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 %
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$255 +7 +33%
CAL
602
Capital Advisors Ltd
Ohio
$1K
CSWM
603
Cassady Schiller Wealth Management
Ohio
$984 +$984 +27 New
BF
604
BOK Financial
Oklahoma
$964 +$964 +27 New
FC
605
Fairscale Capital
New Hampshire
$583
BTD
606
BankPlus Trust Department
Mississippi
$583 +$583 +16 New
FFL
607
Financial Freedom LLC
Ohio
$547
WCM
608
WealthTrak Capital Management
Virginia
$547 +$547 +15 New
RAM
609
Riggs Asset Management
Pennsylvania
$480
AF
610
Advisornet Financial
Minnesota
$401 -$1.6K -44 -80%
Pacer Advisors
611
Pacer Advisors
Pennsylvania
$365
BCH
612
Berkshire Capital Holdings
California
$365
RFS
613
Richardson Financial Services
Massachusetts
$328 +$328 +9 New
CTB
614
Country Trust Bank
Illinois
$255
MCM
615
MV Capital Management
Maryland
$219
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$182 -$456K -12,538 -100%
GBT
617
Grove Bank & Trust
Florida
$182 +$182 +5 New
GFPC
618
Global Financial Private Client
Florida
$182 +$182 +5 New
SAM
619
Synergy Asset Management
Washington
$170 +$170 +6 New
PWA
620
Principia Wealth Advisory
Texas
$146 +$146 +4 New
PWM
621
Parkworth Wealth Management
California
$146 +$146 +4 New
BL
622
BFSG LLC
California
$110 +$110 +3 New
LWANC
623
Laurel Wealth Advisors (North Carolina)
North Carolina
$37 +$37 +1 New
CFO
624
CVA Family Office
Colorado
$36
MG
625
Meritage Group
California
-$78.4M -2,768,088 Closed