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 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+87
Holders Change %
+13.41%
% 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
55
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NERM
526
New England Research & Management
Illinois
$270K +$270K +6,100 New
NL
527
NWAM LLC
Washington
$267K +$267K +5,492 New
AG
528
AlTi Global
New York
$264K +$264K +5,969 New
MIA
529
MeadowBrook Investment Advisors
Michigan
$262K -$67.1K -1,515 -20%
WCA
530
Westover Capital Advisors
Delaware
$258K +$258K +5,820 New
IA
531
IFG Advisory
Georgia
$257K +$257K +5,800 New
PSP
532
Principal Street Partners
Tennessee
$254K +$254K +5,724 New
CFO
533
Callan Family Office
Pennsylvania
$252K +$252K +5,695 New
SGAM
534
Smith Group Asset Management
Texas
$252K +$252K +5,685 New
YCM
535
Yousif Capital Management
Michigan
$252K -$16.9K -382 -6%
HCMT
536
Highland Capital Management (Tennessee)
Tennessee
$252K +$252K +5,683 New
PWM
537
Purus Wealth Management
California
$251K +$251K +5,672 New
PA
538
Parallel Advisors
California
$251K +$131K +2,966 +110%
SFA
539
Sequoia Financial Advisors
Ohio
$250K +$250K +5,641 New
WMP
540
Wealth Management Partners
Arizona
$247K +$247K +5,500 New
Walleye Capital
541
Walleye Capital
New York
$243K -$329K -7,435 -58%
Baird Financial Group
542
Baird Financial Group
Wisconsin
$243K -$174K -3,928 -42%
GWSG
543
GPS Wealth Strategies Group
Colorado
$242K
S
544
Sachetta
Massachusetts
$241K
SWM
545
SeaCrest Wealth Management
New York
$241K -$88.6K -2,000 -27%
PCIA
546
Prime Capital Investment Advisors
Kansas
$239K -$29.1K -657 -11%
NG
547
Norden Group
Utah
$237K +$237K +5,349 New
MGP
548
Metis Global Partners
California
$236K -$68.4K -1,544 -22%
SWM
549
Spire Wealth Management
Virginia
$235K +$202K +4,565 +609%
NSAM
550
North Star Asset Management
Wisconsin
$235K -$49.6K -1,120 -17%