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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
526
TCW Group
California
$277K +$281K +7,793 New
DAM
527
Delta Asset Management
Tennessee
$273K
YMRC
528
Yorktown Management & Research Company
Virginia
$270K
BP
529
Ballentine Partners
Massachusetts
$268K -$10.2K -283 -4%
AWM
530
Aries Wealth Management
Maine
$267K
PDM
531
Penn Davis McFarland
Texas
$266K
CCIA
532
Cherry Creek Investment Advisors
Colorado
$265K +$269K +7,470 New
PCIA
533
Prime Capital Investment Advisors
Kansas
$264K +$505 +14 +0.2%
MCC
534
Malaga Cove Capital
California
$263K +$267K +7,411 New
SWP
535
Stratos Wealth Partners
Ohio
$259K -$35.7K -990 -12%
PA
536
Parallel Advisors
California
$258K -$23.8K -660 -8%
AWM
537
Avior Wealth Management
Nebraska
$251K +$19.2K +533 +8%
SI
538
Stonekeep Investments
New Mexico
$249K -$27K -750 -10%
MFS
539
Mirabella Financial Services
United Kingdom
$248K +$53.4K +1,480 +27%
CAMG
540
CWA Asset Management Group
Florida
$243K +$1.19K +33 +0.5%
PFBT
541
Parkside Financial Bank & Trust
Missouri
$242K +$10.3K +285 +4%
BC
542
Bridgefront Capital
Texas
$240K +$244K +6,767 New
HPC
543
HM Payson & Co
Maine
$239K +$14.1K +392 +6%
I
544
InceptionR
California
$238K +$242K +6,700 New
TRCT
545
Tower Research Capital (TRC)
New York
$236K +$156K +4,319 +185%
OPWM
546
Oxinas Partners Wealth Management
Indiana
$233K
ITFISA
547
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$231K -$555K -15,400 -70%
MLL
548
Moody Lynn & Lieberson
Massachusetts
$229K +$233K +6,461 New
AWA
549
Arkadios Wealth Advisors
Georgia
$229K -$35.4K -982 -13%
CTA
550
Colonial Trust Advisors
South Carolina
$229K -$45.1K -1,250 -16%