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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
DWP
526
Daymark Wealth Partners
Ohio
$269K +$44.6K +304 +18%
PA
527
Parallel Advisors
California
$268K -$1.91K -13 -0.7%
AC
528
AlphaCore Capital
California
$268K +$53.7K +366 +23%
FSA
529
Financial Security Advisor
Virginia
$267K -$2.5K -17 -0.9%
JCM
530
Jacobi Capital Management
Pennsylvania
$266K
RL
531
Ruffer LLP
United Kingdom
$263K +$283K +1,924 New
AFGAS
532
Allegiance Financial Group Advisory Services
Virginia
$262K -$18.1K -123 -6%
TIA
533
Tiemann Investment Advisors
California
$260K +$12.5K +85 +5%
SA
534
Strategic Advisors
New York
$259K
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$259K +$279K +1,900 New
PCM
536
Prelude Capital Management
New York
$258K -$170K -1,156 -38%
BWM
537
Baron Wealth Management
Michigan
$257K +$30.7K +209 +13%
KPWS
538
Kestra Private Wealth Services
Texas
$255K -$14.8K -101 -5%
WS
539
Wedbush Securities
California
$254K
GS
540
GTS Securities
New York
$252K -$1.48M -10,094 -85%
QPW
541
Quantum Private Wealth
Florida
$252K
CSIC
542
Clifford Swan Investment Counsel
California
$251K
EHWM
543
Eads & Heald Wealth Management
Georgia
$247K -$22.6K -154 -8%
HIP
544
HUB Investment Partners
Texas
$247K +$266K +1,812 New
MBT
545
Montecito Bank & Trust
California
$246K -$28.2K -192 -10%
JTWM
546
Jackson Thornton Wealth Management
Alabama
$246K -$38.2K -260 -13%
JSW
547
Journey Strategic Wealth
New Jersey
$246K +$13.9K +95 +6%
Vontobel Holding
548
Vontobel Holding
Switzerland
$245K -$3.82K -26 -1%
QC
549
Quent Capital
New York
$245K -$3.23K -22 -1%
KCM
550
Kathmere Capital Management
Pennsylvania
$244K +$263K +1,791 New