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518 hedge funds and large institutions have $11.6B invested in Toast in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $296M | Put options by funds: $183M

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

17% more capital invested

Capital invested by funds: $9.92B → $11.6B (+$1.68B)

3.94% more ownership

Funds ownership: 84.96%88.9% (+3.9%)

3% more funds holding

Funds holding: 505518 (+13)

10% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 168

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
518
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
7.44%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
75
Increased
184
Reduced
168
Closed
57
Calls
$296M
Puts
$183M
Net Calls
+$113M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
426
LRI Investments
Florida
$40.4K
GI
427
GAMMA Investing
California
$38.1K +$3.27K +129 +11%
1IA
428
1620 Investment Advisors
Massachusetts
$36.9K
PS
429
Principal Securities
Iowa
$33.7K +$507 +20 +2%
SWM
430
Spire Wealth Management
Virginia
$31.1K -$17.8K -701 -39%
CAS
431
Coppell Advisory Solutions
Texas
$31K
CFGS
432
Concourse Financial Group Securities
Alabama
$30.3K -$1.27K -50 -4%
NA
433
NewEdge Advisors
Louisiana
$29.8K
AT
434
Avalon Trust
New Mexico
$28.3K
GIA
435
GHP Investment Advisors
Colorado
$28.3K
NB
436
NBT Bank
New York
$28.3K +$25.3K +1,000 New
TFA
437
Toth Financial Advisory
Virginia
$28.3K +$25.3K +1,000 New
PPC
438
Park Place Capital
Alabama
$27.4K -$811 -32 -3%
MA
439
Montag & Associates
Georgia
$26.3K
NRG
440
Nemes Rush Group
Michigan
$24.9K
HNB
441
Huntington National Bank
Ohio
$24.8K +$988 +39 +5%
FHA
442
First Horizon Advisors
Tennessee
$23.8K +$5.85K +231 +38%
HIA
443
Harbor Investment Advisory
Maryland
$21.2K
CTA
444
Colonial Trust Advisors
South Carolina
$21.2K +$6.33K +250 +50%
CI Investments Inc
445
CI Investments Inc
Ontario, Canada
$20K +$51 +2 +0.3%
LC
446
Lindbrook Capital
California
$19.8K +$8.95K +353 +101%
PA
447
Parallel Advisors
California
$19.8K
HGERS
448
Householder Group Estate & Retirement Specialist
Arizona
$19K
EB
449
Eastern Bank
Massachusetts
$18.4K +$16.5K +650 New
SAM
450
Smartleaf Asset Management
Massachusetts
$17.4K +$9.65K +381 +157%