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 %
MFG
451
Merit Financial Group
Georgia
$234K +$234K +6,409 New
CIC
452
Carnegie Investment Counsel
Ohio
$233K +$233K +6,400 New
PFBT
453
Parkside Financial Bank & Trust
Missouri
$232K -$26.3K -721 -10%
CG
454
Caprock Group
Idaho
$229K +$229K +6,277 New
FWM
455
Focused Wealth Management
New York
$227K +$227K +6,221 New
PRS
456
Pinkerton Retirement Specialists
Idaho
$224K +$224K +6,144 New
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$223K +$74.8K +2,011 +50%
GWSG
458
GPS Wealth Strategies Group
Colorado
$223K -$26.1K -715 -10%
CWIG
459
Chung Wu Investment Group
Texas
$222K +$222K +6,100 New
GSIAS
460
Garden State Investment Advisory Services
New Jersey
$222K +$222K +6,097 New
HIS
461
Harvest Investment Services
Illinois
$218K +$218K +5,993 New
YCM
462
Yousif Capital Management
Michigan
$213K +$213K +5,854 New
WCA
463
Westover Capital Advisors
Delaware
$212K +$212K +5,820 New
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K -$5.54K -152 -3%
SGAM
465
Smith Group Asset Management
Texas
$209K +$209K +5,731 New
BCI
466
Brinker Capital Investments
Pennsylvania
$208K +$208K +5,710 New
OPS
467
Orion Portfolio Solutions
Nebraska
$208K +$208K +5,710 New
WP
468
WMS Partners
Maryland
$208K -$58.3K -1,599 -22%
FFM
469
Forum Financial Management
Illinois
$203K +$203K +5,582 New
ASN
470
Advisory Services Network
Georgia
$202K +$202K +5,546 New
EWM
471
EPG Wealth Management
Georgia
$201K +$201K +5,510 New
S
472
Sachetta
Massachusetts
$199K
CA
473
Crewe Advisors
Utah
$183K +$401 +11 +0.2%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$181K +$1.24K +34 +0.7%
MIA
475
MeadowBrook Investment Advisors
Michigan
$177K -$46.3K -1,270 -21%