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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
BWL
576
Bogart Wealth LLC
Virginia
$95K +$564 +13 +0.5%
OIAM
577
OFI Invest Asset Management
France
$91.8K +$128K +2,956 New
OCM
578
Orion Capital Management
California
$91.3K
1IA
579
1620 Investment Advisors
Massachusetts
$90K -$3.04K -70 -3%
Mirae Asset Global Investments
580
Mirae Asset Global Investments
South Korea
$87.7K -$56.8K -1,308 -35%
YAL
581
Your Advocates Ltd
Texas
$87.6K +$17.4K +400 +20%
TRCT
582
Tower Research Capital (TRC)
New York
$85.2K +$90.8K +2,091 +864%
HWA
583
Heritage Wealth Advisors
Virginia
$80.3K +$95.5K +2,200 New
LI
584
LRI Investments
Florida
$79.3K -$49.4K -1,139 -34%
RF
585
Roxbury Financial
New Jersey
$76.1K
TPCW
586
TD Private Client Wealth
New York
$74.9K +$64.8K +1,492 +267%
PPC
587
Park Place Capital
Alabama
$71.1K +$40.6K +936 +93%
GTAM
588
Global Trust Asset Management
Florida
$69.4K -$34.7K -800 -30%
Loomis, Sayles & Company
589
Loomis, Sayles & Company
Massachusetts
$65.6K +$36.5K +841 +88%
CI Investments Inc
590
CI Investments Inc
Ontario, Canada
$62K -$4.82K -111 -6%
HI
591
Harbour Investments
Wisconsin
$61.4K -$6.25K -144 -8%
TFM
592
TFC Financial Management
Massachusetts
$59K +$51.5K +1,187 +277%
PWM
593
Proathlete Wealth Management
Florida
$54.8K
FC
594
Financial Consulate
Maryland
$54.8K +$65.1K +1,500 New
CFB
595
Cullen/Frost Bankers
Texas
$45.8K +$10.7K +246 +24%
SAM
596
Smartleaf Asset Management
Massachusetts
$43.9K +$19.1K +439 +59%
RFP
597
Root Financial Partners
California
$42.1K +$50.1K +1,154 New
PSB
598
Piscataqua Savings Bank
New Hampshire
$40.1K
TFA
599
Toth Financial Advisory
Virginia
$36.5K -$1.74K -40 -4%
AT
600
Avalon Trust
New Mexico
$36.5K