736 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, 317 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
+87
Holders Change %
+13.41%
% of All Funds
9.88%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
55
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RF
601
Roxbury Financial
New Jersey
$92.3K +$1.55K +35 +2%
GRP
602
Global Retirement Partners
California
$91.8K +$91.8K +2,073 New
WSFS
603
Wilmington Savings Fund Society
Delaware
$91.7K -$48.9K -1,103 -35%
YAL
604
Your Advocates Ltd
Texas
$88.6K
FHA
605
First Horizon Advisors
Tennessee
$87.1K +$43.6K +984 +100%
HI
606
Harbour Investments
Wisconsin
$80.9K +$24.4K +550 +43%
HNB
607
Huntington National Bank
Ohio
$80.9K -$664 -15 -0.8%
CI Investments Inc
608
CI Investments Inc
Ontario, Canada
$80K +$12.8K +288 +19%
SAM
609
Shell Asset Management
Netherlands
$67K +$67K +1,509 New
PWM
610
Proathlete Wealth Management
Florida
$66.4K
AF
611
Allworth Financial
California
$62.1K +$26.8K +604 +76%
SS
612
SBI Securities
Japan
$52.2K -$3.5K -79 -6%
PSB
613
Piscataqua Savings Bank
New Hampshire
$48.7K
TFA
614
Toth Financial Advisory
Virginia
$46.1K +$1.77K +40 +4%
CFB
615
Cullen/Frost Bankers
Texas
$44.7K +$41.7K +941 +1,384%
WA
616
Whipplewood Advisors
Colorado
$44.6K +$42.8K +966 +2,356%
MA
617
Montag & Associates
Georgia
$44.5K -$31K -700 -41%
GIA
618
GHP Investment Advisors
Colorado
$44.3K
NRG
619
Nemes Rush Group
Michigan
$44.3K
AT
620
Avalon Trust
New Mexico
$44.3K
TC
621
Truvestments Capital
Florida
$44.2K
M
622
MOTCO
Texas
$44K +$44K +900 New
PPC
623
Park Place Capital
Alabama
$43.5K +$1.89K +44 +5%
WTC
624
WhitTier Trust Company
Nevada
$43.3K +$30.6K +692 +242%
Loomis, Sayles & Company
625
Loomis, Sayles & Company
Massachusetts
$42.3K +$42.3K +955 New