We are live on ! Find out more

755 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 309 increasing their positions, 225 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $450M | Put options by funds: $276M

37% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 225

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2.39% less ownership

Funds ownership: 86.89%84.5% (-2.4%)

6% less funds holding

Funds holding: 799755 (-44)

20% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 135

25% less capital invested

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

Holders
755
Holders Change
-44
Holders Change %
-5.51%
% of All Funds
9.3%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
108
Increased
309
Reduced
225
Closed
135
Calls
$450M
Puts
$276M
Net Calls
+$175M
Net Calls Change
+$87.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
676
True Wealth Design
Ohio
$4.88K +$4.54K +152 +475%
BIA
677
Bell Investment Advisors
California
$4.43K +$1.67K +56 +50%
WSFS
678
Wilmington Savings Fund Society
Delaware
$4.24K
HDIM
679
Hanson & Doremus Investment Management
Vermont
$4K +$4.48K +150 New
FFG
680
Forum Finance Group
$4K +$5.97K +200 New
MBFW
681
Morton Brown Family Wealth
Pennsylvania
$3.98K
HHCP
682
Hilton Head Capital Partners
South Carolina
$3.98K
NS
683
NBC Securities
Alabama
$3.98K
CFM
684
Cornerstone Financial Management
Massachusetts
$3.95K +$3.1K +104 +231%
GBT
685
Grove Bank & Trust
Florida
$3.84K
PWPS
686
Pinnacle Wealth Planning Services
Ohio
$3.71K -$448 -15 -10%
VFM
687
Vision Financial Markets
Connecticut
$3.58K -$5.97K -200 -60%
GSWM
688
Golden State Wealth Management
California
$3.55K -$3.88K -130 -49%
GEA
689
Glen Eagle Advisors
New Jersey
$3.13K
WBC
690
West Branch Capital
Massachusetts
$3.08K
CT
691
Colonial Trust
South Carolina
$3.08K +$3.46K +116 New
CI
692
CX Institutional
Indiana
$3K +$3.31K +111 New
JWA
693
JFS Wealth Advisors
Pennsylvania
$2.92K -$1.85K -62 -36%
FFO
694
Fortitude Family Office
Arizona
$2.68K +$2.12K +71 +237%
VNT
695
Vanguard National Trust
Pennsylvania
$2.68K +$3.01K +101 New
FNWA
696
Financial Network Wealth Advisors
Utah
$2.65K
WIM
697
Westside Investment Management
California
$2.65K
NEWAS
698
N.E.W. Advisory Services
Wisconsin
$2.65K +$1.19K +40 +67%
ANBT
699
American National Bank & Trust
Texas
$2.65K
LWM
700
Lodestone Wealth Management
Washington
$2.54K