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Toll Brothers

711 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, 210 reducing their positions, and 65 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:

1.78% less ownership

Funds ownership: 89.52%87.74% (-1.8%)

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
711
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
FHA
501
Flagship Harbor Advisors
Massachusetts
$273K
SAM
502
Shell Asset Management
Netherlands
$272K
JCM
503
Jacobi Capital Management
Pennsylvania
$270K
VFA
504
Valeo Financial Advisors
Indiana
$269K
MBT
505
Montecito Bank & Trust
California
$267K
William Blair Investment Management
506
William Blair Investment Management
Illinois
$266K
SWP
507
Stratos Wealth Partners
Ohio
$263K
SF
508
Synovus Financial
Georgia
$263K
SA
509
Strategic Advisors
New York
$262K
TW
510
Trajan Wealth
Arizona
$262K
MWM
511
Modera Wealth Management
New Jersey
$260K
TIA
512
Tiemann Investment Advisors
California
$260K
WA
513
Waddell & Associates
Tennessee
$260K
MCM
514
Marathon Capital Management
Maryland
$259K
PA
515
Parallel Advisors
California
$258K
GT
516
Greenleaf Trust
Michigan
$255K
QPW
517
Quantum Private Wealth
Florida
$255K
CSIC
518
Clifford Swan Investment Counsel
California
$254K
PCMC
519
Paragon Capital Management (Colorado)
Colorado
$254K
FFA
520
Farther Finance Advisors
California
$250K
XT
521
XTX Topco
Cayman Islands
$250K
QC
522
Quent Capital
New York
$249K
P
523
Pitcairn
Pennsylvania
$248K
MMA
524
Miracle Mile Advisors
California
$248K
JSL
525
JT Stratford LLC
Georgia
$245K