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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
CAMG
826
CWA Asset Management Group
Florida
-$243K -6,851 Closed
BC
827
Bridgefront Capital
Texas
-$240K -6,767 Closed
I
828
InceptionR
California
-$238K -6,700 Closed
OPWM
829
Oxinas Partners Wealth Management
Indiana
-$233K -6,557 Closed
MLL
830
Moody Lynn & Lieberson
Massachusetts
-$229K -6,461 Closed
NWAG
831
Net Worth Advisory Group
Utah
-$229K -6,438 Closed
MFG
832
Merit Financial Group
Georgia
-$228K -6,434 Closed
APW
833
Axim Planning & Wealth
Ohio
-$225K -6,335 Closed
NSAM
834
North Star Asset Management
Wisconsin
-$224K -6,300 Closed
NPT
835
National Philanthropic Trust
Pennsylvania
-$221K -6,225 Closed
PWG
836
Portside Wealth Group
Utah
-$219K -6,158 Closed
GLA
837
Great Lakes Advisors
Illinois
-$218K -6,145 Closed
YCM
838
Yousif Capital Management
Michigan
-$201K -6,134 Closed
MOS
839
MGO One Seven
Ohio
-$218K -6,133 Closed
SC
840
Scotia Capital
Ontario, Canada
-$216K -6,077 Closed
CWM
841
Connecticut Wealth Management
Connecticut
-$210K -5,927 Closed
CAS
842
CTC Alternative Strategies
Illinois
-$210K -5,900 Closed
Twin Tree Management
843
Twin Tree Management
Texas
-$175K -5,868 Closed
PWM
844
Purus Wealth Management
California
-$206K -5,802 Closed
AGM
845
Alpine Global Management
New York
-$203K -5,706 Closed
MWM
846
Mindset Wealth Management
Indiana
-$202K -5,694 Closed
DWG
847
Darden Wealth Group
Michigan
-$201K -5,670 Closed
GWM
848
GDS Wealth Management
Texas
-$201K -5,664 Closed
RSWM
849
Robertson Stephens Wealth Management
California
-$201K -5,664 Closed
IWN
850
Independent Wealth Network
Iowa
-$200K -5,642 Closed