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
CICI
376
Capital Investment Counsel Inc
North Carolina
$686K
VI
377
Vestcor Inc
New Brunswick, Canada
$685K
LFG
378
Larson Financial Group
Missouri
$684K
AI
379
Atria Investments
North Carolina
$677K
DT
380
Diversified Trust
Tennessee
$675K
STA
381
Summit Trail Advisors
New York
$674K
SPA
382
Sherbrooke Park Advisers
New York
$662K
IAA
383
Independent Advisor Alliance
North Carolina
$661K
IWM
384
IHT Wealth Management
Illinois
$659K
AC
385
Allstate Corporation
Illinois
$652K
TWM
386
Trevian Wealth Management
Massachusetts
$638K
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$635K
BPA
388
Beacon Pointe Advisors
California
$633K
Credit Agricole
389
Credit Agricole
France
$630K
CCA
390
Cravens & Co Advisors
Tennessee
$621K
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$609K
GCM
392
Graham Capital Management
Connecticut
$609K
PCM
393
Prelude Capital Management
New York
$609K
ICM
394
Intrepid Capital Management
Florida
$608K
ACA
395
American Capital Advisory
Idaho
$607K
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$603K
LOAMS
397
Lombard Odier Asset Management (Switzerland)
Switzerland
$594K
AGWCA
398
Annis Gardner Whiting Capital Advisors
Florida
$594K
ASN
399
Advisory Services Network
Georgia
$593K
BFS
400
Bradley Foster & Sargent
Connecticut
$588K