413 hedge funds and large institutions have $6.5B invested in Toast in 2023 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 174 increasing their positions, 97 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
6.58%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
91
Increased
174
Reduced
97
Closed
65
Calls
$91.6M
Puts
$112M
Net Calls
-$20.7M
Net Calls Change
-$46.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$830K +$489K +26,128 +144%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$821K +$821K +43,824 New
Principal Financial Group
203
Principal Financial Group
Iowa
$821K -$3.69M -197,013 -82%
CA
204
Clearstead Advisors
Ohio
$802K +$387K +20,676 +93%
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
$800K +$800K +42,726 New
CAM
206
Cresset Asset Management
Illinois
$796K +$151K +8,047 +23%
DT
207
Diversified Trust
Tennessee
$792K +$113K +6,043 +17%
Mariner
208
Mariner
Kansas
$792K +$132K +7,022 +20%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$782K -$20.4K -1,088 -3%
CC
210
Centiva Capital
New York
$782K +$555K +29,613 +244%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$769K -$195K -10,422 -20%
URS
212
Utah Retirement Systems
Utah
$761K +$403K +21,515 +113%
DnB Asset Management
213
DnB Asset Management
Norway
$759K +$161K +8,593 +27%
RBC
214
Romano Brothers & Co
Illinois
$751K
SG
215
StepStone Group
California
$737K +$737K +39,369 New
Corient Private Wealth
216
Corient Private Wealth
Florida
$733K +$95.1K +5,080 +15%
Group One Trading
217
Group One Trading
Illinois
$714K +$714K +38,116 New
PP
218
PDT Partners
New York
$711K +$711K +37,981 New
US Bancorp
219
US Bancorp
Minnesota
$710K +$242K +12,911 +52%
CICI
220
Capital Investment Counsel Inc
North Carolina
$708K +$708K +37,800 New
VF
221
Virtu Financial
New York
$704K -$382K -20,398 -35%
IIA
222
IPG Investment Advisors
California
$702K +$116K +6,200 +20%
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$700K +$17.1K +912 +3%
GITFIT
224
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$676K +$676K +37,000 New
BJL
225
Brighton Jones LLC
Washington
$672K -$37 -2 -0%