718 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$628M
Puts
$502M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
476
Wealthspire Advisors (New York)
New York
$289K
PA
477
Parallel Advisors
California
$289K
BP
478
Ballentine Partners
Massachusetts
$286K
BBHC
479
Brown Brothers Harriman & Co
New York
$286K
SAM
480
SP Asset Management
California
$285K
SI
481
Stonekeep Investments
New Mexico
$283K
Lazard Asset Management
482
Lazard Asset Management
New York
$282K
DAM
483
Delta Asset Management
Tennessee
$281K
CTA
484
Colonial Trust Advisors
South Carolina
$281K
YMRC
485
Yorktown Management & Research Company
Virginia
$277K
AWM
486
Aries Wealth Management
Maine
$274K
PDM
487
Penn Davis McFarland
Texas
$274K
S
488
SignatureFD
Georgia
$273K
AWA
489
Arkadios Wealth Advisors
Georgia
$271K
SAM
490
Secure Asset Management
Michigan
$271K
PCIA
491
Prime Capital Investment Advisors
Kansas
$271K
1WM
492
1858 Wealth Management
Ohio
$269K
PS
493
Principal Securities
Iowa
$262K
JCM
494
Janney Capital Management
Pennsylvania
$261K
MWM
495
Moran Wealth Management
Florida
$261K
WCM
496
Wallace Capital Management
Texas
$259K
MGCM
497
Mane Global Capital Management
New York
$257K
Twin Tree Management
498
Twin Tree Management
Texas
$257K
BEI
499
Benjamin Edwards Inc
Missouri
$253K
CAMG
500
CWA Asset Management Group
Florida
$249K