742 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, 320 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 651742 (+91)

4.11% more ownership

Funds ownership: 84.9%89.01% (+4.1%)

Holders
742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
551
Prime Capital Investment Advisors
Kansas
$239K
NG
552
Norden Group
Utah
$237K
MGP
553
Metis Global Partners
California
$236K
SWM
554
Spire Wealth Management
Virginia
$235K
NSAM
555
North Star Asset Management
Wisconsin
$235K
CCM
556
Coldstream Capital Management
Washington
$233K
JCM
557
Jag Capital Management
Missouri
$232K
PS
558
Principal Securities
Iowa
$228K
Financial Engines Advisors
559
Financial Engines Advisors
California
$228K
IFA
560
Index Fund Advisors
California
$228K
PTC
561
Petrus Trust Company
Texas
$227K
GWMR
562
GC Wealth Management RIA
Massachusetts
$227K
FFA
563
Farther Finance Advisors
California
$226K
SAM
564
Secure Asset Management
Michigan
$223K
CA
565
Crewe Advisors
Utah
$222K
RP
566
Regal Partners
Australia
$221K
CCIA
567
Cherry Creek Investment Advisors
Colorado
$221K
MCM
568
Marathon Capital Management
Maryland
$221K
HWM
569
HB Wealth Management
Georgia
$221K
GC
570
Guggenheim Capital
Illinois
$219K
FA
571
Fedenia Advisers
Wisconsin
$218K
GF
572
Gries Financial
Ohio
$217K
CCMG
573
Clark Capital Management Group
Pennsylvania
$216K
STA
574
Summit Trail Advisors
New York
$215K
UCFA
575
United Capital Financial Advisors
Texas
$212K