648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
476
Morse Asset Management
Connecticut
$212K +$212K +6,395 New
DAS
477
Dynamic Advisor Solutions
Arizona
$208K +$208K +6,256 New
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$207K +$26.9K +897 +15%
FWM
479
Focused Wealth Management
New York
$206K
IWN
480
Independent Wealth Network
Iowa
$203K -$28.2K -850 -12%
OCBCO
481
Oversea-Chinese Banking Corp (OCBC)
Singapore
$203K +$203K +6,127 New
YCM
482
Yousif Capital Management
Michigan
$201K +$7K +211 +4%
PCIA
483
Prime Capital Investment Advisors
Kansas
$200K +$200K +6,043 New
UBP
484
Union Bancaire Privee
Switzerland
$199K +$199K +5,332 New
CIAM
485
Caitong International Asset Management
Hong Kong
$193K +$158K +4,755 +448%
GWSG
486
GPS Wealth Strategies Group
Colorado
$181K -$21.7K -655 -11%
S
487
Sachetta
Massachusetts
$181K
GCS
488
Gordian Capital (Singapore)
Singapore
$168K +$168K +5,000 New
CA
489
Crewe Advisors
Utah
$166K
AAM
490
Advisors Asset Management
Colorado
$147K +$9.98K +301 +7%
SFI
491
Siemens Fonds Invest
Germany
$147K +$147K +4,418 New
OAM
492
Ostrum Asset Management
France
$129K +$31.2K +942 +32%
GI
493
GAMMA Investing
California
$128K +$35.7K +1,077 +39%
MAM
494
Meeder Asset Management
Ohio
$128K +$123K +3,707 +2,522%
GC
495
Garde Capital
Washington
$126K +$14.9K +450 +13%
CCM
496
Coldstream Capital Management
Washington
$121K +$121K +3,649 New
OCM
497
Orion Capital Management
California
$116K
IWA
498
Icon Wealth Advisors
Texas
$115K -$118K -3,565 -51%
FFA
499
Farther Finance Advisors
California
$108K +$24.5K +716 +29%
C
500
Cliffwater
California
$106K