753 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 309 increasing their positions, 222 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: 797753 (-44)

19% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 135

25% less capital invested

Capital invested by funds: $15.9B → $11.9B (-$4B)

Holders
753
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
TPWA
701
Twin Peaks Wealth Advisors
California
$2.09K
ACM
702
Accent Capital Management
Ohio
$2.07K
CH
703
Cromwell Holdings
Wyoming
$2.07K
WCM
704
Winthrop Capital Management
Indiana
$2K
SC
705
SouthState Corp
Florida
$1.94K
LAS
706
Lloyd Advisory Services
Georgia
$1.78K
KFG
707
Kingdom Financial Group
Arizona
$1.78K
IAS
708
IMA Advisory Services
Colorado
$1.7K
B
709
Bayban
Minnesota
$1.64K
WAS
710
Winch Advisory Services
Wisconsin
$1.56K
SWIM
711
Smallwood Wealth Investment Management
New Jersey
$1.54K
AF
712
Advisornet Financial
Minnesota
$1.35K
AA
713
Addison Advisors
Vermont
$1.33K
JWM
714
JPL Wealth Management
Colorado
$1.33K
ACA
715
Atlas Capital Advisors
Wyoming
$1.27K
WA
716
Whipplewood Advisors
Colorado
$1.25K
RCM
717
Richardson Capital Management
Wisconsin
$1.25K
HI
718
Horizon Investments
North Carolina
$1.17K
HWP
719
Highline Wealth Partners
California
$1.17K
KG
720
Kilter Group
New York
$1.11K
BFS
721
Bare Financial Services
Pennsylvania
$1.11K
MG
722
Mather Group
Illinois
$1.11K
CW
723
Curio Wealth
Maryland
$1.06K
RF
724
Rossby Financial
Florida
$1.04K
CAL
725
Capital Advisors Ltd
Ohio
$1K