471 hedge funds and large institutions have $9.05B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 167 increasing their positions, 140 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+32
Holders Change %
+7.29%
% of All Funds
6.83%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
105
Increased
167
Reduced
140
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
301
Raymond James Trust
Florida
$386K +$386K +15,500 New
APG Asset Management
302
APG Asset Management
Netherlands
$386K +$79.3K +3,438 +26%
CSPAM
303
Cary Street Partners Asset Management
Virginia
$385K
CSPIA
304
Cary Street Partners Investment Advisory
Virginia
$385K
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$380K +$12.6K +506 +3%
WG
306
Winton Group
United Kingdom
$378K +$378K +15,175 New
MF
307
Montis Financial
Massachusetts
$375K -$9.27K -372 -2%
IMC Chicago
308
IMC Chicago
Illinois
$374K +$374K +15,027 New
GA
309
GFS Advisors
Texas
$374K +$374K +15,000 New
WWA
310
WCG Wealth Advisors
Nevada
$373K -$293K -11,750 -44%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$372K +$63.5K +2,548 +21%
PP
312
PDT Partners
New York
$370K -$1.52M -60,841 -80%
RAG
313
RIA Advisory Group
Iowa
$368K +$368K +14,770 New
IEFM
314
IQ EQ Fund Management
Ireland
$363K -$24.3K -975 -6%
FCM
315
Frontier Capital Management
Massachusetts
$360K +$35.8K +1,437 +11%
AFC
316
AFT Forsyth & Company
Florida
$356K +$356K +14,300 New
AAS
317
Avantax Advisory Services
Texas
$355K +$355K +14,249 New
CWM
318
CIBC World Markets
New York
$347K +$347K +13,929 New
ASN
319
Advisory Services Network
Georgia
$344K +$219K +8,769 +174%
FA
320
FDx Advisors
Illinois
$338K -$8.31K -333 -2%
IWA
321
Icon Wealth Advisors
Texas
$338K -$13.7K -551 -4%
Macquarie Group
322
Macquarie Group
Australia
$332K +$178K +7,137 +115%
BCM
323
Brasada Capital Management
Texas
$324K +$324K +13,000 New
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$314K -$34.5K -1,385 -10%
PA
325
Pinnacle Associates
New York
$310K -$82.2K -3,300 -21%