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474 hedge funds and large institutions have $9.06B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 167 increasing their positions, 142 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 66

45% more call options, than puts

Call options by funds: $228M | Put options by funds: $158M

41% more capital invested

Capital invested by funds: $6.41B → $9.06B (+$2.65B)

18% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 142

7% more funds holding

Funds holding: 442474 (+32)

0.55% less ownership

Funds ownership: 83.82%83.27% (-0.55%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
474
Holders Change
+32
Holders Change %
+7.24%
% of All Funds
6.83%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
106
Increased
167
Reduced
142
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$1.28M -$244K -11,801 -19%
MGAM
202
McGowan Group Asset Management
Texas
$1.26M +$1.05M +50,479 New
CIS
203
Capital International Sarl
California
$1.25M +$1.04M +50,100 New
Group One Trading
204
Group One Trading
Illinois
$1.24M -$232K -11,219 -18%
FAM
205
Fred Alger Management
New York
$1.24M +$900K +43,465 +708%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$1.21M +$197K +9,514 +24%
Cerity Partners
207
Cerity Partners
New York
$1.2M -$260K -12,560 -21%
CPIG
208
Chicago Partners Investment Group
Illinois
$1.18M +$291K +14,048 +38%
TGAM
209
TBH Global Asset Management
Tennessee
$1.18M
Victory Capital Management
210
Victory Capital Management
Texas
$1.18M -$17.1M -827,585 -95%
DA
211
Duality Advisers
Florida
$1.17M +$974K +47,041 New
DnB Asset Management
212
DnB Asset Management
Norway
$1.16M +$128K +6,189 +15%
DT
213
Diversified Trust
Tennessee
$1.16M -$30.2K -1,461 -3%
CAM
214
Cresset Asset Management
Illinois
$1.16M +$103K +4,954 +12%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$1.16M +$168K +8,095 +21%
LAM
216
Lewis Asset Management
California
$1.12M +$138K +6,655 +17%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$1.11M +$21.2K +1,022 +2%
Simplex Trading
218
Simplex Trading
Illinois
$1.1M +$525K +25,365 +136%
PAS
219
Park Avenue Securities
New York
$1.08M +$9.03K +436 +1%
IWC
220
Integrated Wealth Concepts
Massachusetts
$1.06M +$20.6K +997 +2%
BAM
221
Blueshift Asset Management
New Jersey
$1.05M -$163K -7,853 -16%
Nomura Holdings
222
Nomura Holdings
Japan
$1.05M +$870K +42,000 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$1.04M -$376K -18,141 -30%
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$1.01M +$57K +2,752 +7%
SGA
225
Seaport Global Advisors
Massachusetts
$1M -$1.26M -60,915 -60%

TOST Hedge Fund Activity: Q1 2024 in Review

474 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Toast (TOST) for Q1 2024, worth a combined $9.06B — up 41% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new TOST positions and 66 closed out — a net gain of 40 holders — while 167 added to existing stakes and 142 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $149M. The largest seller was Blue Owl Capital Holdings, cutting an estimated $115M.

  • 474 institutional investors held Toast (TOST) as of Q1 2024, up from 442 in Q4 2023.
  • Funds reported $9.06B of Toast stock for Q1 2024, up 41% quarter-over-quarter.
  • 106 funds opened new Toast positions in Q1 2024 and 66 closed out, a net change of +40 holders.
  • The largest Toast buyer in Q1 2024 was Whale Rock Capital Management, an estimated $149M added.
  • The largest Toast seller in Q1 2024 was Blue Owl Capital Holdings, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2024.