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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
BWL
501
Bogart Wealth LLC
Virginia
$94.3K +$492 +14 +0.5%
FFA
502
Farther Finance Advisors
California
$88.8K +$14.1K +402 +20%
WT
503
Whittier Trust
California
$86.6K +$3.41K +97 +4%
A
504
AlphaQuest
New York
$80.8K -$1.65M -46,932 -95%
GRP
505
Global Retirement Partners
California
$76.4K +$3.37K +96 +5%
WSFS
506
Wilmington Savings Fund Society
Delaware
$75.7K
YAL
507
Your Advocates Ltd
Texas
$72.9K
TC
508
Truvestments Capital
Florida
$72.9K -$9.84K -280 -12%
PS
509
Principal Securities
Iowa
$64.5K +$20.3K +577 +48%
GTAM
510
Global Trust Asset Management
Florida
$58.3K +$56.2K +1,600 New
HI
511
Harbour Investments
Wisconsin
$55.7K -$668 -19 -1%
LI
512
LRI Investments
Florida
$55.3K +$18.1K +516 +52%
RCM
513
Raleigh Capital Management
North Carolina
$53.9K -$387 -11 -0.7%
1IA
514
1620 Investment Advisors
Massachusetts
$52.3K +$4.57K +130 +10%
PA
515
Parallel Advisors
California
$51.3K +$24.9K +710 +102%
MCM
516
Manchester Capital Management
Vermont
$47.9K +$45.8K +1,304 +14,489%
MCM
517
MAI Capital Management
Ohio
$45.4K +$43.7K +1,245 New
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$44K +$17.2K +490 +69%
SWM
519
Spire Wealth Management
Virginia
$43.7K +$3.51K +100 +9%
NFSG
520
Newbridge Financial Services Group
Florida
$41.9K +$40.4K +1,150 New
CAS
521
Coppell Advisory Solutions
Texas
$40.8K
WWA
522
Wingate Wealth Advisors
Massachusetts
$39.9K +$38.4K +1,094 New
CFGS
523
Concourse Financial Group Securities
Alabama
$39.5K -$1.86K -53 -5%
CIAM
524
Caitong International Asset Management
Hong Kong
$38.7K +$37.3K +1,062 New
NA
525
NewEdge Advisors
Louisiana
$38.4K

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.