718 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, 278 increasing their positions, 210 reducing their positions, and 116 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:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
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
Bank of Nova Scotia
501
Bank of Nova Scotia
Ontario, Canada
$249K
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$248K
NWAG
503
Net Worth Advisory Group
Utah
$241K
OPWM
504
Oxinas Partners Wealth Management
Indiana
$239K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$239K
AWM
506
Avior Wealth Management
Nebraska
$239K
SW
507
SMART Wealth
Nebraska
$238K
PWG
508
Portside Wealth Group
Utah
$236K
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$234K
GWSG
510
GPS Wealth Strategies Group
Colorado
$233K
HPC
511
HM Payson & Co
Maine
$232K
LWAM
512
Legacy Wealth Asset Management
Minnesota
$230K
WMP
513
Wealth Management Partners
Arizona
$230K
NSAM
514
North Star Asset Management
Wisconsin
$230K
SFI
515
Siemens Fonds Invest
Germany
$228K
GWM
516
Geneos Wealth Management
Colorado
$226K
SRL
517
Scientech Research LLC
New Jersey
$223K
MIA
518
MeadowBrook Investment Advisors
Michigan
$222K
ACM
519
Aster Capital Management
United Arab Emirates
$222K
SFA
520
Sequoia Financial Advisors
Ohio
$221K
MFG
521
Merit Financial Group
Georgia
$220K
PWM
522
Purus Wealth Management
California
$219K
VCP
523
Verus Capital Partners
Arizona
$218K
AG
524
AlTi Global
New York
$218K
FIA
525
Foundations Investment Advisors
Arizona
$217K