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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
HFM
351
Harvest Fund Management
China
$240K +$200K +9,648 New
PP
352
Prudential plc
United Kingdom
$237K -$102K -4,917 -34%
SP
353
Systematic Portfolios
New York
$230K -$282K -13,639 -60%
LIA
354
LSP Investment Advisors
New York
$229K +$191K +9,207 New
WC
355
Wynn Capital
Georgia
$229K +$190K +9,180 New
BP
356
BBR Partners
New York
$226K +$187K +9,054 New
SMH
357
Sanders Morris Harris
Texas
$224K +$186K +9,000 New
IA
358
IFP Advisors
Florida
$223K -$9.05K -437 -5%
Teacher Retirement System of Texas
359
Teacher Retirement System of Texas
Texas
$216K -$132K -6,393 -43%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$214K +$178K +8,576 New
Capstone Investment Advisors
361
Capstone Investment Advisors
New York
$212K +$176K +8,515 New
MIA
362
MeadowBrook Investment Advisors
Michigan
$205K -$9.52K -460 -5%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$204K +$170K +8,200 New
SMA
364
Seven Mile Advisory
New Jersey
$201K +$167K +8,056 New
HPC
365
HM Payson & Co
Maine
$201K -$4.14K -200 -2%
DPAM
366
Degroof Petercam Asset Management
Belgium
$199K
BBHC
367
Brown Brothers Harriman & Co
New York
$192K
DAM
368
Delta Asset Management
Tennessee
$192K
BCV
369
Banque Cantonale Vaudoise
Switzerland
$189K -$70.1K -3,387 -31%
DJSG
370
D.J. St. Germain
Massachusetts
$187K +$51.8K +2,500 +50%
TC
371
Truvestments Capital
Florida
$180K -$162K -7,827 -52%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$179K +$99.1K +4,785 +200%
SWM
373
Spire Wealth Management
Virginia
$177K +$113K +5,478 +339%
GWSG
374
GPS Wealth Strategies Group
Colorado
$176K +$42.7K +2,061 +41%
RFM
375
Royal Fund Management
Florida
$172K -$315K -15,200 -69%

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.