738 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, 177 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: 648738 (+90)

4.11% more ownership

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

Holders
738
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
HFS
701
Hughes Financial Services
Virginia
$2.25K
AA
702
Addison Advisors
Vermont
$2.21K
FFO
703
Fortitude Family Office
Arizona
$2.08K
WCM
704
Winthrop Capital Management
Indiana
$2K
SO
705
Sierra Ocean
California
$1.9K
TWD
706
True Wealth Design
Ohio
$1.86K
UB
707
UMB Bank
Missouri
$1.51K
HWA
708
HHM Wealth Advisors
Tennessee
$1.42K
BTI
709
Blue Trust Inc
Georgia
$1.42K
SC
710
SouthState Corp
Florida
$1.33K
PWA
711
Physician Wealth Advisors
Utah
$1.28K
VFM
712
Vision Financial Markets
Connecticut
$1.11K
NB
713
NBT Bank
New York
$1.11K
CAL
714
Capital Advisors Ltd
Ohio
$1K
HFS
715
Hantz Financial Services
Michigan
$1K
RBC
716
Roble Belko & Company
Pennsylvania
$1K
WCM
717
WealthTrak Capital Management
Virginia
$886
TWC
718
TD Waterhouse Canada
Ontario, Canada
$861
FC
719
Fairscale Capital
New Hampshire
$781
SC
720
Stephens Consulting
Michigan
$665
BFS
721
Bare Financial Services
Pennsylvania
$664
FFL
722
Financial Freedom LLC
Ohio
$664
PWM
723
Parkworth Wealth Management
California
$664
PWA
724
Principia Wealth Advisory
Texas
$620
RAM
725
Riggs Asset Management
Pennsylvania
$576