471 hedge funds and large institutions have $9.05B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 167 increasing their positions, 140 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+32
Holders Change %
+7.29%
% 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
105
Increased
167
Reduced
140
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
426
Harbour Investments
Wisconsin
$12.5K
CTA
427
Colonial Trust Advisors
South Carolina
$12.5K +$12.5K +500 New
SWA
428
SOA Wealth Advisors
New York
$11.2K +$11.2K +450 New
CFGS
429
Concourse Financial Group Securities
Alabama
$9.87K
VWM
430
Venturi Wealth Management
Texas
$7.93K -$1.67K -67 -17%
FHA
431
First Horizon Advisors
Tennessee
$7.43K -$6.03K -242 -45%
PS
432
Principal Securities
Iowa
$7.08K -$33.2K -1,332 -82%
NS
433
NBC Securities
Alabama
$7K
CMP
434
Coston McIsaac & Partners
Maine
$7K
AWM
435
Avior Wealth Management
Nebraska
$6.83K -$872 -35 -11%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$5.21K +$5.21K +209 New
BCM
437
Blume Capital Management
California
$4.98K
BWP
438
Baldwin Wealth Partners
Massachusetts
$4.98K
PIM
439
Plato Investment Management
Australia
$4.26K
FPB
440
First PREMIER Bank
South Dakota
$4K +$4K +153 New
ST
441
Smithfield Trust
Pennsylvania
$4K +$4K +171 New
AF
442
Allworth Financial
California
$3.74K +$473 +19 +15%
MIM
443
Macroview Investment Management
Maryland
$3.64K
QL
444
Quarry LP
New York
$3.39K -$25K -1,003 -88%
MAM
445
Meeder Asset Management
Ohio
$3.36K +$3.36K +135 New
MG
446
Mather Group
Illinois
$2.96K +$2.96K +162 New
GEA
447
Glen Eagle Advisors
New Jersey
$2.94K +$449 +18 +18%
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$2.89K +$2.07K +83 +252%
WIM
449
Westside Investment Management
California
$2.49K
CFD
450
Creative Financial Designs
Indiana
$2.49K +$2.49K +100 New