740 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, 318 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: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
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
HIA
451
Harbor Investment Advisory
Maryland
$482K
UBP
452
Union Bancaire Privee
Switzerland
$476K
RIP
453
Reliant Investment Partners
North Carolina
$472K
PWM
454
Prentice Wealth Management
New York
$471K
SCA
455
STALEY CAPITAL ADVISERS
Pennsylvania
$469K
Jones Financial Companies
456
Jones Financial Companies
Missouri
$468K
AWM
457
Avior Wealth Management
Nebraska
$466K
LA
458
LVW Advisors
New York
$465K
MG
459
Marex Group
$465K
AA
460
ALPS Advisors
Colorado
$463K
WPC
461
Wedmont Private Capital
Pennsylvania
$456K
AWA
462
Arete Wealth Advisors
Illinois
$452K
SC
463
Savant Capital
Illinois
$449K
GA
464
GFS Advisors
Texas
$443K
FIA
465
FNY Investment Advisers
New York
$443K
HWAM
466
Hennion & Walsh Asset Management
New Jersey
$442K
TPI
467
Trust Point Inc
Wisconsin
$437K
IAA
468
Independent Advisor Alliance
North Carolina
$435K
PP
469
Prudential plc
United Kingdom
$421K
PMAM
470
Penn Mutual Asset Management
Pennsylvania
$411K
I
471
InceptionR
California
$395K
RWM
472
Ritholtz Wealth Management
New York
$394K
A
473
AlphaQuest
New York
$393K
CM
474
Castleark Management
Illinois
$389K
Capstone Investment Advisors
475
Capstone Investment Advisors
New York
$385K