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754 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, 224 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: 798754 (-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
754
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
BC
826
Bridgefront Capital
Texas
I
827
InceptionR
California
OPWM
828
Oxinas Partners Wealth Management
Indiana
MLL
829
Moody Lynn & Lieberson
Massachusetts
NWAG
830
Net Worth Advisory Group
Utah
MFG
831
Merit Financial Group
Georgia
APW
832
Axim Planning & Wealth
Ohio
NSAM
833
North Star Asset Management
Wisconsin
NPT
834
National Philanthropic Trust
Pennsylvania
PWG
835
Portside Wealth Group
Utah
GLA
836
Great Lakes Advisors
Illinois
YCM
837
Yousif Capital Management
Michigan
MOS
838
MGO One Seven
Ohio
SC
839
Scotia Capital
Ontario, Canada
CWM
840
Connecticut Wealth Management
Connecticut
CAS
841
CTC Alternative Strategies
Illinois
Twin Tree Management
842
Twin Tree Management
Texas
PWM
843
Purus Wealth Management
California
AGM
844
Alpine Global Management
New York
MWM
845
Mindset Wealth Management
Indiana
DWG
846
Darden Wealth Group
Michigan
RSWM
847
Robertson Stephens Wealth Management
California
GWM
848
GDS Wealth Management
Texas
IWN
849
Independent Wealth Network
Iowa
ISWM
850
Intesa Sanpaolo Wealth Management