740 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, 318 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
576
Forum Financial Management
Illinois
$207K
NW
577
NewEdge Wealth
Pennsylvania
$205K
SFS
578
Sowell Financial Services
Arkansas
$204K
DWG
579
Darden Wealth Group
Michigan
$204K
APW
580
Axim Planning & Wealth
Ohio
$203K
C
581
Cliffwater
California
$198K
GC
582
Garde Capital
Washington
$185K
GI
583
GAMMA Investing
California
$183K
IWA
584
Icon Wealth Advisors
Texas
$173K
C
585
Covestor
United Kingdom
$172K
AAM
586
Advisors Asset Management
Colorado
$167K
Mirae Asset Global Investments
587
Mirae Asset Global Investments
South Korea
$164K
DJSG
588
D.J. St. Germain
Massachusetts
$156K
LI
589
LRI Investments
Florida
$147K
ERSOT
590
Employees Retirement System of Texas
Texas
$139K
LS
591
Livforsakringsbolaget Skandia
Sweden
$128K
OAM
592
Ostrum Asset Management
France
$124K
GTAM
593
Global Trust Asset Management
Florida
$120K
MCM
594
Manchester Capital Management
Vermont
$115K
BWL
595
Bogart Wealth LLC
Virginia
$115K
WT
596
Whittier Trust
California
$113K
1IA
597
1620 Investment Advisors
Massachusetts
$112K
OCM
598
Orion Capital Management
California
$111K
EWA
599
EverSource Wealth Advisors
Alabama
$109K
CA
600
CoreCap Advisors
Michigan
$102K