413 hedge funds and large institutions have $6.5B invested in Toast in 2023 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 174 increasing their positions, 97 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
91
Increased
174
Reduced
97
Closed
65
Calls
$91.6M
Puts
$112M
Net Calls
-$20.7M
Net Calls Change
-$46.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
301
Caprock Group
Idaho
$229K +$26.5K +1,413 +13%
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
$228K -$4.14M -220,808 -95%
MML Investors Services
303
MML Investors Services
Massachusetts
$223K +$223K +11,900 New
AAM
304
AR Asset Management
California
$221K
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$220K +$220K +11,750 New
Prudential Financial
306
Prudential Financial
New Jersey
$217K -$132K -7,065 -38%
GKWIM
307
Gerber Kawasaki Wealth & Investment Management
California
$216K +$47.2K +2,520 +28%
DADC
308
D.A. Davidson & Co
Montana
$209K +$209K +11,133 New
Janus Henderson Group
309
Janus Henderson Group
United Kingdom
$207K +$5.53K +295 +3%
IIM
310
INTECH Investment Management
Florida
$202K +$202K +10,805 New
MCM
311
Manchester Capital Management
Vermont
$201K +$187K +10,005 +1,339%
SW
312
SVB Wealth
Massachusetts
$201K +$2.7K +144 +1%
ECG
313
EPIQ Capital Group
California
$201K
AR
314
Advisory Research
Illinois
$195K -$736K -39,309 -79%
M&T Bank
315
M&T Bank
New York
$195K +$195K +10,388 New
MFA
316
Mayflower Financial Advisors
Massachusetts
$192K -$2.36K -126 -1%
GI
317
GAMCO Investors
Connecticut
$187K +$187K +10,000 New
IWP
318
Icon Wealth Partners
Texas
$186K +$186K +9,904 New
IA
319
IFP Advisors
Florida
$181K +$7.49K +400 +4%
Walleye Trading
320
Walleye Trading
New York
$170K +$170K +9,074 New
BBHC
321
Brown Brothers Harriman & Co
New York
$144K
DAM
322
Delta Asset Management
Tennessee
$144K
National Bank of Canada
323
National Bank of Canada
Quebec, Canada
$142K -$949K -54,628 -87%
SCV
324
Sands Capital Ventures
Virginia
$133K +$15.6K +834 +13%
Macquarie Group
325
Macquarie Group
Australia
$116K -$2.94M -156,875 -96%