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738 hedge funds and large institutions have $16B invested in Toast in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 288 increasing their positions, 216 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 216

25% more call options, than puts

Call options by funds: $628M | Put options by funds: $502M

3% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 119

1% less funds holding

Funds holding: 749738 (-11)

2.92% less ownership

Funds ownership: 89.05%86.13% (-2.9%)

18% less capital invested

Capital invested by funds: $19.6B → $16B (-$3.59B)

47% less funds holding in top 10

Funds holding in top 10: 179 (-8)

Holders
738
Holders Change
-11
Holders Change %
-1.47%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-47.06%
% of All Funds
0.12%
New
116
Increased
288
Reduced
216
Closed
119
Calls
$628M
Puts
$502M
Net Calls
+$126M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
776
Newbridge Financial Services Group
Florida
-$858K -19,378 Closed
CW
777
CreativeOne Wealth
Kansas
-$850K -19,188 Closed
RWA
778
Redhawk Wealth Advisors
Minnesota
-$843K -19,024 Closed
CMF
779
Counterpoint Mutual Funds
California
-$745K -16,816 Closed
CC
780
Centiva Capital
New York
-$714K -16,114 Closed
HF
781
HRT Financial
New York
-$697K -15,753 Closed
AIM
782
Aigen Investment Management
New York
-$685K -15,467 Closed
MF
783
Magnetar Financial
Illinois
-$622K -14,038 Closed
SSWM
784
Sheets Smith Wealth Management
North Carolina
-$617K -13,939 Closed
FAIM
785
Financial Advocates Investment Management
Washington
-$576K -12,999 Closed
JFG
786
Jefferies Financial Group
New York
-$531K -12,000 Closed
BFG
787
Bleakley Financial Group
New Jersey
-$495K -11,168 Closed
SSA
788
Schonfeld Strategic Advisors
New York
-$486K -10,972 Closed
LJAC
789
L.J. Altfest & Co
New York
-$483K -10,907 Closed
RIP
790
Reliant Investment Partners
North Carolina
-$472K -10,665 Closed
PWM
791
Prentice Wealth Management
New York
-$471K -10,645 Closed
AA
792
ALPS Advisors
Colorado
-$463K -10,446 Closed
AWA
793
Arete Wealth Advisors
Illinois
-$452K -10,216 Closed
FIA
794
FNY Investment Advisers
New York
-$443K -10,013 Closed
PMAM
795
Penn Mutual Asset Management
Pennsylvania
-$411K -9,274 Closed
I
796
InceptionR
California
-$395K -8,910 Closed
CM
797
Castleark Management
Illinois
-$389K -8,790 Closed
CIA
798
Concurrent Investment Advisors
Florida
-$384K -8,673 Closed
RAM
799
Readystate Asset Management
Illinois
-$380K -8,571 Closed
TA
800
TFB Advisors
Kansas
-$371K -8,383 Closed