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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
601
Mirae Asset Global Investments
South Korea
$103K +$17.9K +496 +21%
HI
602
Harbour Investments
Wisconsin
$97.2K +$38K +1,053 +63%
WT
603
Whittier Trust
California
$96.3K
BWL
604
Bogart Wealth LLC
Virginia
$92.5K +$108 +3 +0.1%
MCM
605
Manchester Capital Management
Vermont
$92.1K -$469 -13 -0.5%
1IA
606
1620 Investment Advisors
Massachusetts
$89.4K +$1.88K +52 +2%
YAL
607
Your Advocates Ltd
Texas
$89.1K +$3.89K +108 +5%
OCM
608
Orion Capital Management
California
$88.8K
JFG
609
Jefferies Financial Group
New York
$85.8K +$87.1K +2,416 New
GWSG
610
GPS Wealth Strategies Group
Colorado
$79.4K -$150K -4,156 -65%
TPCW
611
TD Private Client Wealth
New York
$74.6K +$1.77K +49 +2%
GAMC
612
Garner Asset Management Corp
Texas
$74.2K +$75.3K +2,090 New
RF
613
Roxbury Financial
New Jersey
$74K
TFA
614
Toth Financial Advisory
Virginia
$72.6K +$37.7K +1,045 +105%
PPC
615
Park Place Capital
Alabama
$71.9K +$2.85K +79 +4%
SS
616
SBI Securities
Japan
$68.5K -$25.5K -708 -27%
CA
617
CoreCap Advisors
Michigan
$64.1K -$368K -10,209 -85%
SWM
618
Spire Wealth Management
Virginia
$60.4K -$76.1K -2,110 -55%
BTI
619
Blue Trust Inc
Georgia
$56.8K +$51K +1,416 +774%
FC
620
Financial Consulate
Maryland
$53.3K
PWM
621
Proathlete Wealth Management
Florida
$53.3K
SAG
622
SageView Advisory Group
California
$53K +$53.8K +1,492 New
EWP
623
Elevation Wealth Partners
California
$52.8K +$53.6K +1,486 New
CT
624
Clearstead Trust
Maine
$52.1K +$50.1K +1,389 +1,758%
CAM
625
Chesapeake Asset Management
New York
$51.1K +$51.9K +1,440 New