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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

63% more call options, than puts

Call options by funds: $450M | Put options by funds: $276M

37% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 225

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2.39% less ownership

Funds ownership: 86.89%84.5% (-2.4%)

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
-44
Holders Change %
-5.51%
% of All Funds
9.3%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
108
Increased
309
Reduced
225
Closed
135
Calls
$450M
Puts
$276M
Net Calls
+$175M
Net Calls Change
+$87.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
701
Asset Dedication LLC
California
$2.47K
RWS
702
Retirement Wealth Solutions
Wisconsin
$2.41K +$209 +7 +8%
TPWA
703
Twin Peaks Wealth Advisors
California
$2.09K +$2.36K +79 New
ACM
704
Accent Capital Management
Ohio
$2.07K
CH
705
Cromwell Holdings
Wyoming
$2.07K
WCM
706
Winthrop Capital Management
Indiana
$2K
SC
707
SouthState Corp
Florida
$1.94K +$1.43K +48 +192%
KFG
708
Kingdom Financial Group
Arizona
$1.78K +$2K +67 New
LAS
709
Lloyd Advisory Services
Georgia
$1.78K +$2K +67 New
IAS
710
IMA Advisory Services
Colorado
$1.7K -$209 -7 -10%
B
711
Bayban
Minnesota
$1.64K -$19.3K -646 -91%
WAS
712
Winch Advisory Services
Wisconsin
$1.56K
SWIM
713
Smallwood Wealth Investment Management
New Jersey
$1.54K
AF
714
Advisornet Financial
Minnesota
$1.35K +$686 +23 +82%
AA
715
Addison Advisors
Vermont
$1.33K
JWM
716
JPL Wealth Management
Colorado
$1.33K +$1.49K +50 New
ACA
717
Atlas Capital Advisors
Wyoming
$1.27K
WA
718
Whipplewood Advisors
Colorado
$1.25K +$1.28K +43 +1,075%
RCM
719
Richardson Capital Management
Wisconsin
$1.25K +$1.4K +47 New
HI
720
Horizon Investments
North Carolina
$1.17K +$1.01K +34 +340%
HWP
721
Highline Wealth Partners
California
$1.17K +$1.31K +44 New
KG
722
Kilter Group
New York
$1.11K
BFS
723
Bare Financial Services
Pennsylvania
$1.11K +$806 +27 +180%
MG
724
Mather Group
Illinois
$1.11K +$1.25K +42 New
CW
725
Curio Wealth
Maryland
$1.06K +$30 +1 +3%