753 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 309 increasing their positions, 222 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 797753 (-44)

19% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 135

25% less capital invested

Capital invested by funds: $15.9B → $11.9B (-$4B)

Holders
753
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$276M
Net Calls
Net Calls Change

Top Buyers

1 +$264M
2 +$221M
3 +$146M
4
Jane Street
Jane Street
New York
+$118M
5
MG
Meritage Group
California
+$102M

Top Sellers

1 -$441M
2 -$356M
3 -$255M
4
DCP
Durable Capital Partners
Maryland
-$81.6M
5
XL
XN LP
New York
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Trinity Financial Advisors
Ohio
CP
802
Cumberland Partners
Ontario, Canada
WANY
803
Wealthspire Advisors (New York)
New York
CPIG
804
Chicago Partners Investment Group
Illinois
AIA
805
AssuredPartners Investment Advisors
Florida
SCA
806
STALEY CAPITAL ADVISERS
Pennsylvania
BEI
807
Benjamin Edwards Inc
Missouri
GCM
808
Graham Capital Management
Connecticut
CIC
809
Carnegie Investment Counsel
Ohio
FFM
810
Forum Financial Management
Illinois
BCM
811
Bayesian Capital Management
New York
WPC
812
Wedmont Private Capital
Pennsylvania
TVM
813
True Vision MN
Minnesota
WMP
814
Wealth Management Partners
Arizona
RCM
815
RMR Capital Management
California
IC
816
Inscription Capital
Texas
FAOAI
817
Fund Advisors of America Inc
Florida
VIM
818
Vinva Investment Management
Australia
BBES
819
Buffalo Business & Estate Services
New York
VFA
820
Valeo Financial Advisors
Indiana
BWM
821
Bosman Wealth Management
California
SAM
822
SP Asset Management
California
PDM
823
Penn Davis McFarland
Texas
SWP
824
Stratos Wealth Partners
Ohio
SI
825
Stonekeep Investments
New Mexico