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 %
RFG
401
RFP Financial Group
Georgia
$5.48K
CMP
402
Coston McIsaac & Partners
Maine
$5K
NS
403
NBC Securities
Alabama
$5K +$3.33K +200 +200%
NL
404
NVWM LLC
Pennsylvania
$4.47K +$4.47K +245 New
CP
405
Castleview Partners
Texas
$3.65K -$35.4K -1,936 -91%
BWP
406
Baldwin Wealth Partners
Massachusetts
$3.65K
BCM
407
Blume Capital Management
California
$3.65K
PIM
408
Plato Investment Management
Australia
$3.12K +$3.12K +171 New
AWM
409
Atticus Wealth Management
Florida
$3.01K +$1.19K +65 +65%
MIM
410
Macroview Investment Management
Maryland
$2.67K -$7.03K -385 -73%
AF
411
Allworth Financial
California
$2.39K +$1.41K +77 +143%
FP
412
Financial Perspectives
Minnesota
$2.28K
CG
413
Cutler Group
California
$2K -$250K -15,153 -99%
FFA
414
Farther Finance Advisors
California
$1.9K +$1.61K +88 +550%
WIM
415
Westside Investment Management
California
$1.83K
GEA
416
Glen Eagle Advisors
New Jersey
$1.83K
AssetMark Inc
417
AssetMark Inc
California
$1.83K +$1.83K +100 New
WCM
418
Winthrop Capital Management
Indiana
$1.83K +$1.83K +100 New
BIA
419
Bell Investment Advisors
California
$1.75K -$1.68K -92 -49%
AWM
420
Able Wealth Management
New Jersey
$1.52K +$1.52K +83 New
SAM
421
Smartleaf Asset Management
Massachusetts
$1.48K +$1.48K +78 New
NFA
422
Northwest Financial Advisors
Virginia
$1.26K +$1.26K +69 New
VNA
423
Valley National Advisers
Pennsylvania
$1K +$600 +45 +150%
BTI
424
Blue Trust Inc
Georgia
$1K +$1K +48 New
BFEC
425
Benjamin F. Edwards & Company
Missouri
$1K +$1K +60 New