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474 hedge funds and large institutions have $9.06B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 66

45% more call options, than puts

Call options by funds: $228M | Put options by funds: $158M

41% more capital invested

Capital invested by funds: $6.41B → $9.06B (+$2.65B)

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

7% more funds holding

Funds holding: 442474 (+32)

0.55% less ownership

Funds ownership: 83.82%83.27% (-0.55%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
474
Holders Change
+32
Holders Change %
+7.24%
% 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
106
Increased
167
Reduced
142
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$314K -$28.7K -1,385 -10%
PA
327
Pinnacle Associates
New York
$310K -$68.3K -3,300 -21%
TFA
328
Toth Financial Advisory
Virginia
$305K +$253K +12,230 New
CC
329
Cipher Capital
New York
$301K +$250K +12,080 New
PTC
330
Petrus Trust Company
Texas
$300K +$249K +12,031 New
SIC
331
Salem Investment Counselors
North Carolina
$299K +$248K +12,000 New
Corient Private Wealth
332
Corient Private Wealth
Florida
$297K +$247K +11,914 New
AAM
333
AR Asset Management
California
$294K
XT
334
XTX Topco
Cayman Islands
$275K +$228K +11,026 New
SCA
335
STALEY CAPITAL ADVISERS
Pennsylvania
$274K -$41.3K -1,995 -15%
MMA
336
Miracle Mile Advisors
California
$274K +$228K +11,000 New
Janus Henderson Group
337
Janus Henderson Group
United Kingdom
$268K +$1.57K +76 +0.7%
TFA
338
Trinity Financial Advisors
Ohio
$264K -$214K -10,320 -49%
HI
339
Handelsinvest Investeringsforvaltning
Denmark
$255K -$110K -5,314 -34%
LSA
340
Leonteq Securities AG
Switzerland
$252K -$175K -8,443 -45%
CH
341
Canton Hathaway
Rhode Island
$252K +$139K +6,697 +196%
GI
342
GAMCO Investors
Connecticut
$249K -$31.1K -1,500 -13%
EC
343
EJF Capital
Virginia
$249K +$207K +10,000 New
TCM
344
Triumph Capital Management
Colorado
$247K -$134K -6,490 -39%
MFA
345
Mayflower Financial Advisors
Massachusetts
$247K -$6.46K -312 -3%
CIG
346
Cascade Investment Group
Colorado
$246K +$204K +9,877 New
CCMG
347
Clark Capital Management Group
Pennsylvania
$244K +$203K +9,800 New
OR
348
Olympiad Research
Connecticut
$244K +$202K +9,777 New
TI
349
Tidal Investments
Wisconsin
$244K +$202K +9,773 New
AWM
350
Aries Wealth Management
Maine
$241K +$200K +9,660 New

TOST Hedge Fund Activity: Q1 2024 in Review

474 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2024, worth a combined $9.06B — up 41% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new TOST positions and 66 closed out — a net gain of 40 holders — while 167 added to existing stakes and 142 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $149M. The largest seller was Blue Owl Capital Holdings, cutting an estimated $115M.

  • 474 institutional investors held Toast (TOST) as of Q1 2024, up from 442 in Q4 2023.
  • Funds reported $9.06B of Toast stock for Q1 2024, up 41% quarter-over-quarter.
  • 106 funds opened new Toast positions in Q1 2024 and 66 closed out, a net change of +40 holders.
  • The largest Toast buyer in Q1 2024 was Whale Rock Capital Management, an estimated $149M added.
  • The largest Toast seller in Q1 2024 was Blue Owl Capital Holdings, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.