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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
HI
326
Harbour Investments
Wisconsin
$8.88K +$4.93K +250 +100%
NL
327
NVWM LLC
Pennsylvania
$8.88K +$9.86K +500 New
Loomis, Sayles & Company
328
Loomis, Sayles & Company
Massachusetts
$8K +$5.42K +275 +180%
TFA
329
Toth Financial Advisory
Virginia
$5.93K
HNB
330
Huntington National Bank
Ohio
$5.75K +$276 +14 +5%
DGAM
331
Desjardins Global Asset Management
Quebec, Canada
$5K +$5.58K +283 New
FFA
332
Farther Finance Advisors
California
$4.86K +$5.4K +274 New
PTC
333
Private Trust Company
Ohio
$4.44K
FHA
334
First Horizon Advisors
Tennessee
$4.29K +$4.77K +242 New
AWM
335
Avior Wealth Management
Nebraska
$4.15K +$3.92K +199 +569%
BWP
336
Baldwin Wealth Partners
Massachusetts
$3.55K
BCM
337
Blume Capital Management
California
$3.55K
BAM
338
Belpointe Asset Management
Nevada
$3.55K +$3.94K +200 New
CP
339
Castleview Partners
Texas
$3.55K +$3.94K +200 New
BIA
340
Bell Investment Advisors
California
$3.18K
PA
341
Parallel Advisors
California
$3.11K -$6.41K -325 -65%
PO
342
Private Ocean
California
$1.77K
GEA
343
Glen Eagle Advisors
New Jersey
$1.77K +$1.97K +100 New
LF
344
Lee Financial
Texas
$1.65K
AF
345
Allworth Financial
California
$1.49K -$15.8K -802 -91%
NA
346
NewEdge Advisors
Louisiana
$1.35K
QCG
347
Quadrant Capital Group
Ohio
$1.05K
LC
348
Lindbrook Capital
California
$905 -$2.15K -109 -68%
AA
349
Addison Advisors
Vermont
$888
Commonwealth Equity Services
350
Commonwealth Equity Services
Massachusetts
$844 +$423K +21,460 +82%

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.