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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
SS
576
Sunbelt Securities
Texas
$90.6K
SIC
577
Salem Investment Counselors
North Carolina
$89.8K
C
578
Covestor
United Kingdom
$88K
CHC
579
City Holding Co
West Virginia
$84.5K
GRP
580
Global Retirement Partners
California
$78.7K
FAM
581
Fulcrum Asset Management
United Kingdom
$67.3K
1IA
582
1620 Investment Advisors
Massachusetts
$66.3K
QL
583
Quarry LP
New York
$64.1K
MAM
584
Morse Asset Management
Connecticut
$55.3K
SWM
585
Spire Wealth Management
Virginia
$55.1K
OA
586
Operose Advisors
Wisconsin
$55K
NWM
587
Nova Wealth Management
Florida
$52.1K
Mitsubishi UFJ Asset Management
588
Mitsubishi UFJ Asset Management
Japan
$50.1K
CTC
589
Central Trust Company
Missouri
$44.2K
RFP
590
Root Financial Partners
California
$44.1K
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$43.2K
FDCP
592
Foster Dykema Cabot & Partners
Massachusetts
$41.4K
DPW
593
DiNuzzo Private Wealth
Pennsylvania
$38.9K
TPBG
594
Turning Point Benefit Group
Maryland
$36.5K
HWM
595
Hemington Wealth Management
Virginia
$36K
ST
596
Smithfield Trust
Pennsylvania
$36K
IWP
597
IAG Wealth Partners
Wisconsin
$34.9K
CVA
598
Ceredex Value Advisors
Florida
$34.5K
AEPWM
599
Atlantic Edge Private Wealth Management
Florida
$34.5K
NS
600
NBC Securities
Alabama
$31.8K