753 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 309 increasing their positions, 222 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 797753 (-44)

19% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 135

25% less capital invested

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

Holders
753
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$276M
Net Calls
Net Calls Change

Top Buyers

1 +$264M
2 +$221M
3 +$146M
4
Jane Street
Jane Street
New York
+$118M
5
MG
Meritage Group
California
+$102M

Top Sellers

1 -$441M
2 -$356M
3 -$255M
4
DCP
Durable Capital Partners
Maryland
-$81.6M
5
XL
XN LP
New York
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
676
Wilmington Savings Fund Society
Delaware
$4.24K
HDIM
677
Hanson & Doremus Investment Management
Vermont
$4K
FFG
678
Forum Finance Group
$4K
MBFW
679
Morton Brown Family Wealth
Pennsylvania
$3.98K
NS
680
NBC Securities
Alabama
$3.98K
HHCP
681
Hilton Head Capital Partners
South Carolina
$3.98K
CFM
682
Cornerstone Financial Management
Massachusetts
$3.95K
GBT
683
Grove Bank & Trust
Florida
$3.84K
PWPS
684
Pinnacle Wealth Planning Services
Ohio
$3.71K
VFM
685
Vision Financial Markets
Connecticut
$3.58K
GSWM
686
Golden State Wealth Management
California
$3.55K
GEA
687
Glen Eagle Advisors
New Jersey
$3.13K
WBC
688
West Branch Capital
Massachusetts
$3.08K
CT
689
Colonial Trust
South Carolina
$3.08K
CI
690
CX Institutional
Indiana
$3K
JWA
691
JFS Wealth Advisors
Pennsylvania
$2.92K
FFO
692
Fortitude Family Office
Arizona
$2.68K
VNT
693
Vanguard National Trust
Pennsylvania
$2.68K
WIM
694
Westside Investment Management
California
$2.65K
FNWA
695
Financial Network Wealth Advisors
Utah
$2.65K
NEWAS
696
N.E.W. Advisory Services
Wisconsin
$2.65K
ANBT
697
American National Bank & Trust
Texas
$2.65K
LWM
698
Lodestone Wealth Management
Washington
$2.54K
ADL
699
Asset Dedication LLC
California
$2.47K
RWS
700
Retirement Wealth Solutions
Wisconsin
$2.41K