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 %
CFD
451
Creative Financial Designs
Indiana
$2.49K +$2.49K +100 New
BIA
452
Bell Investment Advisors
California
$2.39K
SAM
453
Smartleaf Asset Management
Massachusetts
$2.09K +$195 +8 +10%
VNA
454
Valley National Advisers
Pennsylvania
$2K +$500 +25 +33%
FP
455
Financial Perspectives
Minnesota
$1.87K -$1.25K -50 -40%
OWA
456
Opal Wealth Advisors
New York
$1.5K +$1.5K +60 New
CJ
457
Caitlin John
Michigan
$1.25K -$17.4K -700 -93%
AA
458
Addison Advisors
Vermont
$1.25K
RA
459
Rise Advisors
New York
$1.25K
AF
460
Advisornet Financial
Minnesota
$1.25K +$1.25K +50 New
Lazard Asset Management
461
Lazard Asset Management
New York
$1K
LC
462
Lindbrook Capital
California
$797 -$125 -5 -14%
WF
463
WoodTrust Financial
Wisconsin
$754 +$754 +30,230 New
QCG
464
Quadrant Capital Group
Ohio
$623 +$224 +9 +56%
FFL
465
Financial Freedom LLC
Ohio
$374
JWA
466
JFS Wealth Advisors
Pennsylvania
$200 -$725 -29 -78%
SIC
467
SJS Investment Consulting
Ohio
$175 -$50 -2 -22%
DPW
468
DiNuzzo Private Wealth
Pennsylvania
$75 -$150 -6 -67%
CFO
469
CVA Family Office
Colorado
$25
MCM
470
MV Capital Management
Maryland
$25 +$25 +1 New
AM
471
Atreides Management
Massachusetts
-$60.9M -3,336,752 Closed
EAM
472
Eagle Asset Management
Florida
-$56.2M -3,077,573 Closed
Twin Tree Management
473
Twin Tree Management
Texas
-$24.1M -1,317,794 Closed
Renaissance Technologies
474
Renaissance Technologies
New York
-$18.4M -1,008,700 Closed
APC
475
Alta Park Capital
California
-$14.6M -802,161 Closed