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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$2.64M +$35.7K +990 +1%
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$2.62M +$19.7K +547 +0.7%
GITFIT
253
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.59M +$1.23M +34,000 +87%
PFSRSONJ
254
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.48M -$104K -2,892 -4%
SF
255
Summit Financial
New Jersey
$2.46M +$22.6K +626 +0.9%
Corient Private Wealth
256
Corient Private Wealth
Florida
$2.45M +$1.18M +32,851 +91%
NIA
257
NIA Impact Advisors
California
$2.45M -$38.3K -1,062 -2%
VA
258
Vident Advisory
Georgia
$2.44M +$324K +8,975 +15%
Creative Planning
259
Creative Planning
Kansas
$2.44M -$13.8M -383,372 -85%
MNBTD
260
Moody National Bank Trust Division
Texas
$2.43M -$510K -14,150 -17%
FTWA
261
Fifth Third Wealth Advisors
Ohio
$2.4M +$288 +8 +0%
Citadel Advisors
262
Citadel Advisors
Florida
$2.32M -$9.55M -264,934 -80%
CL
263
Choreo LLC
Illinois
$2.31M +$47.1K +1,307 +2%
BFA
264
Beaumont Financial Advisors
Massachusetts
$2.31M
US Bancorp
265
US Bancorp
Minnesota
$2.22M +$165K +4,575 +8%
TFCM
266
Taylor Frigon Capital Management
Arizona
$2.2M +$251K +6,951 +13%
GCP
267
GSA Capital Partners
United Kingdom
$2.14M -$154K -4,282 -7%
FCM
268
Firsthand Capital Management
California
$2.13M
CCAM
269
Capelight Capital Asset Management
New York
$2.13M +$2.16M +60,000 New
FDC
270
Flight Deck Capital
California
$2.1M
LAM
271
LECAP Asset Management
United Kingdom
$2.1M +$1.44M +39,847 +207%
MCP
272
Mirador Capital Partners
California
$2.1M +$136K +3,771 +7%
NAM
273
Nissay Asset Management
Japan
$2.08M +$49K +1,359 +2%
Truist Financial
274
Truist Financial
North Carolina
$2.04M -$338K -9,364 -14%
AssetMark Inc
275
AssetMark Inc
California
$2.03M -$4.98M -138,077 -71%