648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
626
WealthTrak Capital Management
Virginia
$830 +$332 +10 +67%
VFM
627
Vision Financial Markets
Connecticut
$830 +$830 +25 New
DPW
628
DiNuzzo Private Wealth
Pennsylvania
$797 -$133 -4 -14%
CH
629
Cromwell Holdings
Wyoming
$663 +$663 +20 New
HFS
630
Hughes Financial Services
Virginia
$651 +$651 +19 New
NWM
631
Nova Wealth Management
Florida
$630 +$630 +19 New
FC
632
Fairscale Capital
New Hampshire
$531
FFL
633
Financial Freedom LLC
Ohio
$498
BFS
634
Bare Financial Services
Pennsylvania
$498 +$498 +15 New
PWA
635
Principia Wealth Advisory
Texas
$481 +$344 +10 +250%
RAM
636
Riggs Asset Management
Pennsylvania
$432
GFPC
637
Global Financial Private Client
Florida
$398 +$232 +7 +140%
Pacer Advisors
638
Pacer Advisors
Pennsylvania
$332
BCH
639
Berkshire Capital Holdings
California
$332
RFS
640
Richardson Financial Services
Massachusetts
$299
UB
641
UMB Bank
Missouri
$265 +$265 +8 New
MCM
642
MV Capital Management
Maryland
$200
BHWM
643
Bay Harbor Wealth Management
Maryland
$165 +$165 +5 New
PWM
644
Parkworth Wealth Management
California
$133
HWP
645
Highline Wealth Partners
California
$133 +$133 +4 New
BL
646
BFSG LLC
California
$100
HIA
647
HFM Investment Advisors
New Jersey
$67 +$67 +2 New
Norges Bank
648
Norges Bank
Norway
-$206M -5,648,498 Closed
Los Angeles Capital Management
649
Los Angeles Capital Management
California
-$16.5M -453,263 Closed
HLA
650
Hamilton Lane Advisors
Pennsylvania
-$14.2M -388,683 Closed