726 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, 284 increasing their positions, 211 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:

3.14% less ownership

Funds ownership: 89.01%85.87% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.63B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
726
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
FP
651
Financial Perspectives
Minnesota
$7.3K
CFD
652
Creative Financial Designs
Indiana
$7.16K
T
653
Tidemark
California
$7.12K
GWS
654
Greykasell Wealth Strategies
California
$6.94K
BTI
655
Blue Trust Inc
Georgia
$6.68K
WSFS
656
Wilmington Savings Fund Society
Delaware
$6.64K
FHC
657
First Horizon Corporation
Tennessee
$6.46K
AEPWM
658
Atlantic Edge Private Wealth Management
Florida
$6.39K
GA
659
GoalVest Advisory
New York
$6.28K
HCM
660
Hollencrest Capital Management
California
$6.21K
GEA
661
Glen Eagle Advisors
New Jersey
$6.1K
HBW
662
Hazlett, Burt & Watson
West Virginia
$6K
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.92K
MBFW
664
Morton Brown Family Wealth
Pennsylvania
$5.48K
GBT
665
Grove Bank & Trust
Florida
$5.29K
JWA
666
JFS Wealth Advisors
Pennsylvania
$4.97K
JWM
667
JPL Wealth Management
Colorado
$4.64K
TWC
668
TD Waterhouse Canada
Ontario, Canada
$4.63K
BIA
669
Bell Investment Advisors
California
$4.6K
WBC
670
West Branch Capital
Massachusetts
$4.24K
Fidelity International
671
Fidelity International
Bermuda
$3.94K
VWWMG
672
Vermillion & White Wealth Management Group
Pennsylvania
$3.91K
HC
673
Hurley Capital
New York
$3.69K
ANBT
674
American National Bank & Trust
Texas
$3.65K
WIM
675
Westside Investment Management
California
$3.65K