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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
676
Private Wealth Asset Management
Iowa
$12.1K
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$12.1K -$5.01K -139 -29%
VFM
678
Vision Financial Markets
Connecticut
$11.9K +$11.2K +310 +1,240%
CSPIA
679
Cary Street Partners Investment Advisory
Virginia
$11.9K -$2.85K -79 -19%
TFM
680
TFC Financial Management
Massachusetts
$11.2K -$46.9K -1,300 -80%
PTC
681
Private Trust Company
Ohio
$10.7K +$973 +27 +10%
Fifth Third Bancorp
682
Fifth Third Bancorp
Ohio
$10.6K +$3.03K +84 +39%
MWA
683
Medallion Wealth Advisors
Connecticut
$10.4K
OCM
684
Osbon Capital Management
Massachusetts
$10K +$10.2K +283 New
CMP
685
Coston McIsaac & Partners
Maine
$10K
VCM
686
Versant Capital Management
Arizona
$9.62K -$1.8K -50 -16%
GSWM
687
Golden State Wealth Management
California
$9.37K
MEG
688
Millstone Evans Group
Colorado
$8.88K
NWMP
689
Noble Wealth Management PBC
Colorado
$8.88K
TSMHT
690
Thurston Springer Miller Herd & Titak
Indiana
$8.88K +$9.01K +250 New
AAM
691
Alphadyne Asset Management
New York
$8.24K +$8.36K +232 New
CIAS
692
CBIZ Investment Advisory Services
Ohio
$7.95K +$8.07K +224 New
FCAS
693
First Command Advisory Services
Texas
$7.74K
NSIM
694
North Star Investment Management
Illinois
$7.63K +$541 +15 +8%
MA
695
MCF Advisors
Kentucky
$7.28K
GTAM
696
Global Trust Asset Management
Florida
$7.1K -$61.3K -1,700 -89%
BCM
697
Blume Capital Management
California
$7.1K
FP
698
Financial Perspectives
Minnesota
$7.1K
GAFA
699
Garton & Associates Financial Advisors
Kentucky
$7.1K +$7.21K +200 New
MFP
700
Meramec Financial Planners
Missouri
$7.04K +$9.16K +254 New