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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
551
Net Worth Advisory Group
Utah
$229K -$6.13K -170 -3%
MFG
552
Merit Financial Group
Georgia
$228K +$14.6K +404 +7%
SFI
553
Siemens Fonds Invest
Germany
$227K
VT
554
Vise Technologies
New York
$226K +$229K +6,363 New
BF
555
BOK Financial
Oklahoma
$225K -$60.4K -1,676 -21%
APW
556
Axim Planning & Wealth
Ohio
$225K +$228K +6,335 New
NSAM
557
North Star Asset Management
Wisconsin
$224K
NPT
558
National Philanthropic Trust
Pennsylvania
$221K +$25.2K +700 +13%
PWG
559
Portside Wealth Group
Utah
$219K -$11K -304 -5%
GLA
560
Great Lakes Advisors
Illinois
$218K -$792K -21,969 -78%
MOS
561
MGO One Seven
Ohio
$218K +$221K +6,133 New
SC
562
Scotia Capital
Ontario, Canada
$216K +$219K +6,077 New
MIA
563
MeadowBrook Investment Advisors
Michigan
$215K -$1.08K -30 -0.5%
C
564
Covestor
United Kingdom
$212K +$54.3K +1,505 +34%
CWM
565
Connecticut Wealth Management
Connecticut
$210K
CAS
566
CTC Alternative Strategies
Illinois
$210K +$213K +5,900 New
Twin Tree Management
567
Twin Tree Management
Texas
$208K -$42.1K -1,169 -17%
PWM
568
Purus Wealth Management
California
$206K -$7.21K -200 -3%
LFG
569
Larson Financial Group
Missouri
$205K -$468K -12,973 -69%
AGM
570
Alpine Global Management
New York
$203K +$206K +5,706 New
MWM
571
Mindset Wealth Management
Indiana
$202K +$205K +5,694 New
DWG
572
Darden Wealth Group
Michigan
$201K +$204K +5,670 New
GWM
573
GDS Wealth Management
Texas
$201K
RSWM
574
Robertson Stephens Wealth Management
California
$201K +$204K +5,664 New
YCM
575
Yousif Capital Management
Michigan
$201K +$9.3K +258 +4%