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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
BWL
601
Bogart Wealth LLC
Virginia
$30.1K
MWPCG
602
Measured Wealth Private Client Group
New Hampshire
$29.1K
SAM
603
Smartleaf Asset Management
Massachusetts
$29K
DMBA
604
Deseret Mutual Benefit Administrators
Utah
$28.6K
RA
605
Rise Advisors
New York
$28.4K
CTA
606
Colonial Trust Advisors
South Carolina
$28.3K
AFWM
607
Abich Financial Wealth Management
Virginia
$27.8K
RAM
608
Ramirez Asset Management
New York
$27.6K
WAG
609
Wiser Advisor Group
Arizona
$27K
VCM
610
Versant Capital Management
Arizona
$26.9K
PFBT
611
Parkside Financial Bank & Trust
Missouri
$25.3K
GKIM
612
GW&K Investment Management
Massachusetts
$25K
AUB
613
Atlantic Union Bankshares
Virginia
$22.7K
GWM
614
Geneos Wealth Management
Colorado
$22.1K
SC
615
SouthState Corp
Florida
$21.4K
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$20.9K
SIS
617
Sound Income Strategies
Florida
$20.3K
Optiver Holding
618
Optiver Holding
Netherlands
$20K
VNA
619
Valley National Advisers
Pennsylvania
$20K
PCM
620
Peregrine Capital Management
Minnesota
$19.3K
MAM
621
Meeder Asset Management
Ohio
$18.4K
CFO
622
CVA Family Office
Colorado
$18K
WAM
623
WFA Asset Management
Wisconsin
$16.8K
JWA
624
JFS Wealth Advisors
Pennsylvania
$16.6K
KA
625
Kozak & Associates
Colorado
$16.5K