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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
CCIA
826
Cherry Creek Investment Advisors
Colorado
-$221K -5,000 Closed
MCM
827
Marathon Capital Management
Maryland
-$221K -5,000 Closed
RP
828
Regal Partners
Australia
-$221K -5,000 Closed
GC
829
Guggenheim Capital
Illinois
-$219K -4,942 Closed
FA
830
Fedenia Advisers
Wisconsin
-$218K -4,915 Closed
GF
831
Gries Financial
Ohio
-$217K -4,899 Closed
CCMG
832
Clark Capital Management Group
Pennsylvania
-$216K -4,874 Closed
LIM
833
Letson Investment Management
Georgia
-$211K -4,770 Closed
SFS
834
Sowell Financial Services
Arkansas
-$204K -4,609 Closed
DWG
835
Darden Wealth Group
Michigan
-$204K -4,600 Closed
APW
836
Axim Planning & Wealth
Ohio
-$203K -4,584 Closed
NW
837
NewEdge Wealth
Pennsylvania
-$205K -4,498 Closed
GC
838
Garde Capital
Washington
-$185K -4,179 Closed
WA
839
Whipplewood Advisors
Colorado
-$44.6K -1,007 Closed
M
840
MOTCO
Texas
-$44K -900 Closed
AAS
841
Ameritas Advisory Services
Nebraska
-$31K -700 Closed
RA
842
RiverPark Advisors
New York
-$29.6K -669 Closed
HFM
843
Harvest Fund Management
China
-$27K -614 Closed
GM
844
GeoWealth Management
Illinois
-$25.9K -584 Closed
BIG
845
Brooklyn Investment Group
New York
-$17.5K -394 Closed
MTC
846
Matrix Trust Company
Colorado
-$17K -382 Closed
MYIA
847
Mount Yale Investment Advisors
Colorado
-$9.21K -208 Closed
MAM
848
Morse Asset Management
Connecticut
-$8.64K -195 Closed
TPWA
849
Twin Peaks Wealth Advisors
California
-$6.26K -142 Closed
KWM
850
Kiker Wealth Management
Georgia
-$4.87K -110 Closed