392 hedge funds and large institutions have $7.4B invested in Toast in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 154 increasing their positions, 96 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.18%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
77
Increased
154
Reduced
96
Closed
45
Calls
$99M
Puts
$73.7M
Net Calls
+$25.4M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
351
Ancora Advisors
Ohio
$11.6K
HI
352
Harbour Investments
Wisconsin
$11.3K
NL
353
NVWM LLC
Pennsylvania
$11.3K
GWM
354
Geneos Wealth Management
Colorado
$11.3K
C
355
Covestor
United Kingdom
$11K
BFEC
356
Benjamin F. Edwards & Company
Missouri
$11K
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$10K +$9.64K +433 +2,706%
HNB
358
Huntington National Bank
Ohio
$7.86K +$542 +24 +7%
TFA
359
Toth Financial Advisory
Virginia
$7.54K
SWM
360
Spire Wealth Management
Virginia
$7.13K -$44.7K -1,980 -86%
RFG
361
RFP Financial Group
Georgia
$6.77K +$6.77K +300 New
FHA
362
First Horizon Advisors
Tennessee
$5.46K
AWM
363
Avior Wealth Management
Nebraska
$5.28K
BCM
364
Blume Capital Management
California
$4.51K
BWP
365
Baldwin Wealth Partners
Massachusetts
$4.51K
CP
366
Castleview Partners
Texas
$4.51K
HIA
367
Harbor Investment Advisory
Maryland
$4.51K +$4.51K +200 New
Loomis, Sayles & Company
368
Loomis, Sayles & Company
Massachusetts
$4K -$4.78K -233 -54%
NA
369
NewEdge Advisors
Louisiana
$3.86K +$2.14K +95 +125%
BIA
370
Bell Investment Advisors
California
$3.7K -$339 -15 -8%
GEA
371
Glen Eagle Advisors
New Jersey
$2.26K
IPW
372
Impact Partnership Wealth
Georgia
$2.26K +$2.26K +100 New
LF
373
Lee Financial
Texas
$2.1K
QCG
374
Quadrant Capital Group
Ohio
$1.72K +$384 +17 +29%
FP
375
Financial Perspectives
Minnesota
$1.69K +$1.69K +75 New