648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
501
Wilmington Savings Fund Society
Delaware
$105K +$36.4K +1,097 +53%
CH
502
Canton Hathaway
Rhode Island
$102K
C
503
Covestor
United Kingdom
$100K +$862 +26 +0.9%
LS
504
Livforsakringsbolaget Skandia
Sweden
$96.1K
PA
505
Parallel Advisors
California
$89.3K +$42.6K +1,284 +91%
MCM
506
Manchester Capital Management
Vermont
$86.2K +$42.6K +1,285 +98%
HFM
507
Harvest Fund Management
China
$86K -$162K -4,851 -65%
WT
508
Whittier Trust
California
$85.4K +$6.63K +200 +8%
BWL
509
Bogart Wealth LLC
Virginia
$85.3K -$464 -14 -0.5%
EWA
510
EverSource Wealth Advisors
Alabama
$79.7K -$34.3K -1,033 -30%
RF
511
Roxbury Financial
New Jersey
$79.1K +$79.1K +2,050 New
A
512
AlphaQuest
New York
$68.9K -$4.64K -140 -6%
YAL
513
Your Advocates Ltd
Texas
$66.3K
PS
514
Principal Securities
Iowa
$64.5K
MCM
515
MAI Capital Management
Ohio
$63.2K +$21.9K +661 +53%
HNB
516
Huntington National Bank
Ohio
$61.1K +$31.8K +959 +109%
MA
517
Montag & Associates
Georgia
$56.5K +$52.2K +1,574 +1,211%
QL
518
Quarry LP
New York
$54.9K -$31.7K -956 -37%
SCM
519
Sterling Capital Management
North Carolina
$51.5K -$191K -5,765 -79%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$50K +$10.6K +320 +27%
LC
521
Lindbrook Capital
California
$50K +$21.2K +638 +74%
GTAM
522
Global Trust Asset Management
Florida
$49.8K -$3.32K -100 -6%
PWM
523
Proathlete Wealth Management
Florida
$49.8K +$49.8K +1,500 New
CA
524
CoreCap Advisors
Michigan
$49.3K -$78.8K -2,375 -62%
S
525
SignatureFD
Georgia
$48.8K +$33.9K +1,022 +227%