739 hedge funds and large institutions have $19.6B invested in Toast in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 317 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 648739 (+91)

4.11% more ownership

Funds ownership: 84.86%88.97% (+4.1%)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
626
WhitTier Trust Company
Nevada
$43.3K
Loomis, Sayles & Company
627
Loomis, Sayles & Company
Massachusetts
$42.3K
RFG
628
REAP Financial Group
Texas
$35.3K
SAM
629
Smartleaf Asset Management
Massachusetts
$32.6K
AAS
630
Ameritas Advisory Services
Nebraska
$31K
SCM
631
Sterling Capital Management
North Carolina
$30.3K
CPG
632
Cornerstone Planning Group
New Jersey
$30K
RA
633
RiverPark Advisors
New York
$29.6K
EB
634
Eastern Bank
Massachusetts
$28.8K
HFM
635
Harvest Fund Management
China
$27K
GM
636
GeoWealth Management
Illinois
$25.9K
RCM
637
Raleigh Capital Management
North Carolina
$25.5K
TPCW
638
TD Private Client Wealth
New York
$24.8K
VIS
639
Vega Investment Solutions
France
$23.6K
WA
640
WPG Advisers
Maryland
$23.1K
AW
641
Avion Wealth
Texas
$23K
AA
642
Ancora Advisors
Ohio
$22.8K
ST
643
Smithfield Trust
Pennsylvania
$22K
TFM
644
TFC Financial Management
Massachusetts
$19K
BCM
645
Berbice Capital Management
New York
$17.7K
BIG
646
Brooklyn Investment Group
New York
$17.5K
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$17.3K
MTC
648
Matrix Trust Company
Colorado
$17K
PWAM
649
Private Wealth Asset Management
Iowa
$15.1K
CSPIA
650
Cary Street Partners Investment Advisory
Virginia
$13.6K