800 New
VIM
273
Vinva Investment Management
Australia
$351K +$351K +15,332 New
MYLI
274
Meiji Yasuda Life Insurance
Japan
$348K +$348K +15,400 New
EP
275
Edgestream Partners
New Jersey
$347K +$347K +15,372 New