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Toll Brothers

650 hedge funds and large institutions have $10B invested in Toll Brothers in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 242 increasing their positions, 192 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-3
Holders Change %
-0.46%
% of All Funds
8.71%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
113
Increased
242
Reduced
192
Closed
106
Calls
$170M
Puts
$205M
Net Calls
-$34.9M
Net Calls Change
-$30.8M
Name Holding Trade Value Shares
Change
Shares
Change %
P
401
&Partners
Tennessee
$386K +$29.6K +259 +8%
FFM
402
Forum Financial Management
Illinois
$384K -$457 -4 -0.1%
VT
403
Vise Technologies
New York
$384K +$384K +3,365 New
CIBC Asset Management
404
CIBC Asset Management
Ontario, Canada
$375K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$373K +$211K +1,848 +130%
AFG
406
Atomi Financial Group
New York
$369K +$82.4K +722 +29%
CA
407
Clearstead Advisors
Ohio
$365K +$327K +2,863 +850%
SCA
408
Strathmore Capital Advisors
North Carolina
$364K +$364K +3,000 New
OWP
409
ORG Wealth Partners
Texas
$363K +$130K +1,103 +56%
AG
410
AIA Group
Hong Kong
$359K
IAA
411
Independent Advisor Alliance
North Carolina
$359K +$96.9K +849 +37%
EWA
412
EverSource Wealth Advisors
Alabama
$359K +$340K +2,979 +1,816%
WSFS
413
Wilmington Savings Fund Society
Delaware
$358K
CJ
414
Caitlin John
Michigan
$354K +$354K +3,103 New
FT
415
Fiduciary Trust
Massachusetts
$353K
CWM
416
Compass Wealth Management
Connecticut
$345K -$79.9K -700 -19%
LIM
417
Leavell Investment Management
Alabama
$342K
O3W
418
Omni 360 Wealth
New Jersey
$341K +$341K +2,992 New
AI
419
Atria Investments
North Carolina
$332K +$332K +2,909 New
CPA
420
Capital Performance Advisors
California
$329K +$329K +2,886 New
OTL
421
Oak Thistle LLC
New York
$327K +$327K +2,868 New
RF
422
Rossby Financial
Florida
$325K +$8.79K +77 +3%
ECM
423
Evergreen Capital Management
Washington
$321K -$44.5K -390 -12%
MMPW
424
Mitchell McLeod Pugh & Williams
Alabama
$320K -$45.7K -400 -12%
DI
425
Disciplined Investors
Texas
$316K