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755 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 309 increasing their positions, 225 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 799755 (-44)

20% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 135

25% less capital invested

Capital invested by funds: $15.9B → $11.9B (-$4B)

Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$276M
Net Calls
Net Calls Change

Top Buyers

1 +$264M
2 +$221M
3 +$146M
4
Jane Street
Jane Street
New York
+$118M
5
MG
Meritage Group
California
+$102M

Top Sellers

1 -$441M
2 -$356M
3 -$255M
4
DCP
Durable Capital Partners
Maryland
-$81.6M
5
XL
XN LP
New York
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
701
Asset Dedication LLC
California
$2.47K
RWS
702
Retirement Wealth Solutions
Wisconsin
$2.41K
TPWA
703
Twin Peaks Wealth Advisors
California
$2.09K
ACM
704
Accent Capital Management
Ohio
$2.07K
CH
705
Cromwell Holdings
Wyoming
$2.07K
WCM
706
Winthrop Capital Management
Indiana
$2K
SC
707
SouthState Corp
Florida
$1.94K
KFG
708
Kingdom Financial Group
Arizona
$1.78K
LAS
709
Lloyd Advisory Services
Georgia
$1.78K
IAS
710
IMA Advisory Services
Colorado
$1.7K
B
711
Bayban
Minnesota
$1.64K
WAS
712
Winch Advisory Services
Wisconsin
$1.56K
SWIM
713
Smallwood Wealth Investment Management
New Jersey
$1.54K
AF
714
Advisornet Financial
Minnesota
$1.35K
AA
715
Addison Advisors
Vermont
$1.33K
JWM
716
JPL Wealth Management
Colorado
$1.33K
ACA
717
Atlas Capital Advisors
Wyoming
$1.27K
WA
718
Whipplewood Advisors
Colorado
$1.25K
RCM
719
Richardson Capital Management
Wisconsin
$1.25K
HI
720
Horizon Investments
North Carolina
$1.17K
HWP
721
Highline Wealth Partners
California
$1.17K
KG
722
Kilter Group
New York
$1.11K
BFS
723
Bare Financial Services
Pennsylvania
$1.11K
MG
724
Mather Group
Illinois
$1.11K
CW
725
Curio Wealth
Maryland
$1.06K