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 %
GRP
501
Global Retirement Partners
California
$76.4K +$3.5K +96 +5%
WSFS
502
Wilmington Savings Fund Society
Delaware
$75.7K
YAL
503
Your Advocates Ltd
Texas
$72.9K
TC
504
Truvestments Capital
Florida
$72.9K -$10.2K -280 -12%
PS
505
Principal Securities
Iowa
$64.5K +$21K +577 +48%
GTAM
506
Global Trust Asset Management
Florida
$58.3K +$58.3K +1,600 New
HI
507
Harbour Investments
Wisconsin
$55.7K -$693 -19 -1%
LI
508
LRI Investments
Florida
$55.3K +$18.8K +516 +52%
RCM
509
Raleigh Capital Management
North Carolina
$53.9K -$401 -11 -0.7%
1IA
510
1620 Investment Advisors
Massachusetts
$52.3K +$4.74K +130 +10%
PA
511
Parallel Advisors
California
$51.3K +$25.9K +710 +102%
MCM
512
Manchester Capital Management
Vermont
$47.9K +$47.5K +1,304 +14,489%
MCM
513
MAI Capital Management
Ohio
$45.4K +$45.4K +1,245 New
CI Investments Inc
514
CI Investments Inc
Ontario, Canada
$44K +$18K +490 +69%
SWM
515
Spire Wealth Management
Virginia
$43.7K +$3.65K +100 +9%
NFSG
516
Newbridge Financial Services Group
Florida
$41.9K +$41.9K +1,150 New
CAS
517
Coppell Advisory Solutions
Texas
$40.8K
WWA
518
Wingate Wealth Advisors
Massachusetts
$39.9K +$39.9K +1,094 New
CFGS
519
Concourse Financial Group Securities
Alabama
$39.5K -$2.06K -53 -5%
CIAM
520
Caitong International Asset Management
Hong Kong
$38.7K +$38.7K +1,062 New
NA
521
NewEdge Advisors
Louisiana
$38.4K
NRG
522
Nemes Rush Group
Michigan
$36.5K
TFA
523
Toth Financial Advisory
Virginia
$36.5K
GIA
524
GHP Investment Advisors
Colorado
$36.5K
AT
525
Avalon Trust
New Mexico
$36.5K