718 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, 278 increasing their positions, 210 reducing their positions, and 116 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:

3.13% less ownership

Funds ownership: 88.95%85.82% (-3.1%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.62B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
718
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
FFO
676
Fortitude Family Office
Arizona
$2.67K
SHIM
677
Stone House Investment Management
Pennsylvania
$2.41K
BI
678
Binnacle Investments
Iowa
$2.3K
MAM
679
Marquette Asset Management
Minnesota
$2.23K
WAS
680
Winch Advisory Services
Wisconsin
$2.15K
SWIM
681
Smallwood Wealth Investment Management
New Jersey
$2.12K
WCM
682
Winthrop Capital Management
Indiana
$2K
CCM
683
Cloud Capital Management
Washington
$2K
HFS
684
Hughes Financial Services
Virginia
$1.87K
AA
685
Addison Advisors
Vermont
$1.83K
DPW
686
DiNuzzo Private Wealth
Pennsylvania
$1.76K
QCG
687
Quadrant Capital Group
Ohio
$1.75K
TWD
688
True Wealth Design
Ohio
$1.53K
PWA
689
Physician Wealth Advisors
Utah
$1.5K
AP
690
Aspect Partners
Virginia
$1.35K
CAL
691
Capital Advisors Ltd
Ohio
$1K
RBC
692
Roble Belko & Company
Pennsylvania
$1K
SC
693
SouthState Corp
Florida
$913
VFM
694
Vision Financial Markets
Connecticut
$913
NB
695
NBT Bank
New York
$913
CMA
696
Cedar Mountain Advisors
Oregon
$767
BHWM
697
Bay Harbor Wealth Management
Maryland
$730
GA
698
Guerra Advisors
Florida
$730
RWS
699
Retirement Wealth Solutions
Wisconsin
$585
FC
700
Fairscale Capital
New Hampshire
$584