742 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, 320 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 651742 (+91)

4.11% more ownership

Funds ownership: 84.9%89.01% (+4.1%)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KP
426
Keel Point
Alabama
$581K
WC
427
Wynn Capital
Georgia
$581K
ECM
428
Everence Capital Management
Indiana
$579K
FAIM
429
Financial Advocates Investment Management
Washington
$576K
DIM
430
DC Investments Management
Virginia
$571K
WAM
431
Weiss Asset Management
Massachusetts
$570K
Wellington Management Group
432
Wellington Management Group
Massachusetts
$568K
SA
433
Sanctuary Advisors
Indiana
$566K
AIA
434
AssuredPartners Investment Advisors
Florida
$562K
SRL
435
Scientech Research LLC
New Jersey
$558K
TCM
436
Triumph Capital Management
Colorado
$555K
MFA
437
Mayflower Financial Advisors
Massachusetts
$555K
ASN
438
Advisory Services Network
Georgia
$549K
SMA
439
Seven Mile Advisory
New Jersey
$545K
QI
440
Qtron Investments
Massachusetts
$544K
JFG
441
Jefferies Financial Group
New York
$531K
RCG
442
Regatta Capital Group
California
$531K
AAM
443
AR Asset Management
California
$523K
TFA
444
Trinity Financial Advisors
Ohio
$523K
CIG
445
Cascade Investment Group
Colorado
$510K
Bank Julius Baer & Co
446
Bank Julius Baer & Co
Switzerland
$506K
Vontobel Holding
447
Vontobel Holding
Switzerland
$499K
BFG
448
Bleakley Financial Group
New Jersey
$495K
PA
449
Pinnacle Associates
New York
$490K
Lido Advisors
450
Lido Advisors
California
$489K