We are live on ! Find out more
TOL icon

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
MWM
551
MOKAN Wealth Management
Kansas
$215K +$204K +1,561 New
DI
552
Diligent Investors
California
$215K +$203K +1,554 New
LFAS
553
Level Four Advisory Services
Texas
$214K +$202K +1,547 New
RCA
554
Resonant Capital Advisors
Wisconsin
$208K +$197K +1,507 New
BMWM
555
Brown Miller Wealth Management
Virginia
$207K +$196K +1,500 New
WMP
556
Wealth Management Partners
Arizona
$207K +$196K +1,500 New
PAG
557
Poinciana Advisors Group
Florida
$205K +$193K +1,482 New
FNT
558
First Nebraska Trust
Nebraska
$204K +$193K +1,475 New
KeyBank National Association
559
KeyBank National Association
Ohio
$203K +$192K +1,471 New
B
560
Bailard
California
$202K +$191K +1,461 New
BCM
561
Brookstone Capital Management
Illinois
$201K +$190K +1,455 New
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
$199K +$189K +1,446 New
AAM
563
Advisors Asset Management
Colorado
$192K -$96.1K -736 -35%
WPWM
564
Western Pacific Wealth Management
Illinois
$169K
TWD
565
True Wealth Design
Ohio
$167K +$41.5K +318 +36%
SOAMC
566
Spirit of America Management Corp
New York
$162K
ECM
567
EMC Capital Management
Texas
$161K
NWM
568
Navigoe Wealth Management
California
$161K
UB
569
UMB Bank
Missouri
$154K +$2.09K +16 +1%
Group One Trading
570
Group One Trading
Illinois
$141K +$134K +1,024 New
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$139K +$3.92K +30 +3%
ICA
572
Infrastructure Capital Advisors
New York
$138K +$131K +1,001 New
BNP Paribas Asset Management
573
BNP Paribas Asset Management
France
$135K +$3.52K +27 +3%
AAS
574
Ameritas Advisory Services
Nebraska
$131K -$13.1K -100 -10%
WANY
575
Wealthspire Advisors (New York)
New York
$130K +$123K +939 New