736 hedge funds and large institutions have $19.6B invested in Toast in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 317 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+87
Holders Change %
+13.41%
% of All Funds
9.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
55
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$2.87M +$1.31M +29,626 +84%
MML Investors Services
252
MML Investors Services
Massachusetts
$2.87M +$6.69K +151 +0.2%
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$2.86M +$172K +3,886 +6%
NA
254
NewEdge Advisors
Louisiana
$2.84M +$2.07M +46,652 +268%
CL
255
Choreo LLC
Illinois
$2.82M +$63.8K +1,440 +2%
GCP
256
GSA Capital Partners
United Kingdom
$2.79M -$186K -4,193 -6%
CSP
257
Cary Street Partners
Virginia
$2.74M +$2.18M +49,246 +394%
NRD
258
Nebula Research & Development
New York
$2.64M +$2.64M +59,690 New
Los Angeles Capital Management
259
Los Angeles Capital Management
California
$2.63M +$2.63M +59,362 New
FDC
260
Flight Deck Capital
California
$2.62M -$961K -21,700 -27%
SO
261
STRS Ohio
Ohio
$2.56M +$1.33M +30,113 +109%
EMPI
262
Elo Mutual Pension Insurance
Finland
$2.55M +$745K +16,827 +41%
TI
263
Tidal Investments
Wisconsin
$2.55M +$1.48M +33,334 +137%
TFCM
264
Taylor Frigon Capital Management
Arizona
$2.53M -$161K -3,636 -6%
OAC
265
OMERS Administration Corp
Ontario, Canada
$2.51M -$314K -7,100 -11%
NAM
266
Nissay Asset Management
Japan
$2.48M +$302K +6,816 +14%
Brown Advisory
267
Brown Advisory
Maryland
$2.47M +$620K +13,999 +33%
QIM
268
Quantitative Investment Management
Virginia
$2.46M +$2.46M +55,639 New
ELI
269
Empire Life Investments
Ontario, Canada
$2.45M +$2.45M +55,254 New
CI
270
Ceera Investments
Texas
$2.44M
BWM
271
Bosman Wealth Management
California
$2.41M +$2.41M +54,455 New
YC
272
Yarbrough Capital
Tennessee
$2.38M -$461K -10,419 -16%
US Bancorp
273
US Bancorp
Minnesota
$2.35M +$63.6K +1,437 +3%
BM
274
Bridger Management
New York
$2.33M
KPWS
275
Kestra Private Wealth Services
Texas
$2.26M +$452K +10,200 +25%