413 hedge funds and large institutions have $6.5B invested in Toast in 2023 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 174 increasing their positions, 97 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
6.59%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
91
Increased
174
Reduced
97
Closed
65
Calls
$91.6M
Puts
$112M
Net Calls
-$20.7M
Net Calls Change
-$46.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CPWM
451
Cypress Point Wealth Management
Texas
-$346K -15,346 Closed
VIM
452
Vinva Investment Management
Australia
-$351K -15,332 Closed
MC
453
Maverick Capital
Texas
-$338K -14,987 Closed
OC
454
Oppenheimer & Co
New York
-$322K -14,283 Closed
Natixis Advisors
455
Natixis Advisors
Massachusetts
-$321K -14,232 Closed
JA
456
JVL Associates
Michigan
-$312K -13,820 Closed
BP
457
BBR Partners
New York
-$272K -12,054 Closed
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
-$267K -11,817 Closed
CCMG
459
Clark Capital Management Group
Pennsylvania
-$221K -9,800 Closed
OSAM
460
O'Shaughnessy Asset Management
Connecticut
-$214K -9,470 Closed
LIA
461
LSP Investment Advisors
New York
-$208K -9,207 Closed
HH
462
Hilltop Holdings
Texas
-$201K -8,920 Closed
KI
463
Kapitalo Investimentos
Brazil
-$140K -6,191 Closed
CMF
464
Counterpoint Mutual Funds
California
-$129K -5,695 Closed
O
465
Ossiam
France
-$123K -5,447 Closed
TWC
466
TD Waterhouse Canada
Ontario, Canada
-$97.2K -4,355 Closed
VCM
467
Versant Capital Management
Arizona
-$22.6K -1,000 Closed
BFEC
468
Benjamin F. Edwards & Company
Missouri
-$11K -500 Closed
NL
469
NVWM LLC
Pennsylvania
-$11.3K -500 Closed
Loomis, Sayles & Company
470
Loomis, Sayles & Company
Massachusetts
-$4K -195 Closed
IPW
471
Impact Partnership Wealth
Georgia
-$2.26K -100 Closed
FCA
472
FinTrust Capital Advisors
South Carolina
-$686 -38 Closed
TFM
473
TFC Financial Management
Massachusetts
-$339 -15 Closed
DI
474
Disciplined Investments
Oklahoma
-$158 -7 Closed
CFO
475
CVA Family Office
Colorado
-$23 -1 Closed