736 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, 317 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+88
Holders Change %
+13.58%
% of All Funds
9.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
54
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
401
Cravens & Co Advisors
Tennessee
$695K -$15.6K -353 -2%
CA
402
Clearstead Advisors
Ohio
$694K -$3.72K -84 -0.5%
AAS
403
Avantax Advisory Services
Texas
$691K +$256K +5,783 +59%
AIM
404
Aigen Investment Management
New York
$685K +$685K +15,467 New
AFG
405
Atomi Financial Group
New York
$669K +$78.3K +1,768 +13%
DPW
406
DiNuzzo Private Wealth
Pennsylvania
$666K +$665K +15,018 +62,575%
BMD
407
Better Money Decisions
New Mexico
$665K -$61.2K -1,382 -8%
LOAMS
408
Lombard Odier Asset Management (Switzerland)
Switzerland
$655K +$154K +3,470 +31%
SAM
409
S.A. Mason
Michigan
$652K +$35.9K +810 +6%
PAG
410
Private Advisor Group
New Jersey
$631K -$720K -16,258 -53%
Cambridge Investment Research Advisors
411
Cambridge Investment Research Advisors
Iowa
$625K -$57.5K -1,299 -8%
MF
412
Magnetar Financial
Illinois
$622K +$202K +4,568 +48%
BA
413
Bridgewater Advisors
New York
$620K +$2.81K +58 +0.5%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$620K +$108K +2,438 +21%
SCA
415
Snowden Capital Advisors
New York
$619K +$619K +13,983 New
SPA
416
Sherbrooke Park Advisers
New York
$618K -$68.7K -1,551 -10%
SSWM
417
Sheets Smith Wealth Management
North Carolina
$617K
IMC
418
Investment Management Corporation
Virginia
$614K +$9.43K +213 +2%
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
$605K
MFG
420
Menard Financial Group
Texas
$600K -$7.66K -173 -1%
ACA
421
American Capital Advisory
Idaho
$590K -$2.97K -67 -0.5%
KP
422
Keel Point
Alabama
$581K +$29.8K +672 +5%
WC
423
Wynn Capital
Georgia
$581K +$5.09K +115 +0.9%
ECM
424
Everence Capital Management
Indiana
$579K
FAIM
425
Financial Advocates Investment Management
Washington
$576K +$7.53K +170 +1%