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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
BIG
476
Brooklyn Investment Group
New York
$4.33K +$3.88K +153 New
MIM
477
Macroview Investment Management
Maryland
$4.13K
RS
478
Rakuten Securities
Japan
$3.96K -$6.92K -273 -66%
IAIM
479
International Assets Investment Management
Florida
$3.39K +$2.35M +92,581 +2,731%
GEA
480
Glen Eagle Advisors
New Jersey
$3.34K
AWM
481
Avior Wealth Management
Nebraska
$2.97K
ADL
482
Asset Dedication LLC
California
$2.92K
CFD
483
Creative Financial Designs
Indiana
$2.83K
WIM
484
Westside Investment Management
California
$2.83K
BIA
485
Bell Investment Advisors
California
$2.72K -$507 -20 -17%
CA
486
Continuum Advisory
Idaho
$2.7K +$1.7K +67 New
CCA
487
Criterion Capital Advisors
Tennessee
$2.45K
MG
488
Mather Group
Illinois
$2.44K -$5.22K -206 -71%
FP
489
Financial Perspectives
Minnesota
$2.12K
JWA
490
JFS Wealth Advisors
Pennsylvania
$2.01K +$405 +16 +29%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$1.58K -$1.85K -73 -57%
AF
492
Advisornet Financial
Minnesota
$1.56K +$127 +5 +10%
AA
493
Addison Advisors
Vermont
$1.42K
RA
494
Rise Advisors
New York
$1.42K
SC
495
Swan Capital
Florida
$1.27K +$1.14K +45 New
FCA
496
FinTrust Capital Advisors
South Carolina
$1.13K +$1.01K +40 New
CHA
497
Carmichael Hill & Associates
Maryland
$1.05K
Lazard Asset Management
498
Lazard Asset Management
New York
$1K -$608 -24 -26%
NS
499
NBC Securities
Alabama
$1K
HWM
500
Hemington Wealth Management
Virginia
$1K +$1.17K +46 New