718 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, 278 increasing their positions, 210 reducing their positions, and 116 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:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
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
CFO
626
CVA Family Office
Colorado
$10.1K
PTC
627
Private Trust Company
Ohio
$10K
CMP
628
Coston McIsaac & Partners
Maine
$10K
GLF
629
Groupe la Francaise
France
$9.77K
GSWM
630
Golden State Wealth Management
California
$9.64K
TFA
631
Transamerica Financial Advisors
Florida
$9.53K
CWM
632
Crowley Wealth Management
Delaware
$9.13K
MEG
633
Millstone Evans Group
Colorado
$9.13K
HWM
634
Hemington Wealth Management
Virginia
$9K
Nisa Investment Advisors
635
Nisa Investment Advisors
Missouri
$8.4K
RS
636
Rakuten Securities
Japan
$8.21K
HWA
637
Heartwood Wealth Advisors
Virginia
$8.21K
FCAS
638
First Command Advisory Services
Texas
$7.96K
Fifth Third Bancorp
639
Fifth Third Bancorp
Ohio
$7.85K
FF
640
Finley Financial
Nevada
$7.78K
MA
641
MCF Advisors
Kentucky
$7.49K
NSIM
642
North Star Investment Management
Illinois
$7.3K
BCM
643
Blume Capital Management
California
$7.3K
FP
644
Financial Perspectives
Minnesota
$7.3K
CFD
645
Creative Financial Designs
Indiana
$7.16K
T
646
Tidemark
California
$7.12K
GWS
647
Greykasell Wealth Strategies
California
$6.94K
BTI
648
Blue Trust Inc
Georgia
$6.68K
WSFS
649
Wilmington Savings Fund Society
Delaware
$6.64K
FHC
650
First Horizon Corporation
Tennessee
$6.46K