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 %
RMP
551
Richards, Merrill & Peterson
Washington
$10K +$10K +275 New
CMP
552
Coston McIsaac & Partners
Maine
$10K
CWM
553
Crowley Wealth Management
Delaware
$9.11K +$9.11K +250 New
Fifth Third Bancorp
554
Fifth Third Bancorp
Ohio
$8.86K -$3.03K -83 -25%
AWM
555
Avior Wealth Management
Nebraska
$7.87K +$4.05K +111 +106%
FF
556
Finley Financial
Nevada
$7.79K +$7.79K +213 New
HNW
557
High Note Wealth
Minnesota
$7.76K +$7.76K +213 New
BCM
558
Blume Capital Management
California
$7.29K
NSIM
559
North Star Investment Management
Illinois
$7.29K
FP
560
Financial Perspectives
Minnesota
$7.29K +$4.56K +125 +167%
NWWA
561
New Wave Wealth Advisors
Arkansas
$7.22K +$7.22K +198 New
RFG
562
REAP Financial Group
Texas
$7.11K +$547 +15 +8%
GSWM
563
Golden State Wealth Management
California
$7.11K +$7.11K +195 New
AAP
564
Arax Advisory Partners
Colorado
$7.04K +$693 +19 +11%
PTC
565
Private Trust Company
Ohio
$6.93K -$219 -6 -3%
WTC
566
WhitTier Trust Company
Nevada
$6.6K +$6.6K +181 New
PIM
567
Plato Investment Management
Australia
$6.26K
BIG
568
Brooklyn Investment Group
New York
$5.58K
MAM
569
Meeder Asset Management
Ohio
$5.36K -$1.31K -36 -20%
MA
570
Montag & Associates
Georgia
$4.74K -$29.2K -800 -86%
ACM
571
Aster Capital Management
United Arab Emirates
$4.63K +$4.63K +127 New
RS
572
Rakuten Securities
Japan
$4.56K -$547 -15 -11%
GEA
573
Glen Eagle Advisors
New Jersey
$4.3K
WBC
574
West Branch Capital
Massachusetts
$4.23K +$4.23K +116 New
WA
575
WPG Advisers
Maryland
$4.16K +$4.16K +114 New