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
SWM
551
Spire Wealth Management
Virginia
$139K
HNB
552
Huntington National Bank
Ohio
$137K
DJSG
553
D.J. St. Germain
Massachusetts
$137K
National Bank of Canada
554
National Bank of Canada
Quebec, Canada
$136K
EWA
555
EverSource Wealth Advisors
Alabama
$120K
FAM
556
Fulcrum Asset Management
United Kingdom
$113K
MCM
557
MAI Capital Management
Ohio
$109K
IWA
558
Icon Wealth Advisors
Texas
$107K
LS
559
Livforsakringsbolaget Skandia
Sweden
$106K
QL
560
Quarry LP
New York
$101K
WT
561
Whittier Trust
California
$97.8K
SS
562
SBI Securities
Japan
$96.3K
MCM
563
Manchester Capital Management
Vermont
$95.1K
BWL
564
Bogart Wealth LLC
Virginia
$95K
OIAM
565
OFI Invest Asset Management
France
$91.8K
OCM
566
Orion Capital Management
California
$91.3K
1IA
567
1620 Investment Advisors
Massachusetts
$90K
Mirae Asset Global Investments
568
Mirae Asset Global Investments
South Korea
$87.7K
YAL
569
Your Advocates Ltd
Texas
$87.6K
TRCT
570
Tower Research Capital (TRC)
New York
$85.2K
HWA
571
Heritage Wealth Advisors
Virginia
$80.3K
LI
572
LRI Investments
Florida
$79.3K
RF
573
Roxbury Financial
New Jersey
$76.1K
TPCW
574
TD Private Client Wealth
New York
$74.9K
PPC
575
Park Place Capital
Alabama
$71.1K