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
CWM
526
Connecticut Wealth Management
Connecticut
$216K
VFA
527
Valeo Financial Advisors
Indiana
$216K
A
528
AlphaQuest
New York
$215K
YCM
529
Yousif Capital Management
Michigan
$215K
WCA
530
Westover Capital Advisors
Delaware
$210K
GIM
531
Glenmede Investment Management
Pennsylvania
$207K
GWM
532
GDS Wealth Management
Texas
$207K
AC
533
AXQ Capital
New Jersey
$206K
GWMR
534
GC Wealth Management RIA
Massachusetts
$205K
CCM
535
Coldstream Capital Management
Washington
$203K
IWN
536
Independent Wealth Network
Iowa
$202K
Baird Financial Group
537
Baird Financial Group
Wisconsin
$202K
MFS
538
Mirabella Financial Services
United Kingdom
$201K
S
539
Sachetta
Massachusetts
$199K
Group One Trading
540
Group One Trading
Illinois
$188K
MAM
541
Meeder Asset Management
Ohio
$187K
CA
542
Crewe Advisors
Utah
$183K
FFA
543
Farther Finance Advisors
California
$179K
ERSOT
544
Employees Retirement System of Texas
Texas
$176K
New York State Teachers Retirement System (NYSTRS)
545
New York State Teachers Retirement System (NYSTRS)
New York
$174K
C
546
Cliffwater
California
$163K
C
547
Covestor
United Kingdom
$163K
AAM
548
Advisors Asset Management
Colorado
$149K
GI
549
GAMMA Investing
California
$148K
SAM
550
Shell Asset Management
Netherlands
$142K