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 %
MMA
426
Mizuho Markets Americas
New York
$321K -$4.02M -121,079 -93%
ASN
427
Advisory Services Network
Georgia
$317K +$133K +4,024 +73%
PP
428
Prudential plc
United Kingdom
$315K
MF
429
Magnetar Financial
Illinois
$314K +$314K +9,470 New
Baird Financial Group
430
Baird Financial Group
Wisconsin
$312K +$23.9K +720 +8%
VI
431
Versor Investments
New York
$305K +$305K +9,200 New
PWM
432
Prosperity Wealth Management
California
$291K -$663 -20 -0.2%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$290K +$125K +3,777 +76%
OPWM
434
Oxinas Partners Wealth Management
Indiana
$287K -$206K -6,200 -42%
AWM
435
Angeles Wealth Management
California
$285K +$285K +8,590 New
RCM
436
RMR Capital Management
California
$275K +$275K +8,291 New
CF
437
Corebridge Financial
Texas
$273K -$4.48K -135 -2%
LA
438
LVW Advisors
New York
$269K +$498 +15 +0.2%
BCI
439
Brinker Capital Investments
Pennsylvania
$266K +$76.4K +2,303 +40%
OPS
440
Orion Portfolio Solutions
Nebraska
$266K +$76.4K +2,303 +40%
TVM
441
True Vision MN
Minnesota
$262K +$8.13K +245 +3%
MFG
442
Merit Financial Group
Georgia
$262K +$49.2K +1,483 +23%
BBHC
443
Brown Brothers Harriman & Co
New York
$259K
SAM
444
SP Asset Management
California
$259K
SI
445
Stonekeep Investments
New Mexico
$258K +$9.85K +297 +4%
PWPS
446
Pinnacle Wealth Planning Services
Ohio
$258K +$3.91K +118 +2%
VI
447
Vestcor Inc
New Brunswick, Canada
$257K +$861 +26 +0.3%
DAM
448
Delta Asset Management
Tennessee
$255K
AWM
449
Aries Wealth Management
Maine
$254K
YMRC
450
Yorktown Management & Research Company
Virginia
$252K +$252K +7,600 New