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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

63% more call options, than puts

Call options by funds: $450M | Put options by funds: $276M

37% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 225

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

2.39% less ownership

Funds ownership: 86.89%84.5% (-2.4%)

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
-44
Holders Change %
-5.51%
% of All Funds
9.3%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
108
Increased
309
Reduced
225
Closed
135
Calls
$450M
Puts
$276M
Net Calls
+$175M
Net Calls Change
+$87.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
726
Rossby Financial
Florida
$1.04K -$149 -5 -11%
CAL
727
Capital Advisors Ltd
Ohio
$1K +$1.19K +40 +250%
AP
728
Aspect Partners
Virginia
$981
BDPWM
729
Barnes Dennig Private Wealth Management
Ohio
$875
GAG
730
Goodman Advisory Group
Massachusetts
$689
SEP
731
Signature Equity Partners
Ohio
$636
MAFA
732
MJT & Associates Financial Advisory
Minnesota
$584 +$656 +22 New
DPW
733
DiNuzzo Private Wealth
Pennsylvania
$557 -$448 -15 -42%
CMA
734
Cedar Mountain Advisors
Oregon
$557
SL
735
Salomon & Ludwin
Virginia
$424 -$10.6K -356 -96%
FC
736
Fairscale Capital
New Hampshire
$424
FFL
737
Financial Freedom LLC
Ohio
$398
DCM
738
Davis Capital Management
Florida
$398 +$448 +15 New
QWM
739
Quaker Wealth Management
New Jersey
$345 -$209 -7 -35%
MCM
740
MV Capital Management
Maryland
$319 +$179 +6 +100%
BHWM
741
Bay Harbor Wealth Management
Maryland
$318 -$328 -11 -48%
HFS
742
Hughes Financial Services
Virginia
$292 -$746 -25 -69%
ACM
743
Anfield Capital Management
California
$292
VWM
744
Vermillion Wealth Management
Minnesota
$292 +$328 +11 New
DF
745
Dunhill Financial
United Kingdom
$283 -$30 -1 -9%
LHEI
746
Leo H. Evart Inc
California
$265 +$298 +10 New
MNA
747
Manning & Napier Advisors
New York
$182 -$448 -15 -68%
1CP
748
1015 Capital Partners
Pennsylvania
$159 -$149 -5 -45%
SA
749
Seneschal Advisors
Washington
$107
BL
750
BFSG LLC
California
$80