742 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, 320 increasing their positions, 178 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: 651742 (+91)

4.11% more ownership

Funds ownership: 84.9%89.01% (+4.1%)

Holders
742
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
BFS
726
Bare Financial Services
Pennsylvania
$664
PWM
727
Parkworth Wealth Management
California
$664
PWA
728
Principia Wealth Advisory
Texas
$620
RAM
729
Riggs Asset Management
Pennsylvania
$576
QWM
730
Quaker Wealth Management
New Jersey
$576
AWM
731
Activest Wealth Management
Florida
$576
BHWM
732
Bay Harbor Wealth Management
Maryland
$575
Pacer Advisors
733
Pacer Advisors
Pennsylvania
$531
DF
734
Dunhill Financial
United Kingdom
$515
BCH
735
Berkshire Capital Holdings
California
$443
RFS
736
Richardson Financial Services
Massachusetts
$399
CWP
737
Concord Wealth Partners
Virginia
$354
HIA
738
HFM Investment Advisors
New Jersey
$310
MCM
739
MV Capital Management
Maryland
$266
RWM
740
Rialto Wealth Management
New York
$222
AF
741
Advisornet Financial
Minnesota
$133
BL
742
BFSG LLC
California
$133
VH
743
ValueAct Holdings
California
WRCM
744
Whale Rock Capital Management
Massachusetts
LECM
745
Lead Edge Capital Management
New York
GF
746
Greenhouse Funds
Maryland
JF
747
Jump Financial
Illinois
Nomura Holdings
748
Nomura Holdings
Japan
JCM
749
Junto Capital Management
New York
FH
750
Financial Harvest
Florida