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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 76

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 738799 (+61)

0.76% more ownership

Funds ownership: 86.13%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$152M)

Holders
799
Holders Change
+61
Holders Change %
+8.27%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
76
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
701
Creative Financial Designs
Indiana
$6.96K
T
702
Tidemark
California
$6.92K
GWS
703
Greykasell Wealth Strategies
California
$6.75K
GLF
704
Groupe la Francaise
France
$6.43K -$3.6K -100 -36%
GA
705
GoalVest Advisory
New York
$6.11K
JWA
706
JFS Wealth Advisors
Pennsylvania
$6.11K +$1.3K +36 +26%
CFO
707
CVA Family Office
Colorado
$6.04K -$3.82K -106 -38%
HBW
708
Hazlett, Burt & Watson
West Virginia
$6K
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.75K
WSFS
710
Wilmington Savings Fund Society
Delaware
$5.68K -$793 -22 -12%
GWM
711
Greenline Wealth Management
Florida
$5.56K +$5.66K +157 New
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$5.5K +$5.59K +155 New
QA
713
Quattro Advisors
Pennsylvania
$5.5K +$5.59K +155 New
IWM
714
Inlight Wealth Management
Georgia
$5.4K +$5.48K +152 New
MBFW
715
Morton Brown Family Wealth
Pennsylvania
$5.33K
HHCP
716
Hilton Head Capital Partners
South Carolina
$5.33K +$5.41K +150 New
NS
717
NBC Securities
Alabama
$5.33K +$5.41K +150 New
GBT
718
Grove Bank & Trust
Florida
$5.15K
TWC
719
TD Waterhouse Canada
Ontario, Canada
$4.62K
GEA
720
Glen Eagle Advisors
New Jersey
$4.19K -$1.77K -49 -29%
WBC
721
West Branch Capital
Massachusetts
$4.12K
BIA
722
Bell Investment Advisors
California
$3.94K -$541 -15 -12%
Fidelity International
723
Fidelity International
Bermuda
$3.83K
VWWMG
724
Vermillion & White Wealth Management Group
Pennsylvania
$3.8K
HC
725
Hurley Capital
New York
$3.59K