718 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 278 increasing their positions, 210 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$628M
Puts
$502M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
651
Atlantic Edge Private Wealth Management
Florida
$6.39K
GA
652
GoalVest Advisory
New York
$6.28K
HCM
653
Hollencrest Capital Management
California
$6.21K
GEA
654
Glen Eagle Advisors
New Jersey
$6.1K
HBW
655
Hazlett, Burt & Watson
West Virginia
$6K
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.92K
MBFW
657
Morton Brown Family Wealth
Pennsylvania
$5.48K
GBT
658
Grove Bank & Trust
Florida
$5.29K
JWA
659
JFS Wealth Advisors
Pennsylvania
$4.97K
JWM
660
JPL Wealth Management
Colorado
$4.64K
TWC
661
TD Waterhouse Canada
Ontario, Canada
$4.63K
BIA
662
Bell Investment Advisors
California
$4.6K
WBC
663
West Branch Capital
Massachusetts
$4.24K
Fidelity International
664
Fidelity International
Bermuda
$3.94K
VWWMG
665
Vermillion & White Wealth Management Group
Pennsylvania
$3.91K
HC
666
Hurley Capital
New York
$3.69K
ANBT
667
American National Bank & Trust
Texas
$3.65K
WIM
668
Westside Investment Management
California
$3.65K
FNWA
669
Financial Network Wealth Advisors
Utah
$3.65K
SIC
670
SJS Investment Consulting
Ohio
$3.43K
ADL
671
Asset Dedication LLC
California
$3.4K
CIAM
672
Caitong International Asset Management
Hong Kong
$3.29K
CT
673
Clearstead Trust
Maine
$2.88K
CH
674
Cromwell Holdings
Wyoming
$2.85K
ACM
675
Accent Capital Management
Ohio
$2.85K