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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UBP
451
Union Bancaire Privee
Switzerland
$403K -$16.4K -377 -3%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$401K +$106K +2,453 +29%
Hudson Bay Capital Management
453
Hudson Bay Capital Management
Connecticut
$399K -$6.18M -142,299 -93%
National Pension Service
454
National Pension Service
South Korea
$390K +$464K +10,689 New
TPI
455
Trust Point Inc
Wisconsin
$390K +$35.5K +817 +8%
SCA
456
STALEY CAPITAL ADVISERS
Pennsylvania
$387K
ETC
457
Exchange Traded Concepts
Oklahoma
$385K -$6.15M -141,774 -93%
WAM
458
Weiss Asset Management
Massachusetts
$381K -$106K -2,446 -19%
FFM
459
Forum Financial Management
Illinois
$378K +$246K +5,665 +121%
FM
460
Freemont Management
Switzerland
$376K -$3.37M -77,700 -88%
CG
461
Caprock Group
Idaho
$370K +$356K +8,201 New
RCG
462
Regatta Capital Group
California
$367K -$84K -1,935 -16%
GA
463
GFS Advisors
Texas
$365K
Walleye Capital
464
Walleye Capital
New York
$362K +$192K +4,423 +81%
LA
465
LVW Advisors
New York
$361K -$26.9K -620 -6%
NG
466
Norden Group
Utah
$361K +$197K +4,530 +85%
SFG
467
Seamount Financial Group
Colorado
$360K +$87.5K +2,015 +26%
PA
468
PharVision Advisers
Florida
$359K +$138K +3,171 +48%
PI
469
PFG Investments
New York
$358K +$425K +9,793 New
Balyasny Asset Management
470
Balyasny Asset Management
Illinois
$357K -$38.3M -882,500 -99%
HIA
471
Harbor Investment Advisory
Maryland
$354K -$51.7K -1,190 -11%
DCM
472
DGS Capital Management
New Jersey
$353K +$2.52K +58 +0.6%
PP
473
Prudential plc
United Kingdom
$347K
MFA
474
Mayflower Financial Advisors
Massachusetts
$343K -$136K -3,136 -25%
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$332K +$395K +9,095 New