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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
626
Central Pacific Bank - Trust Division
Hawaii
$15.4K +$18.3K +422 New
CSPIA
627
Cary Street Partners Investment Advisory
Virginia
$15.1K +$4.64K +107 +35%
BCM
628
Berbice Capital Management
New York
$14.6K
SL
629
Salomon & Ludwin
Virginia
$13.6K +$16.1K +372 New
VanEck Associates
630
VanEck Associates
New York
$13K +$15.4K +355 New
RBI
631
Raiffeisen Bank International
Austria
$12.7K +$14.8K +341 New
PWAM
632
Private Wealth Asset Management
Iowa
$12.4K
AWM
633
Activest Wealth Management
Florida
$11.9K +$13.6K +313 +2,408%
VCM
634
Versant Capital Management
Arizona
$11.7K +$6.55K +151 +89%
PPA
635
Painted Porch Advisors
California
$11K
CSB
636
City State Bank
Iowa
$11K +$13K +300 New
MWA
637
Medallion Wealth Advisors
Connecticut
$10.7K
GC
638
Gould Capital
Washington
$10.2K +$5.6K +129 +86%
CFO
639
CVA Family Office
Colorado
$10.1K
TIM
640
Tortoise Investment Management
New York
$10.1K
PTC
641
Private Trust Company
Ohio
$10K +$1.87K +43 +19%
CMP
642
Coston McIsaac & Partners
Maine
$10K
GLF
643
Groupe la Francaise
France
$9.77K +$12.2K +281 New
GSWM
644
Golden State Wealth Management
California
$9.64K +$3K +69 +35%
TFA
645
Transamerica Financial Advisors
Florida
$9.53K +$11.3K +261 New
CWM
646
Crowley Wealth Management
Delaware
$9.13K
MEG
647
Millstone Evans Group
Colorado
$9.13K +$10.9K +250 New
NWMP
648
Noble Wealth Management PBC
Colorado
$9.13K +$10.9K +250 New
HWM
649
Hemington Wealth Management
Virginia
$9K +$521 +12 +5%
Nisa Investment Advisors
650
Nisa Investment Advisors
Missouri
$8.4K +$3.6K +83 +56%