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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
451
Catalyst Capital Advisors
New York
$462K +$469K +13,000 New
KeyBank National Association
452
KeyBank National Association
Ohio
$458K -$5.44K -151 -1%
Prudential Financial
453
Prudential Financial
New Jersey
$454K -$493K -13,685 -52%
BFS
454
Bradley Foster & Sargent
Connecticut
$453K -$121K -3,350 -21%
CA
455
Clearstead Advisors
Ohio
$452K -$96.2K -2,668 -17%
TFA
456
Trinity Financial Advisors
Ohio
$452K +$22.8K +632 +5%
KIA
457
Knollwood Investment Advisory
Maryland
$448K
BMSSC
458
B. Metzler seel. Sohn & Co
Germany
$445K +$23.5K +653 +5%
CP
459
Cumberland Partners
Ontario, Canada
$444K +$451K +12,500 New
CIG
460
Cascade Investment Group
Colorado
$443K +$29.8K +828 +7%
QI
461
Qtron Investments
Massachusetts
$436K
BA
462
Bridgewater Advisors
New York
$426K -$4.61K -128 -1%
WANY
463
Wealthspire Advisors (New York)
New York
$426K +$146K +4,061 +51%
EC
464
EntryPoint Capital
New York
$424K +$430K +11,932 New
KRSITF
465
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$422K
AAM
466
AR Asset Management
California
$419K
BWM
467
Bluebird Wealth Management
Massachusetts
$406K +$412K +11,440 New
AIA
468
AssuredPartners Investment Advisors
Florida
$403K -$29.9K -829 -7%
IFG
469
Independent Financial Group
California
$399K +$112K +3,103 +38%
CIA
470
Concurrent Investment Advisors
Florida
$399K +$405K +11,244 New
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$394K +$3.96K +110 +1%
CPIG
472
Chicago Partners Investment Group
Illinois
$392K -$23.5K -652 -5%
HWM
473
HB Wealth Management
Georgia
$389K +$104K +2,874 +36%
ETC
474
Exchange Traded Concepts
Oklahoma
$388K +$14.4K +399 +4%
TWM
475
Tortuga Wealth Management
California
$378K +$384K +10,650 New