726 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, 284 increasing their positions, 211 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:

3.14% less ownership

Funds ownership: 89.01%85.87% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.63B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
726
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
UM
476
UniSuper Management
Australia
$299K
HWM
477
HB Wealth Management
Georgia
$295K
BF
478
BOK Financial
Oklahoma
$293K
RWM
479
Ritholtz Wealth Management
New York
$291K
WANY
480
Wealthspire Advisors (New York)
New York
$289K
PA
481
Parallel Advisors
California
$289K
BP
482
Ballentine Partners
Massachusetts
$286K
BBHC
483
Brown Brothers Harriman & Co
New York
$286K
SAM
484
SP Asset Management
California
$285K
SI
485
Stonekeep Investments
New Mexico
$283K
Lazard Asset Management
486
Lazard Asset Management
New York
$282K
DAM
487
Delta Asset Management
Tennessee
$281K
CTA
488
Colonial Trust Advisors
South Carolina
$281K
YMRC
489
Yorktown Management & Research Company
Virginia
$277K
AWM
490
Aries Wealth Management
Maine
$274K
PDM
491
Penn Davis McFarland
Texas
$274K
S
492
SignatureFD
Georgia
$273K
AWA
493
Arkadios Wealth Advisors
Georgia
$271K
SAM
494
Secure Asset Management
Michigan
$271K
PCIA
495
Prime Capital Investment Advisors
Kansas
$271K
1WM
496
1858 Wealth Management
Ohio
$269K
PS
497
Principal Securities
Iowa
$262K
JCM
498
Janney Capital Management
Pennsylvania
$261K
MWM
499
Moran Wealth Management
Florida
$261K
WCM
500
Wallace Capital Management
Texas
$259K