We are live on ! Find out more
TOL icon

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
MA
451
Mutual Advisors
Nebraska
$436K +$2.06K +14 +0.4%
SFC
452
SYM Financial Corp
Indiana
$436K -$1.32K -9 -0.3%
SCM
453
Sterling Capital Management
North Carolina
$435K -$367K -2,500 -44%
SCM
454
Shelton Capital Management
Colorado
$434K -$21.1K -144 -4%
KRW
455
Kaufman Rossin Wealth
Florida
$433K -$93.2K -635 -17%
ITFISA
456
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$429K +$438K +2,985 +1,843%
C
457
Certuity
Florida
$423K +$204K +1,388 +81%
FMI
458
F/M Investments
District of Columbia
$420K -$3.87M -26,378 -90%
AF
459
Allworth Financial
California
$416K +$36.9K +251 +9%
CBU
460
CIBC Bancorp USA
Illinois
$412K +$444K +3,022 New
KCP
461
Kera Capital Partners
California
$410K +$23.2K +158 +6%
FT
462
Fiduciary Trust
Massachusetts
$410K
KBC Group
463
KBC Group
Belgium
$410K +$37.3K +254 +9%
LIM
464
Leavell Investment Management
Alabama
$409K
RF
465
Rossby Financial
Florida
$408K +$36.9K +251 +9%
CIBC Asset Management
466
CIBC Asset Management
Ontario, Canada
$405K
AWA
467
Argos Wealth Advisors
California
$405K +$436K +2,969 New
CCA
468
Childress Capital Advisors
Texas
$404K -$5.73K -39 -1%
CCS
469
Concentric Capital Strategies
Connecticut
$404K +$435K +2,961 New
DWM
470
Diversify Wealth Management
Utah
$399K +$215K +1,466 +105%
EIP
471
Ellis Investment Partners
Pennsylvania
$399K -$136K -929 -24%
ECA
472
Elevated Capital Advisors
Utah
$397K -$101K -688 -19%
AWM
473
Atticus Wealth Management
Florida
$393K +$441 +3 +0.1%
KWA
474
Kingswood Wealth Advisors
California
$386K -$450K -3,062 -52%
WANY
475
Wealthspire Advisors (New York)
New York
$386K -$118K -804 -22%