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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
626
GHP Investment Advisors
Colorado
$49.7K +$14.4K +400 +40%
AW
627
Ankerstar Wealth
Texas
$49.4K +$50.1K +1,390 New
LI
628
LRI Investments
Florida
$47.4K -$30.2K -837 -39%
SAM
629
Smartleaf Asset Management
Massachusetts
$45.8K +$2.92K +81 +7%
QL
630
Quarry LP
New York
$45K -$53.6K -1,487 -54%
KBFS
631
Kohmann Bosshard Financial Services
Ohio
$44.8K +$45.5K +1,261 New
EI
632
EFG International
$41.8K +$42.4K +1,176 New
CPG
633
Cornerstone Planning Group
New Jersey
$39.7K +$44.5K +1,233 +8,807%
PSB
634
Piscataqua Savings Bank
New Hampshire
$39K
QCG
635
Quadrant Capital Group
Ohio
$37.2K +$36K +1,000 +2,083%
RFG
636
REAP Financial Group
Texas
$36.6K +$5.88K +163 +19%
NRG
637
Nemes Rush Group
Michigan
$35.5K +$36 +1 +0.1%
AT
638
Avalon Trust
New Mexico
$35.5K
WWM
639
Wolff Wiese Magana
California
$35.5K
DT
640
DV Trading
Illinois
$35.5K +$36K +1,000 New
SVCP
641
Silicon Valley Capital Partners
California
$35.5K +$36K +1,000 New
CPBTD
642
Central Pacific Bank - Trust Division
Hawaii
$33.5K +$18.8K +521 +123%
RFP
643
Root Financial Partners
California
$31.2K -$9.91K -275 -24%
TC
644
Truvestments Capital
Florida
$30K -$5.52K -153 -15%
SFG
645
Strive Financial Group
Indiana
$29.5K +$29.9K +830 New
SWM
646
SHP Wealth Management
Massachusetts
$28.7K +$29.1K +808 New
UB
647
UMB Bank
Missouri
$26.6K +$8.54K +237 +46%
B
648
Bayban
Minnesota
$25.1K +$25.5K +708 New
EB
649
Eastern Bank
Massachusetts
$23.1K
TFIPS
650
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.1K