736 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, 317 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+88
Holders Change %
+13.58%
% of All Funds
9.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
54
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
501
Aries Wealth Management
Maine
$333K -$6.64K -150 -2%
PDM
502
Penn Davis McFarland
Texas
$332K
BC
503
Bayforest Capital
United Kingdom
$332K -$1M -22,621 -75%
1WM
504
1858 Wealth Management
Ohio
$327K
GWM
505
Geneos Wealth Management
Colorado
$324K +$309K +6,969 +2,008%
PWM
506
Perigon Wealth Management
California
$321K +$321K +7,241 New
OTPPB
507
Ontario Teachers' Pension Plan Board
Ontario, Canada
$316K +$316K +7,140 New
WCM
508
Wallace Capital Management
Texas
$314K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$307K +$13.6K +306 +5%
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$306K +$531 +12 +0.2%
CAMG
511
CWA Asset Management Group
Florida
$302K
GKWIM
512
Gerber Kawasaki Wealth & Investment Management
California
$301K -$149K -3,370 -33%
PA
513
PharVision Advisers
Florida
$295K +$295K +6,662 New
HCA
514
Harbour Capital Advisors
Virginia
$289K +$289K +6,800 New
IWN
515
Independent Wealth Network
Iowa
$285K +$13.7K +309 +5%
GIA
516
Gladstone Institutional Advisory
Florida
$284K +$284K +6,406 New
FIM
517
Freedom Investment Management
Connecticut
$282K -$45.3K -1,024 -14%
IWC
518
Integrated Wealth Concepts
Massachusetts
$279K +$279K +6,291 New
SWP
519
Stratos Wealth Partners
Ohio
$277K -$26.9K -608 -9%
SFI
520
Siemens Fonds Invest
Germany
$276K +$80.8K +1,824 +41%
FWM
521
Focused Wealth Management
New York
$276K
FCM
522
FJ Capital Management
Virginia
$275K +$275K +6,214 New
Acadian Asset Management
523
Acadian Asset Management
Massachusetts
$275K +$275K +6,233 New
GIM
524
Glenmede Investment Management
Pennsylvania
$274K +$274K +6,193 New
OCBCO
525
Oversea-Chinese Banking Corp (OCBC)
Singapore
$271K