740 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, 318 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
501
Colonial Trust Advisors
South Carolina
$337K
OIA
502
OneDigital Investment Advisors
Kansas
$334K
AWM
503
Aries Wealth Management
Maine
$333K
PDM
504
Penn Davis McFarland
Texas
$332K
BC
505
Bayforest Capital
United Kingdom
$332K
1WM
506
1858 Wealth Management
Ohio
$327K
GWM
507
Geneos Wealth Management
Colorado
$324K
PWM
508
Perigon Wealth Management
California
$321K
OTPPB
509
Ontario Teachers' Pension Plan Board
Ontario, Canada
$316K
WCM
510
Wallace Capital Management
Texas
$314K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$307K
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$306K
HPC
513
HM Payson & Co
Maine
$303K
CAMG
514
CWA Asset Management Group
Florida
$302K
GKWIM
515
Gerber Kawasaki Wealth & Investment Management
California
$301K
PA
516
PharVision Advisers
Florida
$295K
HCA
517
Harbour Capital Advisors
Virginia
$289K
IWN
518
Independent Wealth Network
Iowa
$285K
GIA
519
Gladstone Institutional Advisory
Florida
$284K
FIM
520
Freedom Investment Management
Connecticut
$282K
IWC
521
Integrated Wealth Concepts
Massachusetts
$279K
SWP
522
Stratos Wealth Partners
Ohio
$277K
SFI
523
Siemens Fonds Invest
Germany
$276K
FWM
524
Focused Wealth Management
New York
$276K
FCM
525
FJ Capital Management
Virginia
$275K