731 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, 286 increasing their positions, 213 reducing their positions, and 119 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:

2.92% less ownership

Funds ownership: 89.01%86.09% (-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
731
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
NSIM
651
North Star Investment Management
Illinois
$7.3K
BCM
652
Blume Capital Management
California
$7.3K
FP
653
Financial Perspectives
Minnesota
$7.3K
CFD
654
Creative Financial Designs
Indiana
$7.16K
T
655
Tidemark
California
$7.12K
GWS
656
Greykasell Wealth Strategies
California
$6.94K
BTI
657
Blue Trust Inc
Georgia
$6.68K
WSFS
658
Wilmington Savings Fund Society
Delaware
$6.64K
FHC
659
First Horizon Corporation
Tennessee
$6.46K
AEPWM
660
Atlantic Edge Private Wealth Management
Florida
$6.39K
GA
661
GoalVest Advisory
New York
$6.28K
HCM
662
Hollencrest Capital Management
California
$6.21K
GEA
663
Glen Eagle Advisors
New Jersey
$6.1K
HBW
664
Hazlett, Burt & Watson
West Virginia
$6K
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.92K
MBFW
666
Morton Brown Family Wealth
Pennsylvania
$5.48K
GBT
667
Grove Bank & Trust
Florida
$5.29K
JWA
668
JFS Wealth Advisors
Pennsylvania
$4.97K
JWM
669
JPL Wealth Management
Colorado
$4.64K
TWC
670
TD Waterhouse Canada
Ontario, Canada
$4.63K
BIA
671
Bell Investment Advisors
California
$4.6K
WBC
672
West Branch Capital
Massachusetts
$4.24K
Fidelity International
673
Fidelity International
Bermuda
$3.94K
VWWMG
674
Vermillion & White Wealth Management Group
Pennsylvania
$3.91K
HC
675
Hurley Capital
New York
$3.69K