726 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, 284 increasing their positions, 211 reducing their positions, and 119 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:

3.14% less ownership

Funds ownership: 89.01%85.87% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.63B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
726
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
HWA
576
Heritage Wealth Advisors
Virginia
$80.3K
LI
577
LRI Investments
Florida
$79.3K
RF
578
Roxbury Financial
New Jersey
$76.1K
TPCW
579
TD Private Client Wealth
New York
$74.9K
PPC
580
Park Place Capital
Alabama
$71.1K
GTAM
581
Global Trust Asset Management
Florida
$69.4K
Loomis, Sayles & Company
582
Loomis, Sayles & Company
Massachusetts
$65.6K
CI Investments Inc
583
CI Investments Inc
Ontario, Canada
$62K
HI
584
Harbour Investments
Wisconsin
$61.4K
TFM
585
TFC Financial Management
Massachusetts
$59K
PWM
586
Proathlete Wealth Management
Florida
$54.8K
FC
587
Financial Consulate
Maryland
$54.8K
CFB
588
Cullen/Frost Bankers
Texas
$45.8K
SAM
589
Smartleaf Asset Management
Massachusetts
$43.9K
RFP
590
Root Financial Partners
California
$42.1K
PSB
591
Piscataqua Savings Bank
New Hampshire
$40.1K
TFA
592
Toth Financial Advisory
Virginia
$36.5K
AT
593
Avalon Trust
New Mexico
$36.5K
GIA
594
GHP Investment Advisors
Colorado
$36.5K
NRG
595
Nemes Rush Group
Michigan
$36.5K
WWM
596
Wolff Wiese Magana
California
$36.5K
TC
597
Truvestments Capital
Florida
$36.5K
RFG
598
REAP Financial Group
Texas
$31.7K
AAP
599
Arax Advisory Partners
Colorado
$30K
ABWM
600
Alpine Bank Wealth Management
Colorado
$29.7K