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Toll Brothers

720 hedge funds and large institutions have $11.7B invested in Toll Brothers in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 212

17% more capital invested

Capital invested by funds: $10B → $11.7B (+$1.66B)

9% more funds holding

Funds holding: 660720 (+60)

1.65% less ownership

Funds ownership: 89.38%87.73% (-1.6%)

16% less call options, than puts

Call options by funds: $227M | Put options by funds: $269M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
720
Holders Change
+60
Holders Change %
+9.09%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
131
Increased
256
Reduced
212
Closed
64
Calls
$227M
Puts
$269M
Net Calls
-$42.7M
Net Calls Change
-$7.86M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
401
Harvest Investment Services
Illinois
$535K +$506K +3,874 New
KRW
402
Kaufman Rossin Wealth
Florida
$533K +$11.2K +86 +2%
EIP
403
Ellis Investment Partners
Pennsylvania
$531K +$653 +5 +0.1%
YIH
404
Y-Intercept (HK)
Hong Kong
$530K +$501K +3,838 New
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$520K +$64.4K +493 +15%
SFG
406
Sovereign Financial Group
Connecticut
$519K -$522 -4 -0.1%
VT
407
Vise Technologies
New York
$515K +$47.5K +364 +11%
Fuller & Thaler Asset Management
408
Fuller & Thaler Asset Management
California
$514K
WCA
409
Westover Capital Advisors
Delaware
$511K
FTWA
410
Fifth Third Wealth Advisors
Ohio
$509K +$4.31K +33 +0.9%
RCM
411
Requisite Capital Management
Texas
$506K +$478K +3,663 New
CFG
412
Citizens Financial Group
Rhode Island
$504K +$476K +3,645 New
FFM
413
Forum Financial Management
Illinois
$499K +$32.6K +250 +7%
OTL
414
Oak Thistle LLC
New York
$498K +$95.9K +735 +26%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$492K -$78.5K -601 -14%
GC
416
Guggenheim Capital
Illinois
$489K -$2.61K -20 -0.6%
SCM
417
Shelton Capital Management
Colorado
$489K
MC
418
Machina Capital
France
$487K +$460K +3,525 New
GCM
419
Greenland Capital Management
New York
$473K -$22.6K -173 -5%
EWA
420
EverSource Wealth Advisors
Alabama
$473K +$36.5K +280 +9%
DTL
421
Dynamic Technology Lab
Singapore
$470K -$1.23M -9,405 -73%
LIM
422
Leavell Investment Management
Alabama
$470K +$52.2K +400 +13%
CA
423
Clearstead Advisors
Ohio
$469K +$25.7K +197 +6%
N
424
Natixis
France
$469K +$315K +2,415 +246%
CJ
425
Caitlin John
Michigan
$467K +$36.3K +278 +9%