TOST icon

Toast
TOST

Overview Fund Activity

648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$218M
2
Principal Financial Group
Principal Financial Group
Iowa
+$180M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$165M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M
5
Citadel Advisors
Citadel Advisors
Florida
+$87.8M

Top Sellers

1
VH
ValueAct Holdings
California
-$197M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$195M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$156M
4
DCP
Durable Capital Partners
Maryland
-$153M
5
Goldman Sachs
Goldman Sachs
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
576
CVA Family Office
Colorado
$7.6K +$7.56K +228 +22,800%
Fifth Third Bancorp
577
Fifth Third Bancorp
Ohio
$7.07K -$995 -30 -12%
HNW
578
High Note Wealth
Minnesota
$7.07K – – –
MA
579
MCF Advisors
Kentucky
$6.8K +$6.8K +205 New
FP
580
Financial Perspectives
Minnesota
$6.63K – – –
NSIM
581
North Star Investment Management
Illinois
$6.63K – – –
BCM
582
Blume Capital Management
California
$6.63K – – –
GSWM
583
Golden State Wealth Management
California
$6.47K – – –
GWS
584
Greykasell Wealth Strategies
California
$6.3K +$6.3K +190 New
PTC
585
Private Trust Company
Ohio
$6.24K -$66 -2 -1%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$5.84K +$5.67K +171 +3,420%
VCM
587
Versant Capital Management
Arizona
$5.64K +$5.64K +170 New
PPA
588
Painted Porch Advisors
California
$5.57K +$5.57K +168 New
SCB
589
Saudi Central Bank
Saudi Arabia
$5.24K +$5.24K +158 New
TFM
590
TFC Financial Management
Massachusetts
$4.98K +$4.98K +150 New
GBT
591
Grove Bank & Trust
Florida
$4.91K +$4.74K +143 +2,860%
Nisa Investment Advisors
592
Nisa Investment Advisors
Missouri
$4.88K +$4.88K +147 New
CFD
593
Creative Financial Designs
Indiana
$4.35K +$1.03K +31 +31%
JWA
594
JFS Wealth Advisors
Pennsylvania
$4.31K +$863 +26 +25%
QCG
595
Quadrant Capital Group
Ohio
$4.25K +$3.32K +100 +357%
HWM
596
Hemington Wealth Management
Virginia
$4K +$1.16K +38 +41%
GEA
597
Glen Eagle Advisors
New Jersey
$3.91K – – –
AssetMark Inc
598
AssetMark Inc
California
$3.82K +$2.09K +63 +121%
BIA
599
Bell Investment Advisors
California
$3.68K +$498 +15 +16%
KWM
600
Kiker Wealth Management
Georgia
$3.65K +$3.65K +110 New
22 23
24
25 26