736 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, 317 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+88
Holders Change %
+13.58%
% of All Funds
9.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
54
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
476
Oxinas Partners Wealth Management
Indiana
$379K -$4.39K -99 -1%
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$378K -$8.95K -202 -2%
IC
478
Inscription Capital
Texas
$372K +$372K +8,404 New
KeyBank National Association
479
KeyBank National Association
Ohio
$372K +$372K +8,394 New
TA
480
TFB Advisors
Kansas
$371K +$371K +8,383 New
RCM
481
RMR Capital Management
California
$367K
RFA
482
Resurgent Financial Advisors
Georgia
$363K +$363K +8,203 New
UM
483
UniSuper Management
Australia
$363K +$31K +700 +9%
TVM
484
True Vision MN
Minnesota
$363K +$12.6K +285 +4%
PFS
485
Prospera Financial Services
Texas
$361K +$361K +8,143 New
CH
486
Canton Hathaway
Rhode Island
$359K +$222K +5,023 +163%
MFG
487
Merit Financial Group
Georgia
$353K +$3.94K +89 +1%
EGM
488
Engineers Gate Manager
New York
$350K -$10.6M -240,278 -97%
SI
489
Stonekeep Investments
New Mexico
$350K +$4.56K +103 +1%
BP
490
Ballentine Partners
Massachusetts
$348K +$42.4K +957 +14%
SFG
491
Seamount Financial Group
Colorado
$348K +$348K +7,858 New
BBHC
492
Brown Brothers Harriman & Co
New York
$346K
SAM
493
SP Asset Management
California
$346K
DAM
494
Delta Asset Management
Tennessee
$341K
VI
495
Vestcor Inc
New Brunswick, Canada
$341K -$2.84K -64 -0.8%
BF
496
BOK Financial
Oklahoma
$340K +$339K +7,651 +28,337%
GCS
497
Gordian Capital (Singapore)
Singapore
$339K +$117K +2,650 +53%
YMRC
498
Yorktown Management & Research Company
Virginia
$337K
CTA
499
Colonial Trust Advisors
South Carolina
$337K +$22.1K +500 +7%
OIA
500
OneDigital Investment Advisors
Kansas
$334K +$334K +7,538 New