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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
AW
451
Avion Wealth
Texas
$16K
O
452
Ossiam
France
$15.9K +$14.3K +563 New
ACA
453
American Capital Advisory
Idaho
$15.1K +$13.5K +532 New
BCMLT
454
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K +$10.9K +430 +430%
AA
455
Ancora Advisors
Ohio
$14.6K
TRCT
456
Tower Research Capital (TRC)
New York
$13.9K -$7.96K -314 -39%
TPCW
457
TD Private Client Wealth
New York
$13.3K
S
458
SignatureFD
Georgia
$12.5K +$5.78K +228 +106%
PA
459
PSI Advisors
Florida
$11.3K +$10.1K +400 New
LSA
460
Leonteq Securities AG
Switzerland
$10.9K -$1.11K -44 -10%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$9.23K +$938 +37 +13%
VWM
462
Venturi Wealth Management
Texas
$9K
HCP
463
Hexagon Capital Partners
Arkansas
$8.86K -$304 -12 -4%
BTI
464
Blue Trust Inc
Georgia
$8.09K +$6.41K +253 +415%
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$5.66K -$27.8K -1,097 -85%
BWP
466
Baldwin Wealth Partners
Massachusetts
$5.66K
BCM
467
Blume Capital Management
California
$5.66K
NSIM
468
North Star Investment Management
Illinois
$5.66K +$5.07K +200 New
PTC
469
Private Trust Company
Ohio
$5.55K -$228 -9 -4%
MAM
470
Meeder Asset Management
Ohio
$5.18K -$6.77K -267 -59%
RFG
471
REAP Financial Group
Texas
$5.1K -$25 -1 -0.6%
AAP
472
Arax Advisory Partners
Colorado
$4.93K
PIM
473
Plato Investment Management
Australia
$4.84K
CPA
474
Capital Performance Advisors
California
$4.81K +$4.31K +170 New
HGA
475
Hobbs Group Advisors
South Carolina
$4.47K