742 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, 320 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: 651742 (+91)

4.11% more ownership

Funds ownership: 84.9%89.01% (+4.1%)

Holders
742
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
EWA
601
EverSource Wealth Advisors
Alabama
$109K
CA
602
CoreCap Advisors
Michigan
$102K
MCM
603
MAI Capital Management
Ohio
$100K
QL
604
Quarry LP
New York
$97.4K
O
605
Ossiam
France
$96.9K
RF
606
Roxbury Financial
New Jersey
$92.3K
GRP
607
Global Retirement Partners
California
$91.8K
WSFS
608
Wilmington Savings Fund Society
Delaware
$91.7K
YAL
609
Your Advocates Ltd
Texas
$88.6K
FHA
610
First Horizon Advisors
Tennessee
$87.1K
HI
611
Harbour Investments
Wisconsin
$80.9K
HNB
612
Huntington National Bank
Ohio
$80.9K
CI Investments Inc
613
CI Investments Inc
Ontario, Canada
$80K
SAM
614
Shell Asset Management
Netherlands
$67K
PWM
615
Proathlete Wealth Management
Florida
$66.4K
AF
616
Allworth Financial
California
$62.1K
SS
617
SBI Securities
Japan
$52.2K
PSB
618
Piscataqua Savings Bank
New Hampshire
$48.7K
TFA
619
Toth Financial Advisory
Virginia
$46.1K
CFB
620
Cullen/Frost Bankers
Texas
$44.7K
WA
621
Whipplewood Advisors
Colorado
$44.6K
MA
622
Montag & Associates
Georgia
$44.5K
GIA
623
GHP Investment Advisors
Colorado
$44.3K
AT
624
Avalon Trust
New Mexico
$44.3K
NRG
625
Nemes Rush Group
Michigan
$44.3K