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
CAMG
826
CWA Asset Management Group
Florida
BC
827
Bridgefront Capital
Texas
I
828
InceptionR
California
OPWM
829
Oxinas Partners Wealth Management
Indiana
MLL
830
Moody Lynn & Lieberson
Massachusetts
NWAG
831
Net Worth Advisory Group
Utah
MFG
832
Merit Financial Group
Georgia
APW
833
Axim Planning & Wealth
Ohio
NSAM
834
North Star Asset Management
Wisconsin
NPT
835
National Philanthropic Trust
Pennsylvania
PWG
836
Portside Wealth Group
Utah
GLA
837
Great Lakes Advisors
Illinois
YCM
838
Yousif Capital Management
Michigan
MOS
839
MGO One Seven
Ohio
SC
840
Scotia Capital
Ontario, Canada
CWM
841
Connecticut Wealth Management
Connecticut
CAS
842
CTC Alternative Strategies
Illinois
Twin Tree Management
843
Twin Tree Management
Texas
PWM
844
Purus Wealth Management
California
AGM
845
Alpine Global Management
New York
MWM
846
Mindset Wealth Management
Indiana
DWG
847
Darden Wealth Group
Michigan
GWM
848
GDS Wealth Management
Texas
RSWM
849
Robertson Stephens Wealth Management
California
IWN
850
Independent Wealth Network
Iowa