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 %
RIP
451
Reliant Investment Partners
North Carolina
$472K +$472K +10,665 New
PWM
452
Prentice Wealth Management
New York
$471K +$471K +10,645 New
SCA
453
STALEY CAPITAL ADVISERS
Pennsylvania
$469K
Jones Financial Companies
454
Jones Financial Companies
Missouri
$468K +$162K +3,690 +53%
AWM
455
Avior Wealth Management
Nebraska
$466K +$466K +10,526 New
LA
456
LVW Advisors
New York
$465K +$106K +2,393 +29%
MG
457
Marex Group
$465K +$465K +10,488 New
AA
458
ALPS Advisors
Colorado
$463K +$5.58K +126 +1%
WPC
459
Wedmont Private Capital
Pennsylvania
$456K -$12.6K -283 -3%
AWA
460
Arete Wealth Advisors
Illinois
$452K +$452K +10,216 New
SC
461
Savant Capital
Illinois
$449K +$15.9K +359 +4%
GA
462
GFS Advisors
Texas
$443K +$443K +10,000 New
FIA
463
FNY Investment Advisers
New York
$443K +$443K +10,013 New
HWAM
464
Hennion & Walsh Asset Management
New Jersey
$442K +$442K +9,970 New
TPI
465
Trust Point Inc
Wisconsin
$437K -$263K -5,927 -38%
IAA
466
Independent Advisor Alliance
North Carolina
$435K +$435K +9,826 New
PP
467
Prudential plc
United Kingdom
$421K
PMAM
468
Penn Mutual Asset Management
Pennsylvania
$411K +$411K +9,274 New
I
469
InceptionR
California
$395K +$395K +8,910 New
RWM
470
Ritholtz Wealth Management
New York
$394K +$394K +8,897 New
A
471
AlphaQuest
New York
$393K +$301K +6,792 +327%
CM
472
Castleark Management
Illinois
$389K -$208K -4,690 -35%
Capstone Investment Advisors
473
Capstone Investment Advisors
New York
$385K +$385K +8,696 New
CIA
474
Concurrent Investment Advisors
Florida
$384K -$626K -14,135 -62%
RAM
475
Readystate Asset Management
Illinois
$380K +$380K +8,571 New