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Toll Brothers

703 hedge funds and large institutions have $11.7B invested in Toll Brothers in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 253 increasing their positions, 206 reducing their positions, and 63 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:

1.79% less ownership

Funds ownership: 89.49%87.7% (-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
703
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
SFCL
526
Strengthening Families & Communities LLC
Massachusetts
$235K
NWM
527
Northwest Wealth Management
Iowa
$234K
WA
528
Waverly Advisors
Alabama
$234K
Bessemer Group
529
Bessemer Group
New Jersey
$233K
FFN
530
Focus Financial Network
Minnesota
$233K
AWA
531
Aaron Wealth Advisors
Illinois
$232K
DC
532
Davenport & Co
Virginia
$230K
JSW
533
Journey Strategic Wealth
New Jersey
$230K
MC
534
Moors & Cabot
Massachusetts
$228K
FFA
535
Fi3 Financial Advisors
Indiana
$227K
1IA
536
1834 Investment Advisors
Wisconsin
$227K
GF
537
Gries Financial
Ohio
$227K
DWP
538
Daymark Wealth Partners
Ohio
$226K
BAAM
539
Baker Avenue Asset Management
California
$221K
MWM
540
MOKAN Wealth Management
Kansas
$215K
DI
541
Diligent Investors
California
$215K
LFAS
542
Level Four Advisory Services
Texas
$214K
RCA
543
Resonant Capital Advisors
Wisconsin
$208K
BMWM
544
Brown Miller Wealth Management
Virginia
$207K
WMP
545
Wealth Management Partners
Arizona
$207K
PAG
546
Poinciana Advisors Group
Florida
$205K
KeyBank National Association
547
KeyBank National Association
Ohio
$203K
B
548
Bailard
California
$202K
BCM
549
Brookstone Capital Management
Illinois
$201K
Acadian Asset Management
550
Acadian Asset Management
Massachusetts
$199K