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
6.59%
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 %
NA
326
NewEdge Advisors
Louisiana
$116K +$112K +6,001 +3,509%
AIG
327
American International Group
New York
$115K -$8.04K -429 -7%
VI
328
Vestcor Inc
New Brunswick, Canada
$109K
FWM
329
Focused Wealth Management
New York
$103K
PFBT
330
Parkside Financial Bank & Trust
Missouri
$93.1K +$92.9K +4,959 +45,082%
ICM
331
Intrepid Capital Management
Florida
$85.6K +$37 +2 +0%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$76K +$76K +4,065 New
BWL
333
Bogart Wealth LLC
Virginia
$75.7K +$7.49K +400 +11%
Comerica Bank
334
Comerica Bank
Texas
$66.6K +$66.6K +3,554 New
OCM
335
Orion Capital Management
California
$66.5K +$66.5K +3,550 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$66K -$938 -50 -1%
CH
337
Canton Hathaway
Rhode Island
$64K +$64K +3,411 New
OAM
338
Ostrum Asset Management
France
$61.2K -$412 -22 -0.7%
SPIA
339
Steward Partners Investment Advisory
New York
$60.1K +$37.6K +2,008 +167%
DGAM
340
Desjardins Global Asset Management
Quebec, Canada
$53.1K +$42.5K +2,270 +401%
AAM
341
Advisors Asset Management
Colorado
$45.3K +$18.5K +988 +69%
NFSG
342
Newbridge Financial Services Group
Florida
$45K +$45K +2,400 New
PNC Financial Services Group
343
PNC Financial Services Group
Pennsylvania
$41.3K +$4.5K +240 +12%
CP
344
Castleview Partners
Texas
$40K +$36.3K +1,936 +968%
YAL
345
Your Advocates Ltd
Texas
$37.5K +$37.5K +2,000 New
AGWCA
346
Annis Gardner Whiting Capital Advisors
Florida
$37.5K +$37.5K +2,000 New
SWM
347
Spire Wealth Management
Virginia
$34.4K +$28.5K +1,522 +482%
LFG
348
Larson Financial Group
Missouri
$34.1K +$33.7K +1,800 +8,182%
AAP
349
Arax Advisory Partners
Colorado
$33.3K +$33.3K +1,777 New
UM
350
UniSuper Management
Australia
$31.8K