439 hedge funds and large institutions have $6.4B invested in Toast in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 158 increasing their positions, 124 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+26
Holders Change %
+6.3%
% of All Funds
6.44%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
102
Increased
158
Reduced
124
Closed
71
Calls
$144M
Puts
$122M
Net Calls
+$22.4M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
376
Park Place Capital
Alabama
$18.2K -$2.45K -134 -12%
NA
377
NewEdge Advisors
Louisiana
$17.2K -$95.5K -5,232 -85%
CJ
378
Caitlin John
Michigan
$13.7K +$13.7K +750 New
GI
379
GAMMA Investing
California
$13.5K +$13.5K +759 New
GRP
380
Global Retirement Partners
California
$12.5K -$9.13K -528 -42%
FBIL
381
First Beijing Investment Ltd
Hong Kong
$11.7K +$11.7K +642 New
EL
382
EMFO LLC
Florida
$11.7K
CAL
383
Capital Analysts LLC
Pennsylvania
$11K
GWM
384
Geneos Wealth Management
Colorado
$11K +$1.83K +100 +20%
MCM
385
Manchester Capital Management
Vermont
$10.4K -$186K -10,183 -95%
CI Investments Inc
386
CI Investments Inc
Ontario, Canada
$10K +$730 +39 +8%
PA
387
Parallel Advisors
California
$9.9K -$986 -54 -9%
FHA
388
First Horizon Advisors
Tennessee
$9.86K +$3.67K +201 +59%
AA
389
Ancora Advisors
Ohio
$9.39K
HI
390
Harbour Investments
Wisconsin
$9.13K
RIL
391
Rothschild Investment LLC
Illinois
$9.13K +$9.13K +500 New
C
392
Covestor
United Kingdom
$9K +$229 +13 +3%
SI
393
Stephens Inc
Arkansas
$8.97K -$943K -51,668 -99%
EWA
394
EverSource Wealth Advisors
Alabama
$7.87K +$4.68K +256 +146%
BWM
395
BKM Wealth Management
Wisconsin
$7.3K +$7.3K +400 New
CFGS
396
Concourse Financial Group Securities
Alabama
$7.23K -$2.15K -118 -23%
VWM
397
Venturi Wealth Management
Texas
$7.03K
PO
398
Private Ocean
California
$6.39K +$6.39K +350 New
GWMIA
399
Global Wealth Management Investment Advisory
Florida
$6.39K +$6.39K +350 New
AWM
400
Avior Wealth Management
Nebraska
$5.64K