471 hedge funds and large institutions have $9.05B invested in Toast in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 167 increasing their positions, 140 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+32
Holders Change %
+7.29%
% 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
105
Increased
167
Reduced
140
Closed
66
Calls
$228M
Puts
$158M
Net Calls
+$70.4M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MGAM
201
McGowan Group Asset Management
Texas
$1.26M +$1.26M +50,479 New
CIS
202
Capital International Sarl
California
$1.25M +$1.25M +50,100 New
Group One Trading
203
Group One Trading
Illinois
$1.24M -$280K -11,219 -18%
FAM
204
Fred Alger Management
New York
$1.24M +$1.08M +43,465 +708%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$1.21M +$237K +9,514 +24%
Cerity Partners
206
Cerity Partners
New York
$1.2M -$313K -12,560 -21%
CPIG
207
Chicago Partners Investment Group
Illinois
$1.18M +$326K +14,048 +38%
TGAM
208
TBH Global Asset Management
Tennessee
$1.18M
Victory Capital Management
209
Victory Capital Management
Texas
$1.18M -$20.6M -827,585 -95%
DA
210
Duality Advisers
Florida
$1.17M +$1.17M +47,041 New
DnB Asset Management
211
DnB Asset Management
Norway
$1.16M +$154K +6,189 +15%
DT
212
Diversified Trust
Tennessee
$1.16M -$36.4K -1,461 -3%
CAM
213
Cresset Asset Management
Illinois
$1.16M +$123K +4,954 +12%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$1.16M +$202K +8,095 +21%
LAM
215
Lewis Asset Management
California
$1.12M +$166K +6,655 +17%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$1.11M +$25.5K +1,022 +2%
Simplex Trading
217
Simplex Trading
Illinois
$1.1M +$632K +25,365 +136%
PAS
218
Park Avenue Securities
New York
$1.08M +$10.9K +436 +1%
IWC
219
Integrated Wealth Concepts
Massachusetts
$1.06M +$24.8K +997 +2%
BAM
220
Blueshift Asset Management
New Jersey
$1.05M -$196K -7,853 -16%
Nomura Holdings
221
Nomura Holdings
Japan
$1.05M +$1.05M +42,000 New
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.04M -$452K -18,141 -30%
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$1.01M +$68.6K +2,752 +7%
SGA
224
Seaport Global Advisors
Massachusetts
$1M -$1.52M -60,915 -60%
NAM
225
Nissay Asset Management
Japan
$997K +$47.7K +1,913 +5%