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631 hedge funds and large institutions have $15.2B invested in Toast in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 213 increasing their positions, 174 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 53

31% more capital invested

Capital invested by funds: $11.6B → $15.2B (+$3.59B)

24% more call options, than puts

Call options by funds: $475M | Put options by funds: $384M

22% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 174

22% more funds holding

Funds holding: 518631 (+113)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.42% less ownership

Funds ownership: 88.9%88.48% (-0.42%)

Holders
631
Holders Change
+113
Holders Change %
+21.81%
% of All Funds
8.31%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.21%
New
175
Increased
213
Reduced
174
Closed
53
Calls
$475M
Puts
$384M
Net Calls
+$90.4M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$255K +$131K +3,742 +115%
IWN
452
Independent Wealth Network
Iowa
$254K +$245K +6,982 New
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$245K -$84.5K -2,406 -26%
BEI
454
Benjamin Edwards Inc
Missouri
$236K +$227K +6,474 New
MFG
455
Merit Financial Group
Georgia
$234K +$225K +6,409 New
CIC
456
Carnegie Investment Counsel
Ohio
$233K +$225K +6,400 New
PFBT
457
Parkside Financial Bank & Trust
Missouri
$232K -$25.3K -721 -10%
CG
458
Caprock Group
Idaho
$229K +$221K +6,277 New
FWM
459
Focused Wealth Management
New York
$227K +$219K +6,221 New
PRS
460
Pinkerton Retirement Specialists
Idaho
$224K +$216K +6,144 New
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$223K +$70.7K +2,011 +50%
GWSG
462
GPS Wealth Strategies Group
Colorado
$223K -$25.1K -715 -10%
CWIG
463
Chung Wu Investment Group
Texas
$222K +$214K +6,100 New
GSIAS
464
Garden State Investment Advisory Services
New Jersey
$222K +$214K +6,097 New
HIS
465
Harvest Investment Services
Illinois
$218K +$211K +5,993 New
YCM
466
Yousif Capital Management
Michigan
$213K +$206K +5,854 New
WCA
467
Westover Capital Advisors
Delaware
$212K +$205K +5,820 New
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$209K -$5.34K -152 -3%
SGAM
469
Smith Group Asset Management
Texas
$209K +$201K +5,731 New
BCI
470
Brinker Capital Investments
Pennsylvania
$208K +$201K +5,710 New
OPS
471
Orion Portfolio Solutions
Nebraska
$208K +$201K +5,710 New
WP
472
WMS Partners
Maryland
$208K -$56.2K -1,599 -22%
FFM
473
Forum Financial Management
Illinois
$203K +$196K +5,582 New
ASN
474
Advisory Services Network
Georgia
$202K +$195K +5,546 New
EWM
475
EPG Wealth Management
Georgia
$201K +$194K +5,510 New

TOST Hedge Fund Activity: Q4 2024 in Review

631 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q4 2024, worth a combined $15.2B — up 31% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new TOST positions and 53 closed out — a net gain of 122 holders — while 213 added to existing stakes and 174 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $294M.

  • 631 institutional investors held Toast (TOST) as of Q4 2024, up from 518 in Q3 2024.
  • Funds reported $15.2B of Toast stock for Q4 2024, up 31% quarter-over-quarter.
  • 175 funds opened new Toast positions in Q4 2024 and 53 closed out, a net change of +122 holders.
  • The largest Toast buyer in Q4 2024 was Arrowstreet Capital, an estimated $272M added.
  • The largest Toast seller in Q4 2024 was T. Rowe Price Associates, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2024.