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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
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$1.1M -$108K -2,498 -8%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$1.1M +$2.17K +50 +0.2%
P
328
&Partners
Tennessee
$1.1M +$421K +9,702 +48%
FPW
329
Fairvoy Private Wealth
Alabama
$1.1M +$23.6K +543 +2%
BP
330
BBR Partners
New York
$1.09M
UCFA
331
United Capital Financial Advisors
Texas
$1.09M +$1.09M +25,060 +525%
KOCAA
332
Knights of Columbus Asset Advisors
Connecticut
$1.08M -$33.7K -777 -3%
Prudential Financial
333
Prudential Financial
New Jersey
$1.08M -$902K -20,770 -44%
IA
334
IFP Advisors
Florida
$1.07M +$65.1K +1,500 +5%
MIM
335
MetLife Investment Management
New Jersey
$1.06M +$36.2K +834 +3%
MMEA
336
Main Management ETF Advisors
California
$1.05M +$1.24M +28,675 New
KRS
337
Kentucky Retirement Systems
Kentucky
$1.04M +$1.23M +28,361 New
GLA
338
Great Lakes Advisors
Illinois
$1.03M -$11.4M -262,304 -90%
VIM
339
Vinva Investment Management
Australia
$992K -$42.5K -979 -4%
SAM
340
Silvercrest Asset Management
New York
$992K -$174K -4,012 -13%
ALMGDA
341
AG2R La Mondiale Gestion d'Actifs
France
$990K
CIP
342
Convergence Investment Partners
Florida
$975K +$1.16M +26,700 New
Envestnet Portfolio Solutions
343
Envestnet Portfolio Solutions
Illinois
$969K +$428K +9,855 +59%
AG
344
Ascent Group
Virginia
$934K +$111K +2,558 +11%
RWP
345
Ridgecrest Wealth Partners
California
$914K +$1.09M +25,030 New
VI
346
Versor Investments
New York
$909K +$1.08M +24,900 New
Jones Financial Companies
347
Jones Financial Companies
Missouri
$896K +$583K +13,439 +126%
Manulife (Manufacturers Life Insurance)
348
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$884K +$58.8K +1,355 +6%
SC
349
Syon Capital
California
$884K +$1.05M +24,205 New
BAMF
350
BI Asset Management Fondsmaeglerselskab
Denmark
$879K +$79.1K +1,823 +8%