753 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 309 increasing their positions, 222 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 797753 (-44)

19% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 135

25% less capital invested

Capital invested by funds: $15.9B → $11.9B (-$4B)

Holders
753
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$276M
Net Calls
Net Calls Change

Top Buyers

1 +$264M
2 +$221M
3 +$146M
4
Jane Street
Jane Street
New York
+$118M
5
MG
Meritage Group
California
+$102M

Top Sellers

1 -$441M
2 -$356M
3 -$255M
4
DCP
Durable Capital Partners
Maryland
-$81.6M
5
XL
XN LP
New York
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
651
UMB Bank
Missouri
$8.27K
SIC
652
SJS Investment Consulting
Ohio
$8.25K
MWA
653
Medallion Wealth Advisors
Connecticut
$7.79K
FCAS
654
First Command Advisory Services
Texas
$7.66K
OCM
655
Osbon Capital Management
Massachusetts
$7.5K
MFP
656
Meramec Financial Planners
Missouri
$7.41K
CMP
657
Coston McIsaac & Partners
Maine
$7K
OCWP
658
Owl Creek Wealth Partners
Colorado
$6.89K
PWMG
659
Private Wealth Management Group
New Jersey
$6.66K
MEG
660
Millstone Evans Group
Colorado
$6.63K
NWMP
661
Noble Wealth Management PBC
Colorado
$6.63K
HC
662
Hurley Capital
New York
$6.63K
IAAG
663
Innovative Asset Advisors Group
Connecticut
$5.91K
MAM
664
Marquette Asset Management
Minnesota
$5.7K
PTC
665
Private Trust Company
Ohio
$5.59K
GTAM
666
Global Trust Asset Management
Florida
$5.3K
FP
667
Financial Perspectives
Minnesota
$5.3K
BCM
668
Blume Capital Management
California
$5.3K
CFD
669
Creative Financial Designs
Indiana
$5.2K
T
670
Tidemark
California
$5.17K
GWS
671
Greykasell Wealth Strategies
California
$5.04K
HBW
672
Hazlett, Burt & Watson
West Virginia
$5K
PWA
673
Physician Wealth Advisors
Utah
$4.93K
TWD
674
True Wealth Design
Ohio
$4.88K
BIA
675
Bell Investment Advisors
California
$4.43K