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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

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: 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
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
TWD
676
True Wealth Design
Ohio
$4.88K
BIA
677
Bell Investment Advisors
California
$4.43K
WSFS
678
Wilmington Savings Fund Society
Delaware
$4.24K
HDIM
679
Hanson & Doremus Investment Management
Vermont
$4K
FFG
680
Forum Finance Group
$4K
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
GBT
685
Grove Bank & Trust
Florida
$3.84K
PWPS
686
Pinnacle Wealth Planning Services
Ohio
$3.71K
VFM
687
Vision Financial Markets
Connecticut
$3.58K
GSWM
688
Golden State Wealth Management
California
$3.55K
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
CI
692
CX Institutional
Indiana
$3K
JWA
693
JFS Wealth Advisors
Pennsylvania
$2.92K
FFO
694
Fortitude Family Office
Arizona
$2.68K
VNT
695
Vanguard National Trust
Pennsylvania
$2.68K
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
ANBT
699
American National Bank & Trust
Texas
$2.65K
LWM
700
Lodestone Wealth Management
Washington
$2.54K