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161 hedge funds and large institutions have $4.8B invested in Toast in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

102% more capital invested

Capital invested by funds: $2.37B → $4.8B (+$2.42B)

33% more funds holding

Funds holding: 121161 (+40)

30% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $25.9M

39.22% less ownership

Funds ownership: 230.27%191.05% (-39%)

Holders
161
Holders Change
+40
Holders Change %
+33.06%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
79
Increased
55
Reduced
17
Closed
38
Calls
$33.7M
Puts
$25.9M
Net Calls
+$7.86M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$552K +$736K +15,910 New
BA
102
Bridgewater Advisors
New York
$541K +$722K +15,600 New
BFA
103
Beaumont Financial Advisors
Massachusetts
$521K +$694K +15,000 New
DC
104
Darrow Company
Massachusetts
$520K +$694K +15,000 New
LPL Financial
105
LPL Financial
California
$513K +$138K +2,979 +25%
William Blair & Company
106
William Blair & Company
Illinois
$507K +$676K +14,613 New
LOAMU
107
Lombard Odier Asset Management (USA)
New York
$475K +$633K +13,689 New
ACM
108
Aljian Capital Management
Nevada
$448K +$598K +12,916 New
BMO
109
Beck Mack & Oliver
New York
$409K +$545K +11,771 New
RJA
110
Raymond James & Associates
Florida
$402K +$199K +4,293 +59%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$391K +$508K +10,970 +3,863%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$372K -$496K -10,712 -50%
Osaic Holdings
113
Osaic Holdings
Arizona
$352K +$444K +9,585 +1,159%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$328K +$438K +9,470 New
SEC
115
Seven Eight Capital
New York
$323K +$431K +9,304 New
LIA
116
LSP Investment Advisors
New York
$320K +$426K +9,207 New
PI
117
PEAK6 Investments
Illinois
$314K +$418K +9,043 New
TWM
118
Trevian Wealth Management
Massachusetts
$302K +$403K +8,713 New
BM
119
Bridger Management
New York
$273K +$364K +7,861 New
RJFSA
120
Raymond James Financial Services Advisors
Florida
$241K +$321K +6,937 New
CG
121
Cutler Group
California
$226K +$283K +6,120 +1,530%
Wolverine Trading
122
Wolverine Trading
Illinois
$214K +$270K +5,832 New
CA
123
Clearstead Advisors
Ohio
$208K +$275K +5,953 +11,906%
SWP
124
Stratos Wealth Partners
Ohio
$202K +$22.2K +480 +9%
SM
125
SG3 Management
Puerto Rico
$174K +$231K +5,000 New

TOST Hedge Fund Activity: Q4 2021 in Review

161 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q4 2021, worth a combined $4.8B — up 102% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new TOST positions and 38 closed out — a net gain of 41 holders — while 55 added to existing stakes and 17 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.17B. The largest seller was Lead Edge Capital Management, cutting an estimated $108M.

  • 161 institutional investors held Toast (TOST) as of Q4 2021, up from 121 in Q3 2021.
  • Funds reported $4.8B of Toast stock for Q4 2021, up 102% quarter-over-quarter.
  • 79 funds opened new Toast positions in Q4 2021 and 38 closed out, a net change of +41 holders.
  • The largest Toast buyer in Q4 2021 was T. Rowe Price Associates, an estimated $1.17B added.
  • The largest Toast seller in Q4 2021 was Lead Edge Capital Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.