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 %
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$4.01K +$1.97K +54 +96%
HC
577
Hurley Capital
New York
$3.8K +$3.8K +101 New
JWA
578
JFS Wealth Advisors
Pennsylvania
$3.79K +$1.2K +33 +46%
ADL
579
Asset Dedication LLC
California
$3.76K
SIC
580
SJS Investment Consulting
Ohio
$3.72K +$2.99K +82 +410%
CFD
581
Creative Financial Designs
Indiana
$3.65K
WIM
582
Westside Investment Management
California
$3.65K
CA
583
Continuum Advisory
Idaho
$3.65K +$1.2K +33 +49%
BIA
584
Bell Investment Advisors
California
$3.5K
KIM
585
Kestra Investment Management
Texas
$3.5K +$3.5K +96 New
MG
586
Mather Group
Illinois
$3.14K
AG
587
AmeriFlex Group
Nevada
$3.07K +$3.07K +75 New
HWM
588
Hemington Wealth Management
Virginia
$3K +$1.52K +47 +102%
GWM
589
Geneos Wealth Management
Colorado
$2.88K +$2.88K +79 New
CFB
590
Cullen/Frost Bankers
Texas
$2.7K -$91.2K -2,501 -97%
CCA
591
Criterion Capital Advisors
Tennessee
$2.45K
MCM
592
Mainstream Capital Management
California
$2.33K +$2.33K +64 New
WCM
593
Winthrop Capital Management
Indiana
$2K +$2K +56 New
AssetMark Inc
594
AssetMark Inc
California
$1.9K +$1.9K +52 New
AA
595
Addison Advisors
Vermont
$1.82K
PAM
596
Parvin Asset Management
South Dakota
$1.82K +$1.82K +50 New
WA
597
Whipplewood Advisors
Colorado
$1.71K +$1.71K +47 New
HWA
598
HHM Wealth Advisors
Tennessee
$1.17K +$1.17K +32 New
SWC
599
Spectrum Wealth Counsel
Indiana
$1.09K
QCG
600
Quadrant Capital Group
Ohio
$1.02K