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
AWM
626
Activest Wealth Management
Florida
$11.9K
VCM
627
Versant Capital Management
Arizona
$11.7K
PPA
628
Painted Porch Advisors
California
$11K
CSB
629
City State Bank
Iowa
$11K
GC
630
Gould Capital
Washington
$10.2K
TIM
631
Tortoise Investment Management
New York
$10.1K
CFO
632
CVA Family Office
Colorado
$10.1K
PTC
633
Private Trust Company
Ohio
$10K
CMP
634
Coston McIsaac & Partners
Maine
$10K
GLF
635
Groupe la Francaise
France
$9.77K
GSWM
636
Golden State Wealth Management
California
$9.64K
TFA
637
Transamerica Financial Advisors
Florida
$9.53K
CWM
638
Crowley Wealth Management
Delaware
$9.13K
MEG
639
Millstone Evans Group
Colorado
$9.13K
NWMP
640
Noble Wealth Management PBC
Colorado
$9.13K
HWM
641
Hemington Wealth Management
Virginia
$9K
Nisa Investment Advisors
642
Nisa Investment Advisors
Missouri
$8.4K
RS
643
Rakuten Securities
Japan
$8.21K
HWA
644
Heartwood Wealth Advisors
Virginia
$8.21K
FCAS
645
First Command Advisory Services
Texas
$7.96K
Fifth Third Bancorp
646
Fifth Third Bancorp
Ohio
$7.85K
FF
647
Finley Financial
Nevada
$7.78K
MA
648
MCF Advisors
Kentucky
$7.49K
NSIM
649
North Star Investment Management
Illinois
$7.3K
BCM
650
Blume Capital Management
California
$7.3K