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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
601
GHP Investment Advisors
Colorado
$36.5K
NRG
602
Nemes Rush Group
Michigan
$36.5K
WWM
603
Wolff Wiese Magana
California
$36.5K +$43.4K +1,000 New
TC
604
Truvestments Capital
Florida
$36.5K
RFG
605
REAP Financial Group
Texas
$31.7K +$3.08K +71 +9%
AAP
606
Arax Advisory Partners
Colorado
$30K +$23K +529 +181%
ABWM
607
Alpine Bank Wealth Management
Colorado
$29.7K +$35.3K +814 New
MA
608
Montag & Associates
Georgia
$28.6K -$9.64K -222 -22%
QC
609
Quent Capital
New York
$27.1K +$32.2K +742 New
SCM
610
Sterling Capital Management
North Carolina
$25K +$87 +2 +0.3%
GRP
611
Global Retirement Partners
California
$24.2K -$61.2K -1,410 -68%
EB
612
Eastern Bank
Massachusetts
$23.7K
TFIPS
613
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K +$28.2K +650 New
AW
614
Avion Wealth
Texas
$23K +$4.34K +100 +19%
WTC
615
WhitTier Trust Company
Nevada
$21K -$17.6K -406 -42%
RCM
616
Raleigh Capital Management
North Carolina
$19.9K -$1.3K -30 -5%
AUB
617
Atlantic Union Bankshares
Virginia
$19.1K +$12.8K +296 +131%
AA
618
Ancora Advisors
Ohio
$18.8K
UB
619
UMB Bank
Missouri
$18.7K +$20.8K +478 +1,406%
WA
620
WPG Advisers
Maryland
$18.1K -$1.13K -26 -5%
ST
621
Smithfield Trust
Pennsylvania
$18K
HNW
622
High Note Wealth
Minnesota
$18K +$12.2K +280 +131%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$3.86K +89 +23%
RIL
624
Rothschild Investment LLC
Illinois
$17.3K +$14.8K +340 +252%
SWA
625
SOA Wealth Advisors
New York
$16.4K +$19.5K +450 New