We are live on ! Find out more

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
ANBT
726
American National Bank & Trust
Texas
$3.55K
FNWA
727
Financial Network Wealth Advisors
Utah
$3.55K
WIM
728
Westside Investment Management
California
$3.55K
LWM
729
Lodestone Wealth Management
Washington
$3.41K +$3.46K +96 New
ADL
730
Asset Dedication LLC
California
$3.3K
CIA
731
Cape Investment Advisory
Georgia
$3.27K +$649 +18 +24%
RWS
732
Retirement Wealth Solutions
Wisconsin
$2.98K +$2.45K +68 +425%
KFAS
733
Keating Financial Advisory Services
Kansas
$2.84K +$2.88K +80 New
FAMI
734
Fideuram Asset Management (Ireland)
$2.81K +$2.63K +73 New
ACM
735
Accent Capital Management
Ohio
$2.77K
CH
736
Cromwell Holdings
Wyoming
$2.77K
BWA
737
Basecamp Wealth Advisors
Washington
$2.7K +$2.74K +76 New
IAS
738
IMA Advisory Services
Colorado
$2.52K +$2.56K +71 New
NEWAS
739
N.E.W. Advisory Services
Wisconsin
$2.13K +$2.16K +60 New
WAS
740
Winch Advisory Services
Wisconsin
$2.1K
SWIM
741
Smallwood Wealth Investment Management
New Jersey
$2.06K
WCM
742
Winthrop Capital Management
Indiana
$2K +$469 +13 +30%
WT
743
WHI Trust
Illinois
$1.99K +$2.02K +56 New
AA
744
Addison Advisors
Vermont
$1.78K
ACA
745
Atlas Capital Advisors
Wyoming
$1.7K +$1.73K +48 New
WW
746
Winnow Wealth
Texas
$1.62K +$1.59K +44 +4,400%
CFM
747
Cornerstone Financial Management
Massachusetts
$1.6K +$1.62K +45 New
RF
748
Rossby Financial
Florida
$1.6K +$1.62K +45 New
KG
749
Kilter Group
New York
$1.49K
CW
750
Curio Wealth
Maryland
$1.42K +$1.41K +39 New