718 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$628M
Puts
$502M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$1.37M
Lido Advisors
302
Lido Advisors
California
$1.36M
AB
303
Amalgamated Bank
New York
$1.35M
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$1.35M
Corient Private Wealth
305
Corient Private Wealth
Florida
$1.32M
DADC
306
D.A. Davidson & Co
Montana
$1.32M
SO
307
STRS Ohio
Ohio
$1.31M
WCM Investment Management
308
WCM Investment Management
California
$1.29M
FCM
309
Frontier Capital Management
Massachusetts
$1.25M
IGAM
310
iA Global Asset Management
Quebec, Canada
$1.25M
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$1.23M
BCM
312
Bridgeway Capital Management
Texas
$1.21M
AAM
313
Azzad Asset Management
Virginia
$1.21M
OAM
314
Oxford Asset Management
United Kingdom
$1.21M
RFM
315
Royal Fund Management
Florida
$1.19M
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$1.16M
VFA
317
Values First Advisors
Tennessee
$1.15M
CC
318
Chicago Capital
Illinois
$1.14M
VPIM
319
Vanguard Personalized Indexing Management
California
$1.14M
Los Angeles Capital Management
320
Los Angeles Capital Management
California
$1.13M
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$1.1M
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$1.1M
P
323
&Partners
Tennessee
$1.1M
FPW
324
Fairvoy Private Wealth
Alabama
$1.1M
BP
325
BBR Partners
New York
$1.09M