740 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, 318 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
476
Concurrent Investment Advisors
Florida
$384K
RAM
477
Readystate Asset Management
Illinois
$380K
OPWM
478
Oxinas Partners Wealth Management
Indiana
$379K
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$378K
IC
480
Inscription Capital
Texas
$372K
KeyBank National Association
481
KeyBank National Association
Ohio
$372K
TA
482
TFB Advisors
Kansas
$371K
RCM
483
RMR Capital Management
California
$367K
RFA
484
Resurgent Financial Advisors
Georgia
$363K
UM
485
UniSuper Management
Australia
$363K
TVM
486
True Vision MN
Minnesota
$363K
PFS
487
Prospera Financial Services
Texas
$361K
CH
488
Canton Hathaway
Rhode Island
$359K
MFG
489
Merit Financial Group
Georgia
$353K
EGM
490
Engineers Gate Manager
New York
$350K
SI
491
Stonekeep Investments
New Mexico
$350K
BP
492
Ballentine Partners
Massachusetts
$348K
SFG
493
Seamount Financial Group
Colorado
$348K
BBHC
494
Brown Brothers Harriman & Co
New York
$346K
SAM
495
SP Asset Management
California
$346K
DAM
496
Delta Asset Management
Tennessee
$341K
VI
497
Vestcor Inc
New Brunswick, Canada
$341K
BF
498
BOK Financial
Oklahoma
$340K
GCS
499
Gordian Capital (Singapore)
Singapore
$339K
YMRC
500
Yorktown Management & Research Company
Virginia
$337K