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 %
TFA
401
Trinity Financial Advisors
Ohio
$405K -$6.14K -188 -1%
PNC Financial Services Group
402
PNC Financial Services Group
Pennsylvania
$397K +$165K +4,989 +71%
AAM
403
AR Asset Management
California
$391K
Janus Henderson Group
404
Janus Henderson Group
United Kingdom
$386K
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$383K +$193K +5,813 +101%
JG
406
Jain Global
New York
$381K -$2.69M -81,116 -88%
WWM
407
Western Wealth Management
Colorado
$381K +$381K +11,498 New
PA
408
Pinnacle Associates
New York
$377K +$166 +5 +0%
LOAMS
409
Lombard Odier Asset Management (Switzerland)
Switzerland
$375K +$375K +11,314 New
RIM
410
Rakuten Investment Management
Japan
$371K +$371K +11,047 New
SMA
411
Seven Mile Advisory
New Jersey
$367K +$1.99K +60 +0.5%
P
412
&Partners
Tennessee
$361K -$35.6K -1,055 -9%
Lido Advisors
413
Lido Advisors
California
$360K +$360K +10,857 New
WPC
414
Wedmont Private Capital
Pennsylvania
$358K +$358K +10,506 New
HWM
415
HB Wealth Management
Georgia
$357K +$357K +10,752 New
SCA
416
STALEY CAPITAL ADVISERS
Pennsylvania
$352K
CIG
417
Cascade Investment Group
Colorado
$349K -$332 -10 -0.1%
Vontobel Holding
418
Vontobel Holding
Switzerland
$349K -$111K -3,333 -24%
AA
419
ALPS Advisors
Colorado
$342K +$342K +10,320 New
GKWIM
420
Gerber Kawasaki Wealth & Investment Management
California
$337K
LJAC
421
L.J. Altfest & Co
New York
$337K -$228K -6,884 -40%
Corient Private Wealth
422
Corient Private Wealth
Florida
$334K -$26.1K -787 -7%
MFA
423
Mayflower Financial Advisors
Massachusetts
$331K +$2.79K +84 +0.8%
AAS
424
Avantax Advisory Services
Texas
$326K +$27.8K +839 +9%
SC
425
Savant Capital
Illinois
$325K +$14.1K +424 +5%