We are live on ! Find out more

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
OHIS
376
Oak Harvest Investment Services
Texas
$730K +$868K +20,000 New
EP
377
Edgestream Partners
New Jersey
$730K -$339K -7,820 -28%
VF
378
Virtu Financial
New York
$727K +$865K +19,926 New
GH
379
GAM Holding
Switzerland
$711K +$845K +19,463 New
PFG
380
Prosperity Financial Group
California
$704K +$38.7K +892 +5%
LAM
381
LECAP Asset Management
United Kingdom
$704K -$85.5K -1,970 -9%
CICI
382
Capital Investment Counsel Inc
North Carolina
$686K
VI
383
Vestcor Inc
New Brunswick, Canada
$685K +$480K +11,054 +144%
LFG
384
Larson Financial Group
Missouri
$684K +$93.3K +2,149 +13%
AI
385
Atria Investments
North Carolina
$677K -$253K -5,828 -24%
DT
386
Diversified Trust
Tennessee
$675K -$72.6K -1,673 -8%
STA
387
Summit Trail Advisors
New York
$674K +$591K +13,604 +281%
SPA
388
Sherbrooke Park Advisers
New York
$662K +$181K +4,171 +30%
IAA
389
Independent Advisor Alliance
North Carolina
$661K +$360K +8,290 +84%
IWM
390
IHT Wealth Management
Illinois
$659K -$23.4K -539 -3%
AC
391
Allstate Corporation
Illinois
$652K +$775K +17,856 New
LSA
392
Leonteq Securities AG
Switzerland
$645K +$535K +12,324 +231%
TWM
393
Trevian Wealth Management
Massachusetts
$638K
EOJOAM
394
E. Ohman J:or Asset Management
Sweden
$635K
BPA
395
Beacon Pointe Advisors
California
$633K +$753K +17,349 New
Credit Agricole
396
Credit Agricole
France
$630K +$750K +17,268 New
CCA
397
Cravens & Co Advisors
Tennessee
$621K +$57.1K +1,316 +8%
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$609K +$1.17K +27 +0.2%
GCM
399
Graham Capital Management
Connecticut
$609K -$2.18M -50,315 -75%
PCM
400
Prelude Capital Management
New York
$609K +$724K +16,681 New