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
FNWA
676
Financial Network Wealth Advisors
Utah
$3.65K
SIC
677
SJS Investment Consulting
Ohio
$3.43K
ADL
678
Asset Dedication LLC
California
$3.4K
CIAM
679
Caitong International Asset Management
Hong Kong
$3.29K
CT
680
Clearstead Trust
Maine
$2.88K
CH
681
Cromwell Holdings
Wyoming
$2.85K
ACM
682
Accent Capital Management
Ohio
$2.85K
CIA
683
Cape Investment Advisory
Georgia
$2.7K
FFO
684
Fortitude Family Office
Arizona
$2.67K
SHIM
685
Stone House Investment Management
Pennsylvania
$2.41K
BI
686
Binnacle Investments
Iowa
$2.3K
MAM
687
Marquette Asset Management
Minnesota
$2.23K
WAS
688
Winch Advisory Services
Wisconsin
$2.15K
SWIM
689
Smallwood Wealth Investment Management
New Jersey
$2.12K
WCM
690
Winthrop Capital Management
Indiana
$2K
CCM
691
Cloud Capital Management
Washington
$2K
HFS
692
Hughes Financial Services
Virginia
$1.87K
AA
693
Addison Advisors
Vermont
$1.83K
DPW
694
DiNuzzo Private Wealth
Pennsylvania
$1.76K
QCG
695
Quadrant Capital Group
Ohio
$1.75K
TWD
696
True Wealth Design
Ohio
$1.53K
PWA
697
Physician Wealth Advisors
Utah
$1.5K
AP
698
Aspect Partners
Virginia
$1.35K
CAL
699
Capital Advisors Ltd
Ohio
$1K
RBC
700
Roble Belko & Company
Pennsylvania
$1K