726 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, 284 increasing their positions, 211 reducing their positions, and 119 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:

3.14% less ownership

Funds ownership: 89.01%85.87% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.63B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
726
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
MA
601
Montag & Associates
Georgia
$28.6K
QC
602
Quent Capital
New York
$27.1K
SCM
603
Sterling Capital Management
North Carolina
$25K
GRP
604
Global Retirement Partners
California
$24.2K
EB
605
Eastern Bank
Massachusetts
$23.7K
TFIPS
606
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.7K
AW
607
Avion Wealth
Texas
$23K
WTC
608
WhitTier Trust Company
Nevada
$21K
RCM
609
Raleigh Capital Management
North Carolina
$19.9K
AUB
610
Atlantic Union Bankshares
Virginia
$19.1K
AA
611
Ancora Advisors
Ohio
$18.8K
UB
612
UMB Bank
Missouri
$18.7K
WA
613
WPG Advisers
Maryland
$18.1K
ST
614
Smithfield Trust
Pennsylvania
$18K
HNW
615
High Note Wealth
Minnesota
$18K
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$17.5K
RIL
617
Rothschild Investment LLC
Illinois
$17.3K
SWA
618
SOA Wealth Advisors
New York
$16.4K
CPBTD
619
Central Pacific Bank - Trust Division
Hawaii
$15.4K
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$15.1K
BCM
621
Berbice Capital Management
New York
$14.6K
SL
622
Salomon & Ludwin
Virginia
$13.6K
VanEck Associates
623
VanEck Associates
New York
$13K
RBI
624
Raiffeisen Bank International
Austria
$12.7K
PWAM
625
Private Wealth Asset Management
Iowa
$12.4K