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755 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 309 increasing their positions, 225 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $450M | Put options by funds: $276M

37% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 225

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2.39% less ownership

Funds ownership: 86.89%84.5% (-2.4%)

6% less funds holding

Funds holding: 799755 (-44)

20% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 135

25% less capital invested

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

Holders
755
Holders Change
-44
Holders Change %
-5.51%
% of All Funds
9.3%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
108
Increased
309
Reduced
225
Closed
135
Calls
$450M
Puts
$276M
Net Calls
+$175M
Net Calls Change
+$87.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
651
Essential Partners
California
$8.99K +$10.1K +339 New
RBI
652
Raiffeisen Bank International
Austria
$8.89K
UB
653
UMB Bank
Missouri
$8.27K -$13K -437 -58%
SIC
654
SJS Investment Consulting
Ohio
$8.25K -$1.85K -62 -17%
MWA
655
Medallion Wealth Advisors
Connecticut
$7.79K
FCAS
656
First Command Advisory Services
Texas
$7.66K +$2.12K +71 +33%
OCM
657
Osbon Capital Management
Massachusetts
$7.5K
MFP
658
Meramec Financial Planners
Missouri
$7.41K
CMP
659
Coston McIsaac & Partners
Maine
$7K
OCWP
660
Owl Creek Wealth Partners
Colorado
$6.89K +$7.76K +260 New
PWMG
661
Private Wealth Management Group
New Jersey
$6.66K +$7.49K +251 New
MEG
662
Millstone Evans Group
Colorado
$6.63K
NWMP
663
Noble Wealth Management PBC
Colorado
$6.63K
HC
664
Hurley Capital
New York
$6.63K +$4.45K +149 +148%
IAAG
665
Innovative Asset Advisors Group
Connecticut
$5.91K +$6.65K +223 New
MAM
666
Marquette Asset Management
Minnesota
$5.7K +$5.49K +184 +594%
PTC
667
Private Trust Company
Ohio
$5.59K -$2.72K -91 -30%
BCM
668
Blume Capital Management
California
$5.3K
FP
669
Financial Perspectives
Minnesota
$5.3K
GTAM
670
Global Trust Asset Management
Florida
$5.3K
CFD
671
Creative Financial Designs
Indiana
$5.2K
T
672
Tidemark
California
$5.17K
GWS
673
Greykasell Wealth Strategies
California
$5.04K
HBW
674
Hazlett, Burt & Watson
West Virginia
$5K +$746 +25 +17%
PWA
675
Physician Wealth Advisors
Utah
$4.93K +$4.68K +157 +541%