740 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, 318 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: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
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
MGP
551
Metis Global Partners
California
$236K
SWM
552
Spire Wealth Management
Virginia
$235K
NSAM
553
North Star Asset Management
Wisconsin
$235K
CCM
554
Coldstream Capital Management
Washington
$233K
JCM
555
Jag Capital Management
Missouri
$232K
PS
556
Principal Securities
Iowa
$228K
Financial Engines Advisors
557
Financial Engines Advisors
California
$228K
IFA
558
Index Fund Advisors
California
$228K
PTC
559
Petrus Trust Company
Texas
$227K
GWMR
560
GC Wealth Management RIA
Massachusetts
$227K
FFA
561
Farther Finance Advisors
California
$226K
SAM
562
Secure Asset Management
Michigan
$223K
CA
563
Crewe Advisors
Utah
$222K
MCM
564
Marathon Capital Management
Maryland
$221K
CCIA
565
Cherry Creek Investment Advisors
Colorado
$221K
RP
566
Regal Partners
Australia
$221K
HWM
567
HB Wealth Management
Georgia
$221K
GC
568
Guggenheim Capital
Illinois
$219K
FA
569
Fedenia Advisers
Wisconsin
$218K
GF
570
Gries Financial
Ohio
$217K
CCMG
571
Clark Capital Management Group
Pennsylvania
$216K
STA
572
Summit Trail Advisors
New York
$215K
UCFA
573
United Capital Financial Advisors
Texas
$212K
LIM
574
Letson Investment Management
Georgia
$211K
VFA
575
Valeo Financial Advisors
Indiana
$209K