512 hedge funds and large institutions have $11.4B invested in Toast in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 184 increasing their positions, 165 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+10
Holders Change %
+1.99%
% of All Funds
7.41%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
73
Increased
184
Reduced
165
Closed
58
Calls
$296M
Puts
$183M
Net Calls
+$113M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
276
Brown Advisory
Maryland
$666K +$56.3K +1,988 +9%
SPIA
277
Steward Partners Investment Advisory
New York
$659K -$6.63K -234 -1%
TCM
278
Teza Capital Management
Illinois
$630K +$91.2K +3,223 +17%
IWM
279
IHT Wealth Management
Illinois
$628K +$16.5K +583 +3%
DADC
280
D.A. Davidson & Co
Montana
$626K +$11.6K +409 +2%
EI
281
Ellevest Inc
New York
$619K +$1.67K +59 +0.3%
IIM
282
INTECH Investment Management
Florida
$608K
Allianz Asset Management
283
Allianz Asset Management
Germany
$605K +$198K +7,007 +49%
CWM
284
CIBC World Markets
New York
$598K +$64.2K +2,267 +12%
BMO
285
Beck Mack & Oliver
New York
$593K +$1.19K +42 +0.2%
YC
286
Yarbrough Capital
Tennessee
$588K
RC
287
Roundview Capital
New Jersey
$573K +$573K +20,241 New
BCM
288
Bayesian Capital Management
New York
$543K -$408K -14,415 -43%
Vontobel Holding
289
Vontobel Holding
Switzerland
$543K -$34K -1,200 -6%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$539K -$245K -8,666 -31%
Envestnet Portfolio Solutions
291
Envestnet Portfolio Solutions
Illinois
$530K +$9.57K +338 +2%
ICM
292
Intrepid Capital Management
Florida
$497K
AG
293
Ascent Group
Virginia
$497K +$131K +4,625 +36%
SA
294
Sanctuary Advisors
Indiana
$494K +$494K +11,551 New
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$493K +$493K +17,400 New
IMC Chicago
296
IMC Chicago
Illinois
$487K -$108K -3,822 -18%
CCA
297
Cravens & Co Advisors
Tennessee
$484K -$48.4K -1,709 -9%
GAM
298
Gotham Asset Management
New York
$471K -$591K -20,889 -56%
SA
299
SpiderRock Advisors
Delaware
$454K -$580K -20,505 -56%
Corient Private Wealth
300
Corient Private Wealth
Florida
$445K +$117K +4,116 +35%