625 hedge funds and large institutions have $15.2B invested in Toast in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 208 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+113
Holders Change %
+22.07%
% of All Funds
8.32%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
174
Increased
208
Reduced
174
Closed
52
Calls
$475M
Puts
$384M
Net Calls
+$90.4M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
301
Private Advisor Group
New Jersey
$1.06M +$32.4K +888 +3%
KIA
302
Knollwood Investment Advisory
Maryland
$1.06M
Truist Financial
303
Truist Financial
North Carolina
$1.05M +$124K +3,397 +13%
HCA
304
Harbor Capital Advisors
Illinois
$1.03M -$2.73M -74,840 -73%
MIM
305
MetLife Investment Management
New Jersey
$1.02M -$1.35K -37 -0.1%
JFG
306
Jefferies Financial Group
New York
$1.01M -$4.48K -123 -0.4%
CPIG
307
Chicago Partners Investment Group
Illinois
$1.01M -$74.8K -2,009 -7%
VFA
308
Values First Advisors
Tennessee
$1.01M -$212K -5,806 -17%
EP
309
Edgestream Partners
New Jersey
$1M -$2.02M -55,462 -67%
Walleye Capital
310
Walleye Capital
New York
$998K +$808K +22,176 +426%
FPW
311
Fairvoy Private Wealth
Alabama
$963K +$963K +26,411 New
LA
312
Legacy Advisors
Pennsylvania
$943K -$24.1K -660 -2%
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
$941K +$941K +25,517 New
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$924K
RBC
315
Romano Brothers & Co
Illinois
$911K -$361K -9,900 -28%
VPIM
316
Vanguard Personalized Indexing Management
California
$898K -$1.53M -42,029 -63%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$892K -$1.5M -41,134 -63%
URS
318
Utah Retirement Systems
Utah
$889K +$21.9K +600 +3%
SPIA
319
Steward Partners Investment Advisory
New York
$856K +$7.69K +211 +0.9%
TWM
320
Trevian Wealth Management
Massachusetts
$848K -$951K -26,100 -53%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$840K +$378K +10,380 +82%
Wealth Enhancement Advisory Services
322
Wealth Enhancement Advisory Services
Minnesota
$829K +$135K +3,713 +20%
IWM
323
IHT Wealth Management
Illinois
$787K -$21.3K -583 -3%
CF
324
Centaurus Financial
California
$782K -$88.9K -2,440 -10%
FF
325
Friedenthal Financial
New Jersey
$780K +$780K +21,412 New