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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
401
Rakuten Investment Management
Japan
$710K -$217K -6,021 -24%
IMRF
402
Illinois Municipal Retirement Fund
Illinois
$703K -$872K -24,188 -55%
WSC
403
Wellington Shields & Co
New York
$700K +$710K +19,700 New
WSCM
404
Wellington Shields Capital Management
New York
$689K +$699K +19,400 New
EI
405
Ethic Inc
New York
$687K -$139K -3,844 -17%
Lazard Asset Management
406
Lazard Asset Management
New York
$660K +$391K +10,852 +140%
ICM
407
Intrepid Capital Management
Florida
$634K +$43.3K +1,200 +7%
CICI
408
Capital Investment Counsel Inc
North Carolina
$632K -$36K -1,000 -5%
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$628K +$637K +17,680 New
BIG
410
Brookwood Investment Group
Arizona
$625K +$635K +17,614 New
TWM
411
Trevian Wealth Management
Massachusetts
$621K
EOJOAM
412
E. Ohman J:or Asset Management
Sweden
$618K
LFS
413
Lighthouse Financial Services
California
$598K +$608K +16,853 New
IWM
414
IHT Wealth Management
Illinois
$594K -$46.5K -1,289 -7%
EC
415
Enhancing Capital
Pennsylvania
$589K +$598K +16,575 New
Wellington Management Group
416
Wellington Management Group
Massachusetts
$584K -$6.56M -181,912 -92%
P8IP
417
Pier 88 Investment Partners
California
$583K +$112K +3,120 +23%
ACA
418
American Capital Advisory
Idaho
$580K -$10.1K -279 -2%
LOAMS
419
Lombard Odier Asset Management (Switzerland)
Switzerland
$578K
AGWCA
420
Annis Gardner Whiting Capital Advisors
Florida
$577K
GH
421
GAM Holding
Switzerland
$573K -$120K -3,332 -17%
CWM
422
CIBC World Markets
New York
$566K +$574K +15,927 New
NDSIB
423
North Dakota State Investment Board
North Dakota
$565K +$574K +15,914 New
PA
424
Pinnacle Associates
New York
$564K +$7.21K +200 +1%
EWA
425
EP Wealth Advisors
California
$563K +$572K +15,862 New