648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
551
Geneos Wealth Management
Colorado
$18.7K +$14.5K +268 +339%
AW
552
Avion Wealth
Texas
$18K
TRCT
553
Tower Research Capital (TRC)
New York
$17.8K -$128K -3,874 -88%
QC
554
Quent Capital
New York
$17.1K
AA
555
Ancora Advisors
Ohio
$17K
BOJHT
556
Bank of Jackson Hole Trust
Wyoming
$16.6K +$16.6K +430 New
GM
557
GeoWealth Management
Illinois
$16.3K +$3.75K +113 +30%
TPCW
558
TD Private Client Wealth
New York
$16.1K +$464 +14 +3%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$16.1K +$12.4K +375 +341%
ST
560
Smithfield Trust
Pennsylvania
$16K +$16K +492 New
PA
561
PSI Advisors
Florida
$13.9K
BCMLT
562
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6K -$663 -20 -5%
BCM
563
Berbice Capital Management
New York
$13.3K +$3.32K +100 +33%
CTC
564
Central Trust Company
Missouri
$13.3K +$13.3K +400 New
MTC
565
Matrix Trust Company
Colorado
$13K +$973 +30 +8%
HCP
566
Hexagon Capital Partners
Arkansas
$10.3K +$630 +19 +7%
BIG
567
Brooklyn Investment Group
New York
$10.2K +$5.08K +153 +100%
CWM
568
Compass Wealth Management
Connecticut
$9.95K +$9.95K +300 New
RFG
569
REAP Financial Group
Texas
$9.69K +$3.22K +97 +50%
WTC
570
WhitTier Trust Company
Nevada
$9.48K +$3.48K +105 +58%
RMP
571
Richards, Merrill & Peterson
Washington
$9.12K
CMP
572
Coston McIsaac & Partners
Maine
$9K
CWM
573
Crowley Wealth Management
Delaware
$8.29K
PWAM
574
Private Wealth Asset Management
Iowa
$7.99K +$7.99K +241 New
FF
575
Finley Financial
Nevada
$7.71K