TD icon

Toronto Dominion Bank

706 hedge funds and large institutions have $67B invested in Toronto Dominion Bank in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 224 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $65.6B → $67B (+$1.36B)

1.33% less ownership

Funds ownership: 51.79%50.46% (-1.3%)

21% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.32B

Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.32B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Calton & Associates
Florida
$262K
WE
502
Wealth Effects
Massachusetts
$260K
SP
503
Successful Portfolios
Florida
$260K
CA
504
Clearstead Advisors
Ohio
$260K
IAA
505
Independent Advisor Alliance
North Carolina
$260K
CCP
506
Clarkston Capital Partners
Michigan
$254K
CCM
507
Coldstream Capital Management
Washington
$253K
HWM
508
HB Wealth Management
Georgia
$252K
WWM
509
Western Wealth Management
Colorado
$252K
WF
510
Williams Financial
Vermont
$252K
HI
511
Harbour Investments
Wisconsin
$251K
TFA
512
Transamerica Financial Advisors
Florida
$249K
SWM
513
Spire Wealth Management
Virginia
$249K
LWL
514
Leo Wealth LLC
Texas
$247K
W
515
WorthPointe
California
$245K
PC
516
Payne Capital
Oregon
$244K
SWA
517
Sax Wealth Advisors
New Jersey
$244K
PCIA
518
Prime Capital Investment Advisors
Kansas
$243K
BSB
519
Bangor Savings Bank
Maine
$242K
AC
520
AlphaCore Capital
California
$241K
LGWM
521
Litman Gregory Wealth Management
California
$240K
CI
522
Corient IA
Florida
$240K
BONH
523
Bank of New Hampshire
New Hampshire
$240K
CASB
524
Cape Ann Savings Bank
Massachusetts
$239K
KFA
525
Kelleher Financial Advisors
New York
$238K