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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
AW
301
Alaethes Wealth
Nevada
$1.45M +$1.73M +39,777 New
GITFIT
302
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.42M
CL
303
CIM LLC
New York
$1.4M +$6.6K +152 +0.4%
Public Employees Retirement Association of Colorado
304
Public Employees Retirement Association of Colorado
Colorado
$1.37M
Lido Advisors
305
Lido Advisors
California
$1.36M +$1.14M +26,297 +238%
AB
306
Amalgamated Bank
New York
$1.35M +$106K +2,446 +7%
DekaBank Deutsche Girozentrale
307
DekaBank Deutsche Girozentrale
Germany
$1.35M
Corient Private Wealth
308
Corient Private Wealth
Florida
$1.32M +$587K +13,518 +59%
DADC
309
D.A. Davidson & Co
Montana
$1.32M -$21.7K -501 -1%
SO
310
STRS Ohio
Ohio
$1.31M -$957K -22,047 -38%
WCM Investment Management
311
WCM Investment Management
California
$1.29M +$64.3K +1,482 +4%
FCM
312
Frontier Capital Management
Massachusetts
$1.25M -$2.9M -66,902 -66%
IGAM
313
iA Global Asset Management
Quebec, Canada
$1.25M +$720K +16,581 +95%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$1.23M +$853K +19,652 +139%
BCM
315
Bridgeway Capital Management
Texas
$1.21M
AAM
316
Azzad Asset Management
Virginia
$1.21M -$8.21K -189 -0.6%
OAM
317
Oxford Asset Management
United Kingdom
$1.21M +$1.43M +33,018 New
RFM
318
Royal Fund Management
Florida
$1.19M +$104K +2,400 +8%
Kovitz Investment Group Partners
319
Kovitz Investment Group Partners
Illinois
$1.16M -$29.9K -689 -2%
VFA
320
Values First Advisors
Tennessee
$1.15M -$54.4K -1,253 -4%
CAM
321
Cresset Asset Management
Illinois
$1.15M +$60.7K +1,399 +5%
SA
322
Sanctuary Advisors
Indiana
$1.15M +$810K +18,665 +146%
CC
323
Chicago Capital
Illinois
$1.14M +$8.81K +203 +0.7%
VPIM
324
Vanguard Personalized Indexing Management
California
$1.14M -$78.7K -1,812 -5%
Los Angeles Capital Management
325
Los Angeles Capital Management
California
$1.13M -$1.23M -28,382 -48%