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474 hedge funds and large institutions have $9.06B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 66

45% more call options, than puts

Call options by funds: $228M | Put options by funds: $158M

41% more capital invested

Capital invested by funds: $6.41B → $9.06B (+$2.65B)

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

7% more funds holding

Funds holding: 442474 (+32)

0.55% less ownership

Funds ownership: 83.82%83.27% (-0.55%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
474
Holders Change
+32
Holders Change %
+7.24%
% 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
106
Increased
167
Reduced
142
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
426
Farther Finance Advisors
California
$13.3K +$9.15K +442 +425%
AA
427
Ancora Advisors
Ohio
$12.8K
GWM
428
Geneos Wealth Management
Colorado
$12.5K -$2.07K -100 -17%
HI
429
Harbour Investments
Wisconsin
$12.5K
CTA
430
Colonial Trust Advisors
South Carolina
$12.5K +$10.4K +500 New
SWA
431
SOA Wealth Advisors
New York
$11.2K +$9.32K +450 New
CFGS
432
Concourse Financial Group Securities
Alabama
$9.87K
VWM
433
Venturi Wealth Management
Texas
$7.92K -$1.39K -67 -17%
FHA
434
First Horizon Advisors
Tennessee
$7.42K -$5.01K -242 -45%
PS
435
Principal Securities
Iowa
$7.08K -$27.6K -1,332 -82%
CMP
436
Coston McIsaac & Partners
Maine
$7K
NS
437
NBC Securities
Alabama
$7K
AWM
438
Avior Wealth Management
Nebraska
$6.83K -$725 -35 -11%
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$5.21K +$4.33K +209 New
BWP
440
Baldwin Wealth Partners
Massachusetts
$4.98K
BCM
441
Blume Capital Management
California
$4.98K
PIM
442
Plato Investment Management
Australia
$4.26K
FPB
443
First PREMIER Bank
South Dakota
$4K +$3.17K +153 New
ST
444
Smithfield Trust
Pennsylvania
$4K +$3.54K +171 New
AF
445
Allworth Financial
California
$3.74K +$393 +19 +15%
MIM
446
Macroview Investment Management
Maryland
$3.64K
QL
447
Quarry LP
New York
$3.39K -$20.8K -1,003 -88%
MAM
448
Meeder Asset Management
Ohio
$3.36K +$2.79K +135 New
MG
449
Mather Group
Illinois
$2.96K +$3.35K +162 New
GEA
450
Glen Eagle Advisors
New Jersey
$2.94K +$373 +18 +18%

TOST Hedge Fund Activity: Q1 2024 in Review

474 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2024, worth a combined $9.06B — up 41% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new TOST positions and 66 closed out — a net gain of 40 holders — while 167 added to existing stakes and 142 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $149M. The largest seller was Blue Owl Capital Holdings, cutting an estimated $115M.

  • 474 institutional investors held Toast (TOST) as of Q1 2024, up from 442 in Q4 2023.
  • Funds reported $9.06B of Toast stock for Q1 2024, up 41% quarter-over-quarter.
  • 106 funds opened new Toast positions in Q1 2024 and 66 closed out, a net change of +40 holders.
  • The largest Toast buyer in Q1 2024 was Whale Rock Capital Management, an estimated $149M added.
  • The largest Toast seller in Q1 2024 was Blue Owl Capital Holdings, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.