736 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, 317 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+87
Holders Change %
+13.41%
% of All Funds
9.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
55
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
551
Coldstream Capital Management
Washington
$233K +$71.5K +1,614 +44%
JCM
552
Jag Capital Management
Missouri
$232K +$232K +5,249 New
PS
553
Principal Securities
Iowa
$228K +$150K +3,381 +191%
Financial Engines Advisors
554
Financial Engines Advisors
California
$228K +$228K +5,158 New
IFA
555
Index Fund Advisors
California
$228K +$228K +5,143 New
PTC
556
Petrus Trust Company
Texas
$227K -$316K -7,127 -58%
GWMR
557
GC Wealth Management RIA
Massachusetts
$227K +$227K +5,115 New
FFA
558
Farther Finance Advisors
California
$226K +$86K +1,941 +62%
SAM
559
Secure Asset Management
Michigan
$223K +$223K +5,044 New
CA
560
Crewe Advisors
Utah
$222K
RP
561
Regal Partners
Australia
$221K +$221K +5,000 New
CCIA
562
Cherry Creek Investment Advisors
Colorado
$221K +$221K +5,000 New
MCM
563
Marathon Capital Management
Maryland
$221K +$221K +5,000 New
HWM
564
HB Wealth Management
Georgia
$221K -$255K -5,766 -54%
GC
565
Guggenheim Capital
Illinois
$219K +$219K +4,942 New
FA
566
Fedenia Advisers
Wisconsin
$218K +$218K +4,915 New
GF
567
Gries Financial
Ohio
$217K +$217K +4,899 New
CCMG
568
Clark Capital Management Group
Pennsylvania
$216K +$216K +4,874 New
STA
569
Summit Trail Advisors
New York
$215K +$215K +4,845 New
UCFA
570
United Capital Financial Advisors
Texas
$212K +$212K +4,776 New
LIM
571
Letson Investment Management
Georgia
$211K +$211K +4,770 New
VFA
572
Valeo Financial Advisors
Indiana
$209K +$209K +4,718 New
FFM
573
Forum Financial Management
Illinois
$207K +$207K +4,681 New
NW
574
NewEdge Wealth
Pennsylvania
$205K +$205K +4,498 New
SFS
575
Sowell Financial Services
Arkansas
$204K +$204K +4,609 New