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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 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 75

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: 737799 (+62)

0.76% more ownership

Funds ownership: 86.12%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$151M)

Holders
799
Holders Change
+62
Holders Change %
+8.41%
% 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
75
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
751
United Financial Planning Group
New York
$1.42K +$1.44K +40 New
RFA
752
Reyes Financial Architecture
California
$1.39K +$1.41K +39 New
AP
753
Aspect Partners
Virginia
$1.31K
DPW
754
DiNuzzo Private Wealth
Pennsylvania
$1.28K -$108 -3 -8%
HFS
755
Hughes Financial Services
Virginia
$1.28K -$469 -13 -27%
HIA
756
HFM Investment Advisors
New Jersey
$1.17K +$937 +26 +371%
BDPWM
757
Barnes Dennig Private Wealth Management
Ohio
$1.17K +$1.19K +33 New
TWD
758
True Wealth Design
Ohio
$1.14K -$361 -10 -24%
MAM
759
Marquette Asset Management
Minnesota
$1.1K -$1.08K -30 -49%
FFO
760
Fortitude Family Office
Arizona
$1.06K -$1.55K -43 -59%
PWA
761
Physician Wealth Advisors
Utah
$1.03K -$433 -12 -29%
CAL
762
Capital Advisors Ltd
Ohio
$1K
RBC
763
Roble Belko & Company
Pennsylvania
$1K
AF
764
Advisornet Financial
Minnesota
$994 +$901 +25 +833%
SIS
765
Sound Income Strategies
Florida
$939 +$1.01K +28 New
PWA
766
Principia Wealth Advisory
Texas
$923 +$577 +16 +160%
GAG
767
Goodman Advisory Group
Massachusetts
$923 +$937 +26 New
NB
768
NBT Bank
New York
$888 -$36 -1 -3%
SC
769
SouthState Corp
Florida
$888
SEP
770
Signature Equity Partners
Ohio
$852 +$865 +24 New
BHWM
771
Bay Harbor Wealth Management
Maryland
$816 +$108 +3 +15%
MNA
772
Manning & Napier Advisors
New York
$798 +$793 +22 New
TCOV
773
Trust Company of Vermont
Vermont
$781 +$793 +22 New
CMA
774
Cedar Mountain Advisors
Oregon
$746
QWM
775
Quaker Wealth Management
New Jersey
$711 +$252 +7 +54%