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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$2.55M +$1.26M +28,948 +45%
DTL
252
Dynamic Technology Lab
Singapore
$2.54M +$2.1M +48,405 +228%
SF
253
Summit Financial
New Jersey
$2.51M +$2.98M +68,688 New
FTWA
254
Fifth Third Wealth Advisors
Ohio
$2.47M +$174 +4 +0%
PI
255
PineBridge Investments
New York
$2.46M +$2.93M +67,386 New
Truist Financial
256
Truist Financial
North Carolina
$2.44M +$1.45M +33,402 +100%
BFA
257
Beaumont Financial Advisors
Massachusetts
$2.37M
GCP
258
GSA Capital Partners
United Kingdom
$2.36M +$67.1K +1,546 +2%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$2.35M -$241K -5,546 -8%
QCM
260
QRG Capital Management
Illinois
$2.32M -$1.84M -42,420 -40%
CL
261
Choreo LLC
Illinois
$2.28M -$55.3K -1,274 -2%
FCM
262
Firsthand Capital Management
California
$2.19M +$868K +20,000 +50%
VA
263
Vident Advisory
Georgia
$2.18M +$1.68M +38,743 +185%
FDC
264
Flight Deck Capital
California
$2.16M
Teacher Retirement System of Texas
265
Teacher Retirement System of Texas
Texas
$2.14M -$983K -22,642 -28%
OC
266
Oppenheimer & Co
New York
$2.13M -$1.95M -44,922 -43%
CSP
267
Cary Street Partners
Virginia
$2.12M -$163K -3,754 -6%
US Bancorp
268
US Bancorp
Minnesota
$2.11M +$216K +4,978 +9%
NAM
269
Nissay Asset Management
Japan
$2.09M +$54.2K +1,248 +2%
OAC
270
OMERS Administration Corp
Ontario, Canada
$2.07M
FRM
271
Fox Run Management
Connecticut
$2.06M +$2.45M +56,424 New
MCP
272
Mirador Capital Partners
California
$2.02M +$215K +4,964 +10%
TFCM
273
Taylor Frigon Capital Management
Arizona
$2.01M -$84.2K -1,939 -3%
CI
274
Ceera Investments
Texas
$2.01M
YC
275
Yarbrough Capital
Tennessee
$1.96M