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
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
601
SJS Investment Consulting
Ohio
$3.52K +$133 +4 +4%
HC
602
Hurley Capital
New York
$3.35K
WIM
603
Westside Investment Management
California
$3.32K
ADL
604
Asset Dedication LLC
California
$3.09K -$332 -10 -10%
MG
605
Mather Group
Illinois
$2.85K
WA
606
WPG Advisers
Maryland
$2.75K -$1.03K -31 -27%
AG
607
AmeriFlex Group
Nevada
$2.49K
CFB
608
Cullen/Frost Bankers
Texas
$2.26K -$199 -6 -8%
SHIM
609
Stone House Investment Management
Pennsylvania
$2.19K +$2.19K +66 New
WAS
610
Winch Advisory Services
Wisconsin
$1.96K +$1.96K +59 New
SWIM
611
Smallwood Wealth Investment Management
New Jersey
$1.92K +$1.92K +58 New
CA
612
Continuum Advisory
Idaho
$1.69K -$1.63K -49 -49%
AA
613
Addison Advisors
Vermont
$1.66K
Mirae Asset Global Investments
614
Mirae Asset Global Investments
South Korea
$1.59K +$1.5K +49,703 +1,584%
WA
615
Whipplewood Advisors
Colorado
$1.56K -$228 -6 -13%
SC
616
SouthState Corp
Florida
$1.43K +$1.43K +43 New
AF
617
Advisornet Financial
Minnesota
$1.16K +$796 +24 +218%
TWD
618
True Wealth Design
Ohio
$1.1K +$1.1K +33 New
SO
619
Sierra Ocean
California
$1.1K +$1.1K +33 New
HWA
620
HHM Wealth Advisors
Tennessee
$1.06K
WCM
621
Winthrop Capital Management
Indiana
$1K -$273 -12 -21%
CAL
622
Capital Advisors Ltd
Ohio
$1K
SWC
623
Spectrum Wealth Counsel
Indiana
$996
PWA
624
Physician Wealth Advisors
Utah
$962 +$962 +29 New
BF
625
BOK Financial
Oklahoma
$896