731 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, 286 increasing their positions, 213 reducing their positions, and 119 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:

2.92% less ownership

Funds ownership: 89.01%86.09% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
731
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
AS
476
Aware Super
Australia
$301K
TVM
477
True Vision MN
Minnesota
$300K
UM
478
UniSuper Management
Australia
$299K
HWM
479
HB Wealth Management
Georgia
$295K
BF
480
BOK Financial
Oklahoma
$293K
RWM
481
Ritholtz Wealth Management
New York
$291K
WANY
482
Wealthspire Advisors (New York)
New York
$289K
PA
483
Parallel Advisors
California
$289K
BP
484
Ballentine Partners
Massachusetts
$286K
BBHC
485
Brown Brothers Harriman & Co
New York
$286K
SAM
486
SP Asset Management
California
$285K
SI
487
Stonekeep Investments
New Mexico
$283K
Lazard Asset Management
488
Lazard Asset Management
New York
$282K
DAM
489
Delta Asset Management
Tennessee
$281K
CTA
490
Colonial Trust Advisors
South Carolina
$281K
YMRC
491
Yorktown Management & Research Company
Virginia
$277K
AWM
492
Aries Wealth Management
Maine
$274K
PDM
493
Penn Davis McFarland
Texas
$274K
S
494
SignatureFD
Georgia
$273K
AWA
495
Arkadios Wealth Advisors
Georgia
$271K
SAM
496
Secure Asset Management
Michigan
$271K
PCIA
497
Prime Capital Investment Advisors
Kansas
$271K
1WM
498
1858 Wealth Management
Ohio
$269K
PS
499
Principal Securities
Iowa
$262K
JCM
500
Janney Capital Management
Pennsylvania
$261K