739 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, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

15% more call options, than puts

Call options by funds: $641M | Put options by funds: $557M

14% more funds holding

Funds holding: 648739 (+91)

4.11% more ownership

Funds ownership: 84.86%88.97% (+4.1%)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$641M
Puts
$557M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
701
Smallwood Wealth Investment Management
New Jersey
$2.57K
HFS
702
Hughes Financial Services
Virginia
$2.25K
AA
703
Addison Advisors
Vermont
$2.21K
FFO
704
Fortitude Family Office
Arizona
$2.08K
WCM
705
Winthrop Capital Management
Indiana
$2K
SO
706
Sierra Ocean
California
$1.9K
TWD
707
True Wealth Design
Ohio
$1.86K
UB
708
UMB Bank
Missouri
$1.51K
HWA
709
HHM Wealth Advisors
Tennessee
$1.42K
BTI
710
Blue Trust Inc
Georgia
$1.42K
SC
711
SouthState Corp
Florida
$1.33K
PWA
712
Physician Wealth Advisors
Utah
$1.28K
VFM
713
Vision Financial Markets
Connecticut
$1.11K
NB
714
NBT Bank
New York
$1.11K
CAL
715
Capital Advisors Ltd
Ohio
$1K
HFS
716
Hantz Financial Services
Michigan
$1K
RBC
717
Roble Belko & Company
Pennsylvania
$1K
WCM
718
WealthTrak Capital Management
Virginia
$886
TWC
719
TD Waterhouse Canada
Ontario, Canada
$861
FC
720
Fairscale Capital
New Hampshire
$781
SC
721
Stephens Consulting
Michigan
$665
FFL
722
Financial Freedom LLC
Ohio
$664
BFS
723
Bare Financial Services
Pennsylvania
$664
PWM
724
Parkworth Wealth Management
California
$664
PWA
725
Principia Wealth Advisory
Texas
$620