648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
351
CIBC World Markets
New York
$604K +$16.1K +485 +3%
PFG
352
Prosperity Financial Group
California
$604K +$604K +18,217 New
IGAM
353
iA Global Asset Management
Quebec, Canada
$593K +$117K +3,522 +25%
ICM
354
Intrepid Capital Management
Florida
$583K
NA
355
NewEdge Advisors
Louisiana
$578K +$543K +16,379 +1,555%
EOJOAM
356
E. Ohman J:or Asset Management
Sweden
$577K
IWM
357
IHT Wealth Management
Illinois
$571K -$147K -4,420 -20%
AS
358
Aware Super
Australia
$559K
Credit Agricole
359
Credit Agricole
France
$558K +$2.99K +90 +0.5%
BMD
360
Better Money Decisions
New Mexico
$544K +$544K +16,403 New
EI
361
Ellevest Inc
New York
$543K -$161K -4,839 -23%
LFG
362
Larson Financial Group
Missouri
$540K +$67.6K +2,037 +14%
BFS
363
Bradley Foster & Sargent
Connecticut
$539K +$85.5K +2,579 +19%
CCA
364
Cravens & Co Advisors
Tennessee
$533K -$24.5K -739 -4%
CC
365
Chicago Capital
Illinois
$531K +$242K +7,306 +84%
TPI
366
Trust Point Inc
Wisconsin
$524K -$52.9K -1,594 -9%
CA
367
Clearstead Advisors
Ohio
$523K +$829 +25 +0.2%
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$515K -$147K -4,434 -22%
SPA
369
Sherbrooke Park Advisers
New York
$514K +$514K +15,501 New
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$513K -$2.93M -88,361 -85%
Cambridge Investment Research Advisors
371
Cambridge Investment Research Advisors
Iowa
$511K +$76K +2,294 +17%
SW
372
SteelPeak Wealth
California
$507K +$507K +15,270 New
TCM
373
Triumph Capital Management
Colorado
$500K +$55K +1,658 +12%
AV
374
ASR Vermogensbeheer
Netherlands
$497K +$497K +14,995 New
IA
375
IFP Advisors
Florida
$486K +$154K +4,639 +46%