740 hedge funds and large institutions have $19.6B invested in Toast in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 318 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 649740 (+91)

4.1% more ownership

Funds ownership: 84.87%88.97% (+4.1%)

Holders
740
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$13.6K
PPA
652
Painted Porch Advisors
California
$13.3K
CMP
653
Coston McIsaac & Partners
Maine
$13K
AAP
654
Arax Advisory Partners
Colorado
$12.9K
CFO
655
CVA Family Office
Colorado
$12.2K
TIM
656
Tortoise Investment Management
New York
$12.2K
RS
657
Rakuten Securities
Japan
$11.1K
CWM
658
Crowley Wealth Management
Delaware
$11.1K
HWM
659
Hemington Wealth Management
Virginia
$11K
TRCT
660
Tower Research Capital (TRC)
New York
$10.7K
PTC
661
Private Trust Company
Ohio
$10.3K
Fifth Third Bancorp
662
Fifth Third Bancorp
Ohio
$10.1K
AUB
663
Atlantic Union Bankshares
Virginia
$10K
HNW
664
High Note Wealth
Minnesota
$9.43K
FF
665
Finley Financial
Nevada
$9.43K
MYIA
666
Mount Yale Investment Advisors
Colorado
$9.21K
MA
667
MCF Advisors
Kentucky
$9.08K
NSIM
668
North Star Investment Management
Illinois
$8.86K
BCM
669
Blume Capital Management
California
$8.86K
FP
670
Financial Perspectives
Minnesota
$8.86K
MAM
671
Morse Asset Management
Connecticut
$8.64K
GSWM
672
Golden State Wealth Management
California
$8.64K
GWS
673
Greykasell Wealth Strategies
California
$8.41K
VCM
674
Versant Capital Management
Arizona
$7.53K
GC
675
Gould Capital
Washington
$6.64K