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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
476
J. Safra Sarasin Holding
$377K -$2.52M -69,802 -87%
SCA
477
STALEY CAPITAL ADVISERS
Pennsylvania
$376K
LSA
478
Leonteq Securities AG
Switzerland
$374K -$257K -7,126 -40%
TPI
479
Trust Point Inc
Wisconsin
$372K -$7.53K -209 -2%
BWM
480
Blossom Wealth Management
California
$369K +$375K +10,400 New
AWM
481
Arista Wealth Management
Nevada
$367K +$372K +10,331 New
BEI
482
Benjamin Edwards Inc
Missouri
$365K +$121K +3,349 +48%
GCM
483
Graham Capital Management
Connecticut
$365K -$231K -6,412 -38%
CIC
484
Carnegie Investment Counsel
Ohio
$362K -$7.94M -220,280 -96%
LA
485
LVW Advisors
New York
$356K +$5.3K +147 +1%
National Bank of Canada
486
National Bank of Canada
Quebec, Canada
$354K +$225K +6,245 +168%
FFM
487
Forum Financial Management
Illinois
$351K -$16.8K -466 -5%
SFG
488
Seamount Financial Group
Colorado
$351K
WPC
489
Wedmont Private Capital
Pennsylvania
$347K -$50.8K -1,410 -13%
JCM
490
Janney Capital Management
Pennsylvania
$347K +$95.3K +2,643 +37%
DCM
491
DGS Capital Management
New Jersey
$341K -$1.95K -54 -0.6%
C
492
Cliffwater
California
$341K +$184K +5,115 +114%
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$340K +$281K +7,786 +434%
RCG
494
Regatta Capital Group
California
$339K -$18.4K -510 -5%
S
495
SignatureFD
Georgia
$338K +$73.7K +2,044 +27%
PP
496
Prudential plc
United Kingdom
$337K
BCM
497
Bayesian Capital Management
New York
$337K +$342K +9,500 New
MFA
498
Mayflower Financial Advisors
Massachusetts
$336K +$1.95K +54 +0.6%
TVM
499
True Vision MN
Minnesota
$325K +$33.9K +941 +11%
NG
500
Norden Group
Utah
$319K -$32.5K -902 -9%