625 hedge funds and large institutions have $15.2B invested in Toast in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 208 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+113
Holders Change %
+22.07%
% of All Funds
8.32%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
174
Increased
208
Reduced
174
Closed
52
Calls
$475M
Puts
$384M
Net Calls
+$90.4M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
426
Vestcor Inc
New Brunswick, Canada
$282K +$74.1K +2,032 +36%
FIM
427
Freedom Investment Management
Connecticut
$282K +$282K +7,733 New
DAM
428
Delta Asset Management
Tennessee
$281K -$10.9K -300 -4%
PWPS
429
Pinnacle Wealth Planning Services
Ohio
$280K +$280K +7,672 New
AWM
430
Aries Wealth Management
Maine
$279K -$72.9K -2,000 -21%
TVM
431
True Vision MN
Minnesota
$279K +$279K +7,656 New
UM
432
UniSuper Management
Australia
$273K -$69.3K -1,900 -20%
DJSG
433
D.J. St. Germain
Massachusetts
$273K
PDM
434
Penn Davis McFarland
Texas
$273K
SI
435
Stonekeep Investments
New Mexico
$273K +$273K +7,494 New
NSAM
436
North Star Asset Management
Wisconsin
$272K
HFM
437
Harvest Fund Management
China
$271K -$47K -1,289 -15%
YCG
438
Yeomans Consulting Group
Georgia
$269K +$269K +7,386 New
1WM
439
1858 Wealth Management
Ohio
$269K
SWM
440
SeaCrest Wealth Management
New York
$268K +$268K +7,364 New
SCM
441
Sterling Capital Management
North Carolina
$267K -$28.7K -786 -10%
WCM
442
Wallace Capital Management
Texas
$259K
IWA
443
Icon Wealth Advisors
Texas
$256K -$18.4K -505 -7%
ECG
444
EPIQ Capital Group
California
$255K +$255K +7,009 New
BP
445
Ballentine Partners
Massachusetts
$255K -$11.8K -323 -4%
WMA
446
West Michigan Advisors
Michigan
$255K +$255K +6,995 New
PNC Financial Services Group
447
PNC Financial Services Group
Pennsylvania
$255K +$136K +3,742 +115%
IWN
448
Independent Wealth Network
Iowa
$254K +$254K +6,982 New
Susquehanna International Group
449
Susquehanna International Group
Pennsylvania
$245K -$87.7K -2,406 -26%
BEI
450
Benjamin Edwards Inc
Missouri
$236K +$236K +6,474 New