TOST icon

Toast
TOST

Overview Fund Activity

361 hedge funds and large institutions have $5.44B invested in Toast in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 128 increasing their positions, 98 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+18
Holders Change %
+5.25%
% of All Funds
5.78%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
69
Increased
128
Reduced
98
Closed
48
Calls
$48.9M
Puts
$40.8M
Net Calls
+$8.1M
Net Calls Change
-$3.08M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$195M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$513M
3
Capital International Investors
3
Capital International Investors
California
$296M
4
Citadel Advisors
4
Citadel Advisors
Florida
$128M
5
EAM
5
Eagle Asset Management
Florida
$56.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$264M
2
GIM
2
Generation Investment Management
United Kingdom
$275M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$81.8M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
326
Toth Financial Advisory
Virginia
$5.93K – – –
HNB
327
Huntington National Bank
Ohio
$5.75K +$249 +14 +5%
DGAM
328
Desjardins Global Asset Management
Quebec, Canada
$5K +$5K +283 New
FFA
329
Farther Finance Advisors
California
$4.86K +$4.86K +274 New
PTC
330
Private Trust Company
Ohio
$4.44K – – –
FHA
331
First Horizon Advisors
Tennessee
$4.3K +$4.3K +242 New
AWM
332
Avior Wealth Management
Nebraska
$4.15K +$3.53K +199 +569%
BWP
333
Baldwin Wealth Partners
Massachusetts
$3.55K – – –
BCM
334
Blume Capital Management
California
$3.55K – – –
BAM
335
Belpointe Asset Management
Nevada
$3.55K +$3.55K +200 New
CP
336
Castleview Partners
Texas
$3.55K +$3.55K +200 New
BIA
337
Bell Investment Advisors
California
$3.18K – – –
PA
338
Parallel Advisors
California
$3.11K -$5.77K -325 -65%
PO
339
Private Ocean
California
$1.78K – – –
GEA
340
Glen Eagle Advisors
New Jersey
$1.78K +$1.78K +100 New
LF
341
Lee Financial
Texas
$1.65K – – –
AF
342
Allworth Financial
California
$1.49K -$14.2K -802 -91%
NA
343
NewEdge Advisors
Louisiana
$1.35K – – –
QCG
344
Quadrant Capital Group
Ohio
$1.05K – – –
LC
345
Lindbrook Capital
California
$905 -$1.93K -109 -68%
AA
346
Addison Advisors
Vermont
$888 – – –
Commonwealth Equity Services
347
Commonwealth Equity Services
Massachusetts
$844 +$381 +21,460 +82%
FCA
348
FinTrust Capital Advisors
South Carolina
$686 – – –
HH
349
HWG Holdings
Texas
$444 – – –
LFG
350
Larson Financial Group
Missouri
$391 – – –
12 13
14
15 16