TOL icon

Toll Brothers

715 hedge funds and large institutions have $11.7B invested in Toll Brothers in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.66% less ownership

Funds ownership: 89.41%87.75% (-1.7%)

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
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$227M
Puts
$269M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
426
ORG Wealth Partners
Texas
$451K
TI
427
Tidal Investments
Wisconsin
$449K
IAA
428
Independent Advisor Alliance
North Carolina
$449K
SS
429
SBI Securities
Japan
$444K
PCM
430
Prelude Capital Management
New York
$440K
SFC
431
SYM Financial Corp
Indiana
$437K
AG
432
AIA Group
Hong Kong
$434K
MA
433
Mutual Advisors
Nebraska
$434K
NP
434
NorthRock Partners
Minnesota
$432K
IA
435
IFP Advisors
Florida
$432K
WSFS
436
Wilmington Savings Fund Society
Delaware
$428K
FT
437
Fiduciary Trust
Massachusetts
$428K
First Eagle Investment Management
438
First Eagle Investment Management
New York
$427K
WWC
439
Waypoint Wealth Counsel
Georgia
$427K
HWM
440
HB Wealth Management
Georgia
$424K
CWM
441
Compass Wealth Management
Connecticut
$417K
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$415K
SCA
443
Strathmore Capital Advisors
North Carolina
$414K
CPA
444
Capital Performance Advisors
California
$405K
AF
445
Allworth Financial
California
$402K
CPIG
446
Chicago Partners Investment Group
Illinois
$398K
AWM
447
Atticus Wealth Management
Florida
$396K
MMPW
448
Mitchell McLeod Pugh & Williams
Alabama
$389K
AI
449
Atria Investments
North Carolina
$385K
RF
450
Rossby Financial
Florida
$384K