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Toll Brothers

661 hedge funds and large institutions have $9.48B invested in Toll Brothers in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 257 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.13% more ownership

Funds ownership: 88.23%90.36% (+2.1%)

2% less call options, than puts

Call options by funds: $168M | Put options by funds: $172M

8% less funds holding

Funds holding: 721661 (-60)

15% less capital invested

Capital invested by funds: $11.1B → $9.48B (-$1.64B)

18% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 257

35% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 134

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
661
Holders Change
-60
Holders Change %
-8.32%
% of All Funds
8.86%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
87
Increased
212
Reduced
257
Closed
134
Calls
$168M
Puts
$172M
Net Calls
-$4.07M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$75.8M -$6.09M -50,758 -7%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$74.8M -$12.8M -107,000 -13%
DCP
28
D1 Capital Partners
New York
$72.9M -$18.6M -155,000 -18%
Charles Schwab
29
Charles Schwab
California
$72.8M +$921K +7,670 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$70.6M +$25.3M +210,967 +46%
Pictet Asset Management
31
Pictet Asset Management
Switzerland
$70.1M -$14.5M -120,712 -15%
Jennison Associates
32
Jennison Associates
New York
$67.8M -$70.1M -584,271 -48%
BAMCO Inc
33
BAMCO Inc
New York
$55.2M +$5.91M +49,189 +10%
Holocene Advisors
34
Holocene Advisors
New York
$52.6M -$8.93M -74,342 -13%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$50.4M +$50.8M +423,218 +784%
ACA
36
Anchor Capital Advisors
Massachusetts
$38.4M +$24.1M +200,812 +123%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$37.3M +$16.7M +139,168 +65%
Allianz Asset Management
38
Allianz Asset Management
Germany
$37.1M -$34M -283,444 -45%
Citadel Advisors
39
Citadel Advisors
Florida
$35.9M -$23.5M -196,105 -37%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$32.2M -$23.5K -196 -0.1%
UBS AM
41
UBS AM
Illinois
$32.1M +$3.02M +25,157 +9%
Amundi
42
Amundi
France
$31.2M +$30.9M +256,996 +429%
Barclays
43
Barclays
United Kingdom
$30.7M -$7.94M -66,139 -19%
PCM
44
Prana Capital Management
Connecticut
$30.5M +$34.7M +288,730 New
BCM
45
Basswood Capital Management
New York
$30.3M +$7.04M +58,670 +26%
Wells Fargo
46
Wells Fargo
California
$29.9M +$6.85M +57,021 +25%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$29.5M -$4.8M -39,954 -12%
BA
48
Bridgewater Associates
Connecticut
$29.3M -$17.9M -149,345 -35%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$29.3M +$28.5M +237,600 +594%
CVA
50
Ceredex Value Advisors
Florida
$28.7M +$32.7M +272,000 New

TOL Hedge Fund Activity: Q1 2025 in Review

661 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2025, worth a combined $9.48B — down 15% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TOL and 87 opened new positions — a net loss of 47 holders — while 257 trimmed existing stakes and 212 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $456M. The largest seller was BlackRock, cutting an estimated $137M.

  • 661 institutional investors held Toll Brothers (TOL) as of Q1 2025, down from 721 in Q4 2024.
  • Funds reported $9.48B of Toll Brothers stock for Q1 2025, down 15% quarter-over-quarter.
  • 87 funds opened new Toll Brothers positions in Q1 2025 and 134 closed out, a net change of -47 holders.
  • The largest Toll Brothers buyer in Q1 2025 was Lone Pine Capital, an estimated $456M added.
  • The largest Toll Brothers seller in Q1 2025 was BlackRock, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.