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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
651
Rakuten Securities
Japan
$8.21K -$1.08K -25 -10%
HWA
652
Heartwood Wealth Advisors
Virginia
$8.21K +$9.77K +225 New
FCAS
653
First Command Advisory Services
Texas
$7.96K +$9.46K +218 New
Fifth Third Bancorp
654
Fifth Third Bancorp
Ohio
$7.85K -$564 -13 -6%
FF
655
Finley Financial
Nevada
$7.78K
MA
656
MCF Advisors
Kentucky
$7.49K
BCM
657
Blume Capital Management
California
$7.3K
FP
658
Financial Perspectives
Minnesota
$7.3K
NSIM
659
North Star Investment Management
Illinois
$7.3K
CFD
660
Creative Financial Designs
Indiana
$7.16K +$3.04K +70 +56%
T
661
Tidemark
California
$7.12K +$8.46K +195 New
GWS
662
Greykasell Wealth Strategies
California
$6.94K
BTI
663
Blue Trust Inc
Georgia
$6.68K +$6.55K +151 +472%
WSFS
664
Wilmington Savings Fund Society
Delaware
$6.64K -$82K -1,889 -91%
FHC
665
First Horizon Corporation
Tennessee
$6.46K +$7.68K +177 New
AEPWM
666
Atlantic Edge Private Wealth Management
Florida
$6.39K +$7.6K +175 New
GA
667
GoalVest Advisory
New York
$6.28K +$7.47K +172 New
HCM
668
Hollencrest Capital Management
California
$6.21K +$1.3K +30 +21%
GEA
669
Glen Eagle Advisors
New Jersey
$6.1K +$2.13K +49 +42%
HBW
670
Hazlett, Burt & Watson
West Virginia
$6K +$6.51K +150 New
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.92K +$7.03K +162 New
MBFW
672
Morton Brown Family Wealth
Pennsylvania
$5.48K
GBT
673
Grove Bank & Trust
Florida
$5.29K
JWA
674
JFS Wealth Advisors
Pennsylvania
$4.97K
JWM
675
JPL Wealth Management
Colorado
$4.64K +$5.51K +127 New