We are live on ! Find out more

364 hedge funds and large institutions have $5.44B invested in Toast in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 129 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

32% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 98

20% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $40.8M

6% more funds holding

Funds holding: 345364 (+19)

1% more capital invested

Capital invested by funds: $5.41B → $5.44B (+$28.6M)

4.05% less ownership

Funds ownership: 89.76%85.71% (-4.1%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
364
Holders Change
+19
Holders Change %
+5.51%
% of All Funds
5.8%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
70
Increased
129
Reduced
98
Closed
48
Calls
$48.9M
Puts
$40.8M
Net Calls
+$8.1M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
301
American International Group
New York
$67.3K -$2.19K -111 -3%
OAM
302
Ostrum Asset Management
France
$58.3K +$64.8K +3,285 New
O
303
Ossiam
France
$57K +$63.3K +3,209 New
EI
304
Ellevest Inc
New York
$48.1K -$4.2K -213 -7%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$47K +$25.4K +1,287 +95%
SWM
306
Spire Wealth Management
Virginia
$40.8K +$43.3K +2,196 +2,196%
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$31.1K +$828 +42 +2%
WT
308
Whittier Trust
California
$29.5K +$25.7K +1,303 +365%
SPIA
309
Steward Partners Investment Advisory
New York
$21.3K +$3.94K +200 +20%
GRP
310
Global Retirement Partners
California
$20.9K +$23.2K +1,178 +7,853%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$20K -$178 -9 -0.8%
CCA
312
Column Capital Advisors
Indiana
$17.8K
AT
313
Avalon Trust
New Mexico
$17.8K +$19.7K +1,000 New
VCM
314
Versant Capital Management
Arizona
$17.8K +$19.7K +1,000 New
TRCT
315
Tower Research Capital (TRC)
New York
$15K -$144K -7,310 -90%
S
316
SignatureFD
Georgia
$14.1K +$10.3K +521 +192%
MCM
317
Manchester Capital Management
Vermont
$13.1K +$3.51K +178 +32%
CAL
318
Capital Analysts LLC
Pennsylvania
$12K +$2.96K +150 +30%
EL
319
EMFO LLC
Florida
$11.3K
UB
320
UMB Bank
Missouri
$10.6K
AAM
321
Advisors Asset Management
Colorado
$9.64K +$5.78K +293 +117%
AA
322
Ancora Advisors
Ohio
$9.12K
C
323
Covestor
United Kingdom
$9K -$59 -3 -0.6%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$9K
GWM
325
Geneos Wealth Management
Colorado
$8.88K

TOST Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2023, worth a combined $5.44B — up 0.53% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TOST positions and 48 closed out — a net gain of 22 holders — while 129 added to existing stakes and 98 trimmed.

The largest buyer was Abdiel Capital Advisors, opening a new position worth an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $235M.

  • 364 institutional investors held Toast (TOST) as of Q1 2023, up from 345 in Q4 2022.
  • Funds reported $5.44B of Toast stock for Q1 2023, up 0.53% quarter-over-quarter.
  • 70 funds opened new Toast positions in Q1 2023 and 48 closed out, a net change of +22 holders.
  • The largest Toast buyer in Q1 2023 was Abdiel Capital Advisors, an estimated $217M added.
  • The largest Toast seller in Q1 2023 was T. Rowe Price Associates, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2023.