736 hedge funds and large institutions have $19.6B invested in Toast in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 317 increasing their positions, 176 reducing their positions, and 55 closing their positions.

Holders
736
Holders Change
+87
Holders Change %
+13.41%
% of All Funds
9.88%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
152
Increased
317
Reduced
176
Closed
55
Calls
$641M
Puts
$557M
Net Calls
+$84.5M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
701
Fortitude Family Office
Arizona
$2.08K +$2.08K +47 New
WCM
702
Winthrop Capital Management
Indiana
$2K
SO
703
Sierra Ocean
California
$1.9K +$443 +10 +30%
TWD
704
True Wealth Design
Ohio
$1.86K +$399 +9 +27%
UB
705
UMB Bank
Missouri
$1.51K +$1.15K +26 +325%
HWA
706
HHM Wealth Advisors
Tennessee
$1.42K
BTI
707
Blue Trust Inc
Georgia
$1.42K +$1.42K +32 New
SC
708
SouthState Corp
Florida
$1.33K -$576 -13 -30%
PWA
709
Physician Wealth Advisors
Utah
$1.29K
VFM
710
Vision Financial Markets
Connecticut
$1.11K
NB
711
NBT Bank
New York
$1.11K +$1.11K +25 New
CAL
712
Capital Advisors Ltd
Ohio
$1K
HFS
713
Hantz Financial Services
Michigan
$1K +$538 +7 +117%
RBC
714
Roble Belko & Company
Pennsylvania
$1K +$1K +18 New
WCM
715
WealthTrak Capital Management
Virginia
$886 -$222 -5 -20%
TWC
716
TD Waterhouse Canada
Ontario, Canada
$861 +$861 +20 New
FC
717
Fairscale Capital
New Hampshire
$781
SC
718
Stephens Consulting
Michigan
$665 +$665 +15 New
FFL
719
Financial Freedom LLC
Ohio
$664
BFS
720
Bare Financial Services
Pennsylvania
$664
PWM
721
Parkworth Wealth Management
California
$664 +$487 +11 +275%
PWA
722
Principia Wealth Advisory
Texas
$620
RAM
723
Riggs Asset Management
Pennsylvania
$576
QWM
724
Quaker Wealth Management
New Jersey
$576 +$576 +13 New
AWM
725
Activest Wealth Management
Florida
$576 +$576 +13 New