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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
TPI
501
Trust Point Inc
Wisconsin
$286K +$270K +2,069 New
JTWM
502
Jackson Thornton Wealth Management
Alabama
$282K +$19.6K +150 +8%
HFS
503
Hantz Financial Services
Michigan
$280K +$95.8K +734 +57%
AFCM
504
Applied Finance Capital Management
Puerto Rico
$273K -$78.6K -602 -23%
EHWM
505
Eads & Heald Wealth Management
Georgia
$273K
FHA
506
Flagship Harbor Advisors
Massachusetts
$273K -$2.87K -22 -1%
SAM
507
Shell Asset Management
Netherlands
$272K -$337K -2,579 -57%
JCM
508
Jacobi Capital Management
Pennsylvania
$270K +$25.1K +192 +11%
VFA
509
Valeo Financial Advisors
Indiana
$269K +$254K +1,944 New
MBT
510
Montecito Bank & Trust
California
$267K +$252K +1,931 New
William Blair Investment Management
511
William Blair Investment Management
Illinois
$266K -$2.87K -22 -1%
SWP
512
Stratos Wealth Partners
Ohio
$263K +$1.96K +15 +0.8%
SF
513
Synovus Financial
Georgia
$263K +$248K +1,901 New
SA
514
Strategic Advisors
New York
$262K
TW
515
Trajan Wealth
Arizona
$262K -$72.6K -556 -23%
MWM
516
Modera Wealth Management
New Jersey
$260K -$8.88K -68 -3%
TIA
517
Tiemann Investment Advisors
California
$260K +$3.26K +25 +1%
WA
518
Waddell & Associates
Tennessee
$260K +$245K +1,879 New
MCM
519
Marathon Capital Management
Maryland
$259K +$245K +1,875 New
PA
520
Parallel Advisors
California
$258K +$107K +820 +78%
GT
521
Greenleaf Trust
Michigan
$255K -$522 -4 -0.2%
QPW
522
Quantum Private Wealth
Florida
$255K +$241K +1,843 New
CSIC
523
Clifford Swan Investment Counsel
California
$254K
PCMC
524
Paragon Capital Management (Colorado)
Colorado
$254K -$14.5K -111 -6%
FFA
525
Farther Finance Advisors
California
$250K +$42.7K +327 +22%