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 %
HI
376
Harbour Investments
Wisconsin
$9.37K
C
377
Covestor
United Kingdom
$9K -$108 -6 -1%
CI Investments Inc
378
CI Investments Inc
Ontario, Canada
$9K +$836 +46 +10%
VWM
379
Venturi Wealth Management
Texas
$7.21K +$7.21K +385 New
EP
380
Elkhorn Partners
Nebraska
$7K +$7K +400 New
FHA
381
First Horizon Advisors
Tennessee
$6.35K +$1.82K +97 +40%
TFA
382
Toth Financial Advisory
Virginia
$6.26K
AWM
383
Avior Wealth Management
Nebraska
$5.79K +$1.41K +75 +32%
RFG
384
RFP Financial Group
Georgia
$5.62K
CMP
385
Coston McIsaac & Partners
Maine
$5K +$5K +300 New
BCM
386
Blume Capital Management
California
$3.75K
BWP
387
Baldwin Wealth Partners
Massachusetts
$3.75K
HPC
388
HM Payson & Co
Maine
$3.75K +$3.75K +200 New
BIA
389
Bell Investment Advisors
California
$3.52K +$450 +24 +15%
EWA
390
EverSource Wealth Advisors
Alabama
$3.28K +$2.75K +147 +525%
FP
391
Financial Perspectives
Minnesota
$2.34K +$936 +50 +67%
QCG
392
Quadrant Capital Group
Ohio
$1.89K +$468 +25 +33%
HIA
393
Harbor Investment Advisory
Maryland
$1.87K -$1.87K -100 -50%
GEA
394
Glen Eagle Advisors
New Jersey
$1.87K
AWM
395
Atticus Wealth Management
Florida
$1.87K +$1.87K +100 New
WIM
396
Westside Investment Management
California
$1.87K +$1.87K +100 New
LF
397
Lee Financial
Texas
$1.74K
LC
398
Lindbrook Capital
California
$1.29K +$337 +18 +35%
AF
399
Allworth Financial
California
$1.01K +$506 +27 +100%
VNA
400
Valley National Advisers
Pennsylvania
$1K +$1K +30 New