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 %
RA
426
Rise Advisors
New York
$913
AA
427
Addison Advisors
Vermont
$913
LC
428
Lindbrook Capital
California
$676 -$585 -32 -46%
JWA
429
JFS Wealth Advisors
Pennsylvania
$676 -$274 -15 -29%
VL
430
Vima LLC
Michigan
$639 +$639 +35 New
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$603 +$603 +33 New
AAP
432
Arax Advisory Partners
Colorado
$366 -$32.2K -1,757 -99%
QCG
433
Quadrant Capital Group
Ohio
$293 -$1.56K -85 -84%
FFL
434
Financial Freedom LLC
Ohio
$274
LF
435
Lee Financial
Texas
$256 -$1.45K -79 -85%
SIC
436
SJS Investment Consulting
Ohio
$165 -$37 -2 -18%
DPW
437
DiNuzzo Private Wealth
Pennsylvania
$165 +$165 +9 New
CFO
438
CVA Family Office
Colorado
$18 +$18 +1 New
ESCM
439
Echo Street Capital Management
New York
-$177M -9,441,100 Closed
WRCM
440
Whale Rock Capital Management
Massachusetts
-$69M -3,683,886 Closed
Franklin Resources
441
Franklin Resources
California
-$25.1M -1,338,163 Closed
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
-$23.7M -1,264,400 Closed
Squarepoint
443
Squarepoint
New York
-$22.3M -1,191,580 Closed
PCM
444
Pathway Capital Management
California
-$21.9M -1,168,871 Closed
ERSOT
445
Employees Retirement System of Texas
Texas
-$20.7M -1,103,000 Closed
GWA
446
GGM Wealth Advisors
Maryland
-$13.2M -702,318 Closed
Voloridge Investment Management
447
Voloridge Investment Management
Florida
-$8.18M -436,697 Closed
TC
448
TwinBeech Capital
New York
-$7.38M -394,159 Closed
LIP
449
Liontrust Investment Partners
United Kingdom
-$6.74M -360,000 Closed
QT
450
Quantbot Technologies
New York
-$6.42M -342,817 Closed