471 hedge funds and large institutions have $9.05B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 167 increasing their positions, 140 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+32
Holders Change %
+7.29%
% 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
105
Increased
167
Reduced
140
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
351
LSP Investment Advisors
New York
$229K +$229K +9,207 New
WC
352
Wynn Capital
Georgia
$229K +$229K +9,180 New
BP
353
BBR Partners
New York
$226K +$226K +9,054 New
SMH
354
Sanders Morris Harris
Texas
$224K +$224K +9,000 New
IA
355
IFP Advisors
Florida
$223K -$10.9K -437 -5%
Teacher Retirement System of Texas
356
Teacher Retirement System of Texas
Texas
$216K -$160K -6,393 -43%
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$214K +$214K +8,576 New
Capstone Investment Advisors
358
Capstone Investment Advisors
New York
$212K +$212K +8,515 New
MIA
359
MeadowBrook Investment Advisors
Michigan
$205K -$11.5K -460 -5%
Baird Financial Group
360
Baird Financial Group
Wisconsin
$204K +$204K +8,200 New
SMA
361
Seven Mile Advisory
New Jersey
$201K +$201K +8,056 New
HPC
362
HM Payson & Co
Maine
$201K -$4.98K -200 -2%
DPAM
363
Degroof Petercam Asset Management
Belgium
$199K
BBHC
364
Brown Brothers Harriman & Co
New York
$192K
DAM
365
Delta Asset Management
Tennessee
$192K
BCV
366
Banque Cantonale Vaudoise
Switzerland
$189K -$84.2K -3,387 -31%
DJSG
367
D.J. St. Germain
Massachusetts
$187K +$62.3K +2,500 +50%
TC
368
Truvestments Capital
Florida
$180K -$195K -7,827 -52%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$179K +$119K +4,785 +200%
SWM
370
Spire Wealth Management
Virginia
$177K +$137K +5,478 +339%
GWSG
371
GPS Wealth Strategies Group
Colorado
$176K +$51.4K +2,061 +41%
RFM
372
Royal Fund Management
Florida
$172K -$379K -15,200 -69%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$155K +$19.5K +784 +14%
Comerica Bank
374
Comerica Bank
Texas
$154K +$15.1K +607 +11%
AIG
375
American International Group
New York
$152K +$3.04K +122 +2%