648 hedge funds and large institutions have $13.9B invested in Toast in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 277 increasing their positions, 169 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+23
Holders Change %
+3.68%
% of All Funds
8.8%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
112
Increased
277
Reduced
169
Closed
81
Calls
$440M
Puts
$338M
Net Calls
+$102M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
701
Harvest Investment Services
Illinois
-$218K -5,993 Closed
WCA
702
Westover Capital Advisors
Delaware
-$212K -5,820 Closed
SGAM
703
Smith Group Asset Management
Texas
-$209K -5,731 Closed
WP
704
WMS Partners
Maryland
-$208K -5,700 Closed
FFM
705
Forum Financial Management
Illinois
-$203K -5,582 Closed
EWM
706
EPG Wealth Management
Georgia
-$201K -5,510 Closed
Acadian Asset Management
707
Acadian Asset Management
Massachusetts
-$159K -4,398 Closed
CL
708
CSS LLC
Illinois
-$153K -4,204 Closed
RS
709
R Squared
Hong Kong
-$143K -3,930 Closed
CAS
710
Coppell Advisory Solutions
Texas
-$40.8K -1,106 Closed
WWA
711
Wingate Wealth Advisors
Massachusetts
-$39.9K -1,094 Closed
CFGS
712
Concourse Financial Group Securities
Alabama
-$39.5K -1,018 Closed
VWM
713
Venturi Wealth Management
Texas
-$16K -439 Closed
VHAM
714
Van Hulzen Asset Management
California
-$12.4K -340 Closed
FA
715
Fedenia Advisers
Wisconsin
-$11.3K -310 Closed
AWM
716
Avior Wealth Management
Nebraska
-$7.87K -216 Closed
NWWA
717
New Wave Wealth Advisors
Arkansas
-$7.22K -198 Closed
AAP
718
Arax Advisory Partners
Colorado
-$7.04K -193 Closed
PIM
719
Plato Investment Management
Australia
-$6.26K -171 Closed
ACM
720
Aster Capital Management
United Arab Emirates
-$4.63K -127 Closed
KIM
721
Kestra Investment Management
Texas
-$3.5K -96 Closed
MCM
722
Mainstream Capital Management
California
-$2.33K -64 Closed
PAM
723
Parvin Asset Management
South Dakota
-$1.82K -50 Closed
BTD
724
BankPlus Trust Department
Mississippi
-$583 -16 Closed
CTB
725
Country Trust Bank
Illinois
-$255 -7 Closed