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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
TFA
801
Trinity Financial Advisors
Ohio
-$452K -12,726 Closed
CP
802
Cumberland Partners
Ontario, Canada
-$444K -12,500 Closed
WANY
803
Wealthspire Advisors (New York)
New York
-$426K -11,985 Closed
CPIG
804
Chicago Partners Investment Group
Illinois
-$392K -11,598 Closed
AIA
805
AssuredPartners Investment Advisors
Florida
-$403K -11,344 Closed
SCA
806
STALEY CAPITAL ADVISERS
Pennsylvania
-$376K -10,600 Closed
BEI
807
Benjamin Edwards Inc
Missouri
-$365K -10,283 Closed
GCM
808
Graham Capital Management
Connecticut
-$365K -10,279 Closed
CIC
809
Carnegie Investment Counsel
Ohio
-$362K -10,200 Closed
FFM
810
Forum Financial Management
Illinois
-$351K -9,880 Closed
BCM
811
Bayesian Capital Management
New York
-$337K -9,500 Closed
WPC
812
Wedmont Private Capital
Pennsylvania
-$347K -9,478 Closed
TVM
813
True Vision MN
Minnesota
-$325K -9,145 Closed
WMP
814
Wealth Management Partners
Arizona
-$312K -8,783 Closed
RCM
815
RMR Capital Management
California
-$294K -8,291 Closed
IC
816
Inscription Capital
Texas
-$294K -8,268 Closed
FAOAI
817
Fund Advisors of America Inc
Florida
-$290K -8,160 Closed
VIM
818
Vinva Investment Management
Australia
-$295K -8,132 Closed
BBES
819
Buffalo Business & Estate Services
New York
-$288K -8,121 Closed
VFA
820
Valeo Financial Advisors
Indiana
-$285K -8,024 Closed
BWM
821
Bosman Wealth Management
California
-$280K -7,873 Closed
SAM
822
SP Asset Management
California
-$277K -7,802 Closed
PDM
823
Penn Davis McFarland
Texas
-$266K -7,500 Closed
SWP
824
Stratos Wealth Partners
Ohio
-$259K -7,285 Closed
SI
825
Stonekeep Investments
New Mexico
-$249K -7,004 Closed