740 hedge funds and large institutions have $19.6B invested in Toast in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 318 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
376
&Partners
Tennessee
$902K
SW
377
SteelPeak Wealth
California
$898K
DT
378
Diversified Trust
Tennessee
$893K
HT
379
HAP Trading
New York
$870K
KAS
380
Kestra Advisory Services
Texas
$866K
NFSG
381
Newbridge Financial Services Group
Florida
$858K
CW
382
CreativeOne Wealth
Kansas
$850K
RWA
383
Redhawk Wealth Advisors
Minnesota
$843K
S
384
SignatureFD
Georgia
$838K
CICI
385
Capital Investment Counsel Inc
North Carolina
$833K
IWM
386
IHT Wealth Management
Illinois
$823K
CWM
387
CIBC World Markets
New York
$820K
PFG
388
Prosperity Financial Group
California
$815K
TWPM
389
Total Wealth Planning & Management
Florida
$814K
ICM
390
Intrepid Capital Management
Florida
$789K
DFCM
391
Dark Forest Capital Management
Puerto Rico
$784K
IGAM
392
iA Global Asset Management
Quebec, Canada
$776K
TWM
393
Trevian Wealth Management
Massachusetts
$774K
EOJOAM
394
E. Ohman J:or Asset Management
Sweden
$771K
CPIG
395
Chicago Partners Investment Group
Illinois
$752K
AS
396
Aware Super
Australia
$746K
CMF
397
Counterpoint Mutual Funds
California
$745K
Envestnet Portfolio Solutions
398
Envestnet Portfolio Solutions
Illinois
$740K
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$738K
LFG
400
Larson Financial Group
Missouri
$735K