We are live on ! Find out more

738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
551
Sachetta
Massachusetts
$199K
Group One Trading
552
Group One Trading
Illinois
$188K -$1.32M -30,464 -86%
MAM
553
Meeder Asset Management
Ohio
$187K -$1.33M -30,577 -86%
CA
554
Crewe Advisors
Utah
$183K -$478 -11 -0.2%
FFA
555
Farther Finance Advisors
California
$179K -$8.68K -200 -4%
ERSOT
556
Employees Retirement System of Texas
Texas
$176K +$72.3K +1,666 +53%
New York State Teachers Retirement System (NYSTRS)
557
New York State Teachers Retirement System (NYSTRS)
New York
$174K +$207K +4,771 New
C
558
Cliffwater
California
$163K
C
559
Covestor
United Kingdom
$163K +$24.7K +570 +15%
AAM
560
Advisors Asset Management
Colorado
$149K +$13.9K +321 +9%
GI
561
GAMMA Investing
California
$148K -$4.21K -97 -2%
SAM
562
Shell Asset Management
Netherlands
$142K +$104K +2,385 +158%
SWM
563
Spire Wealth Management
Virginia
$139K -$65.3K -1,505 -28%
HNB
564
Huntington National Bank
Ohio
$137K +$84.2K +1,939 +106%
DJSG
565
D.J. St. Germain
Massachusetts
$137K +$8.94K +206 +6%
National Bank of Canada
566
National Bank of Canada
Quebec, Canada
$136K -$3.02M -69,629 -95%
EWA
567
EverSource Wealth Advisors
Alabama
$120K +$35.6K +820 +33%
FAM
568
Fulcrum Asset Management
United Kingdom
$113K -$810K -18,660 -86%
MCM
569
MAI Capital Management
Ohio
$109K +$31.6K +727 +32%
IWA
570
Icon Wealth Advisors
Texas
$107K -$42.5K -978 -25%
LS
571
Livforsakringsbolaget Skandia
Sweden
$106K
QL
572
Quarry LP
New York
$101K +$24.1K +555 +25%
WT
573
Whittier Trust
California
$97.8K +$4.91K +113 +4%
SS
574
SBI Securities
Japan
$96.3K +$63.4K +1,460 +124%
MCM
575
Manchester Capital Management
Vermont
$95.1K +$347 +8 +0.3%