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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
501
Prime Capital Investment Advisors
Kansas
$271K +$87.8K +2,023 +38%
1WM
502
1858 Wealth Management
Ohio
$269K
PS
503
Principal Securities
Iowa
$262K +$88K +2,027 +39%
JCM
504
Janney Capital Management
Pennsylvania
$261K +$310K +7,136 New
MWM
505
Moran Wealth Management
Florida
$261K +$310K +7,142 New
WCM
506
Wallace Capital Management
Texas
$259K
MGCM
507
Mane Global Capital Management
New York
$257K -$59M -1,359,603 -99%
Twin Tree Management
508
Twin Tree Management
Texas
$257K -$1.79M -41,236 -85%
BEI
509
Benjamin Edwards Inc
Missouri
$253K +$301K +6,934 New
CAMG
510
CWA Asset Management Group
Florida
$249K
Bank of Nova Scotia
511
Bank of Nova Scotia
Ontario, Canada
$249K -$41.1M -945,865 -99%
GKWIM
512
Gerber Kawasaki Wealth & Investment Management
California
$248K
NWAG
513
Net Worth Advisory Group
Utah
$241K +$287K +6,608 New
OPWM
514
Oxinas Partners Wealth Management
Indiana
$239K -$86.7K -1,998 -23%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$239K -$16.8K -386 -6%
AWM
516
Avior Wealth Management
Nebraska
$239K -$173K -3,991 -38%
SW
517
SMART Wealth
Nebraska
$238K +$283K +6,516 New
PWG
518
Portside Wealth Group
Utah
$236K +$281K +6,462 New
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$234K -$21.7K -499 -7%
GWSG
520
GPS Wealth Strategies Group
Colorado
$233K +$40.2K +927 +17%
HPC
521
HM Payson & Co
Maine
$232K -$21.7K -500 -7%
AF
522
Allworth Financial
California
$231K +$214K +4,932 +352%
LWAM
523
Legacy Wealth Asset Management
Minnesota
$230K +$274K +6,308 New
WMP
524
Wealth Management Partners
Arizona
$230K +$34.7K +800 +15%
NSAM
525
North Star Asset Management
Wisconsin
$230K +$43.4K +1,000 +19%