732 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 287 increasing their positions, 213 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.92% less ownership

Funds ownership: 89.02%86.09% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$628M
Puts
$502M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
701
Physician Wealth Advisors
Utah
$1.5K
AP
702
Aspect Partners
Virginia
$1.35K
CAL
703
Capital Advisors Ltd
Ohio
$1K
RBC
704
Roble Belko & Company
Pennsylvania
$1K
SC
705
SouthState Corp
Florida
$913
VFM
706
Vision Financial Markets
Connecticut
$913
NB
707
NBT Bank
New York
$913
CMA
708
Cedar Mountain Advisors
Oregon
$767
BHWM
709
Bay Harbor Wealth Management
Maryland
$730
GA
710
Guerra Advisors
Florida
$730
RWS
711
Retirement Wealth Solutions
Wisconsin
$585
FC
712
Fairscale Capital
New Hampshire
$584
FFL
713
Financial Freedom LLC
Ohio
$548
BFS
714
Bare Financial Services
Pennsylvania
$548
CPG
715
Cornerstone Planning Group
New Jersey
$489
QWM
716
Quaker Wealth Management
New Jersey
$475
Pacer Advisors
717
Pacer Advisors
Pennsylvania
$438
DF
718
Dunhill Financial
United Kingdom
$425
BIM
719
Breakwater Investment Management
Washington
$402
ACM
720
Anfield Capital Management
California
$402
PWA
721
Principia Wealth Advisory
Texas
$365
BCH
722
Berkshire Capital Holdings
California
$365
HI
723
Horizon Investments
North Carolina
$365
CWP
724
Concord Wealth Partners
Virginia
$292
HIA
725
HFM Investment Advisors
New Jersey
$256