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799 hedge funds and large institutions have $15.9B invested in Toast in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 292 increasing their positions, 249 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 75

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

17% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 249

17% more call options, than puts

Call options by funds: $615M | Put options by funds: $528M

8% more funds holding

Funds holding: 737799 (+62)

0.76% more ownership

Funds ownership: 86.12%86.89% (+0.76%)

1% less capital invested

Capital invested by funds: $16B → $15.9B (-$151M)

Holders
799
Holders Change
+62
Holders Change %
+8.41%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.19%
New
149
Increased
292
Reduced
249
Closed
75
Calls
$615M
Puts
$528M
Net Calls
+$87.3M
Net Calls Change
-$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
851
GC Wealth Management RIA
Massachusetts
-$205K -5,603 Closed
CCM
852
Coldstream Capital Management
Washington
-$203K -5,565 Closed
Baird Financial Group
853
Baird Financial Group
Wisconsin
-$202K -5,536 Closed
OIAM
854
OFI Invest Asset Management
France
-$91.8K -2,956 Closed
IWA
855
Icon Wealth Advisors
Texas
-$107K -2,935 Closed
HWA
856
Heritage Wealth Advisors
Virginia
-$80.3K -2,200 Closed
CI Investments Inc
857
CI Investments Inc
Ontario, Canada
-$62K -1,693 Closed
ABWM
858
Alpine Bank Wealth Management
Colorado
-$29.7K -814 Closed
ST
859
Smithfield Trust
Pennsylvania
-$18K -497 Closed
SWA
860
SOA Wealth Advisors
New York
-$16.4K -450 Closed
VanEck Associates
861
VanEck Associates
New York
-$13K -355 Closed
AWM
862
Activest Wealth Management
Florida
-$11.9K -326 Closed
PPA
863
Painted Porch Advisors
California
-$11K -301 Closed
TIM
864
Tortoise Investment Management
New York
-$10.1K -276 Closed
CWM
865
Crowley Wealth Management
Delaware
-$9.13K -250 Closed
HWA
866
Heartwood Wealth Advisors
Virginia
-$8.21K -225 Closed
AEPWM
867
Atlantic Edge Private Wealth Management
Florida
-$6.39K -175 Closed
HCM
868
Hollencrest Capital Management
California
-$6.21K -170 Closed
JWM
869
JPL Wealth Management
Colorado
-$4.64K -127 Closed
SHIM
870
Stone House Investment Management
Pennsylvania
-$2.41K -66 Closed
CCM
871
Cloud Capital Management
Washington
-$2K -60 Closed
BIM
872
Breakwater Investment Management
Washington
-$402 -11 Closed
EP
873
Essential Partners
California
-$146 -4 Closed
PAM
874
Palisade Asset Management
Minnesota
-$74 -2 Closed