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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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$2.89K +$1.72K +83 +252%
WIM
452
Westside Investment Management
California
$2.49K
CFD
453
Creative Financial Designs
Indiana
$2.49K +$2.07K +100 New
HGERS
454
Householder Group Estate & Retirement Specialist
Arizona
$2.49K +$2.07K +100 New
BIA
455
Bell Investment Advisors
California
$2.39K
SAM
456
Smartleaf Asset Management
Massachusetts
$2.09K +$166 +8 +10%
VNA
457
Valley National Advisers
Pennsylvania
$2K +$518 +25 +33%
FP
458
Financial Perspectives
Minnesota
$1.87K -$1.03K -50 -40%
OWA
459
Opal Wealth Advisors
New York
$1.5K +$1.24K +60 New
CJ
460
Caitlin John
Michigan
$1.25K -$14.5K -700 -93%
AA
461
Addison Advisors
Vermont
$1.25K
RA
462
Rise Advisors
New York
$1.25K
AF
463
Advisornet Financial
Minnesota
$1.25K +$1.03K +50 New
Lazard Asset Management
464
Lazard Asset Management
New York
$1K
LC
465
Lindbrook Capital
California
$797 -$104 -5 -14%
WF
466
WoodTrust Financial
Wisconsin
$754 +$626K +30,230 New
QCG
467
Quadrant Capital Group
Ohio
$623 +$186 +9 +56%
FFL
468
Financial Freedom LLC
Ohio
$374
JWA
469
JFS Wealth Advisors
Pennsylvania
$200 -$600 -29 -78%
SIC
470
SJS Investment Consulting
Ohio
$175 -$41 -2 -22%
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$75 -$124 -6 -67%
CFO
472
CVA Family Office
Colorado
$25
MCM
473
MV Capital Management
Maryland
$25 +$21 +1 New
AM
474
Atreides Management
Massachusetts
-$60.9M -3,336,752 Closed
EAM
475
Eagle Asset Management
Florida
-$56.2M -3,077,573 Closed

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.