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Toll Brothers

778 hedge funds and large institutions have $11.4B invested in Toll Brothers in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 289 increasing their positions, 237 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

22% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 237

6% more funds holding

Funds holding: 732778 (+46)

1% less capital invested

Capital invested by funds: $11.5B → $11.4B (-$159M)

6% less call options, than puts

Call options by funds: $124M | Put options by funds: $132M

1.81% less ownership

Funds ownership: 89.83%88.03% (-1.8%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
778
Holders Change
+46
Holders Change %
+6.28%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
123
Increased
289
Reduced
237
Closed
64
Calls
$124M
Puts
$132M
Net Calls
-$8.45M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
401
RiverPark Advisors
New York
$636K +$684K +4,658 New
OAM
402
Oak Asset Management
California
$628K
PCM
403
Penserra Capital Management
California
$623K +$13.8K +94 +2%
AWA
404
Aaron Wealth Advisors
Illinois
$621K +$38.6K +263 +6%
MCA
405
Martin Capital Advisors
Texas
$618K +$18.9K +129 +3%
PNFS
406
PW Nova Financial Services
Pennsylvania
$617K +$142K +964 +27%
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$605K -$10.4K -71 -2%
EP
408
Essential Partners
California
$598K -$734 -5 -0.1%
OF
409
Optimize Financial
California
$592K +$637K +4,339 New
CL
410
Choreo LLC
Illinois
$585K +$78.8K +537 +14%
DADC
411
D.A. Davidson & Co
Montana
$584K -$110K -750 -15%
SIA
412
Strategic Investment Advisors
Michigan
$583K -$23.3K -159 -4%
AI
413
Atria Investments
North Carolina
$582K +$214K +1,458 +52%
FCFC
414
First Commonwealth Financial Corp
Pennsylvania
$581K
MWM
415
MOKAN Wealth Management
Kansas
$561K +$293K +1,998 +95%
IAA
416
Independent Advisor Alliance
North Carolina
$557K +$8.37K +57 +1%
Brown Advisory
417
Brown Advisory
Maryland
$556K +$1.03K +7 +0.2%
IC
418
Inscription Capital
Texas
$548K +$590K +4,015 New
FFA
419
Fortune Financial Advisors
Kansas
$546K +$587K +4,000 New
SC
420
Syon Capital
California
$529K +$335K +2,283 +143%
TI
421
Tidal Investments
Wisconsin
$522K -$133K -908 -19%
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$519K +$264K +1,801 +90%
ProShare Advisors
423
ProShare Advisors
Maryland
$519K -$9.4K -64 -2%
FTWA
424
Fifth Third Wealth Advisors
Ohio
$514K +$15.7K +107 +3%
GHI
425
Gross & Hartman Investments
Pennsylvania
$513K +$32.6K +222 +6%