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
TFIPS
601
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K
AW
602
Avion Wealth
Texas
$23K
WTC
603
WhitTier Trust Company
Nevada
$21K
RCM
604
Raleigh Capital Management
North Carolina
$19.9K
AUB
605
Atlantic Union Bankshares
Virginia
$19.1K
AA
606
Ancora Advisors
Ohio
$18.8K
UB
607
UMB Bank
Missouri
$18.7K
WA
608
WPG Advisers
Maryland
$18.1K
ST
609
Smithfield Trust
Pennsylvania
$18K
HNW
610
High Note Wealth
Minnesota
$18K
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$17.5K
RIL
612
Rothschild Investment LLC
Illinois
$17.3K
SWA
613
SOA Wealth Advisors
New York
$16.4K
CPBTD
614
Central Pacific Bank - Trust Division
Hawaii
$15.4K
CSPIA
615
Cary Street Partners Investment Advisory
Virginia
$15.1K
BCM
616
Berbice Capital Management
New York
$14.6K
SL
617
Salomon & Ludwin
Virginia
$13.6K
VanEck Associates
618
VanEck Associates
New York
$13K
RBI
619
Raiffeisen Bank International
Austria
$12.7K
PWAM
620
Private Wealth Asset Management
Iowa
$12.4K
AWM
621
Activest Wealth Management
Florida
$11.9K
VCM
622
Versant Capital Management
Arizona
$11.7K
CSB
623
City State Bank
Iowa
$11K
GC
624
Gould Capital
Washington
$10.2K
TIM
625
Tortoise Investment Management
New York
$10.1K