718 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$628M
Puts
$502M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
576
Global Trust Asset Management
Florida
$69.4K
Loomis, Sayles & Company
577
Loomis, Sayles & Company
Massachusetts
$65.6K
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$62K
HI
579
Harbour Investments
Wisconsin
$61.4K
TFM
580
TFC Financial Management
Massachusetts
$59K
PWM
581
Proathlete Wealth Management
Florida
$54.8K
FC
582
Financial Consulate
Maryland
$54.8K
CFB
583
Cullen/Frost Bankers
Texas
$45.8K
SAM
584
Smartleaf Asset Management
Massachusetts
$43.9K
RFP
585
Root Financial Partners
California
$42.1K
PSB
586
Piscataqua Savings Bank
New Hampshire
$40.1K
TFA
587
Toth Financial Advisory
Virginia
$36.5K
AT
588
Avalon Trust
New Mexico
$36.5K
GIA
589
GHP Investment Advisors
Colorado
$36.5K
NRG
590
Nemes Rush Group
Michigan
$36.5K
WWM
591
Wolff Wiese Magana
California
$36.5K
TC
592
Truvestments Capital
Florida
$36.5K
RFG
593
REAP Financial Group
Texas
$31.7K
AAP
594
Arax Advisory Partners
Colorado
$30K
ABWM
595
Alpine Bank Wealth Management
Colorado
$29.7K
MA
596
Montag & Associates
Georgia
$28.6K
QC
597
Quent Capital
New York
$27.1K
SCM
598
Sterling Capital Management
North Carolina
$25K
GRP
599
Global Retirement Partners
California
$24.2K
EB
600
Eastern Bank
Massachusetts
$23.7K