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Toll Brothers

715 hedge funds and large institutions have $11.7B invested in Toll Brothers in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 64 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:

1.66% less ownership

Funds ownership: 89.41%87.75% (-1.7%)

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
715
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
RFP
601
Root Financial Partners
California
$44.1K
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$43.2K
FDCP
603
Foster Dykema Cabot & Partners
Massachusetts
$41.4K
DPW
604
DiNuzzo Private Wealth
Pennsylvania
$38.9K
TPBG
605
Turning Point Benefit Group
Maryland
$36.5K
HWM
606
Hemington Wealth Management
Virginia
$36K
ST
607
Smithfield Trust
Pennsylvania
$36K
IWP
608
IAG Wealth Partners
Wisconsin
$34.9K
CVA
609
Ceredex Value Advisors
Florida
$34.5K
AEPWM
610
Atlantic Edge Private Wealth Management
Florida
$34.5K
NS
611
NBC Securities
Alabama
$31.8K
BWL
612
Bogart Wealth LLC
Virginia
$30.1K
MWPCG
613
Measured Wealth Private Client Group
New Hampshire
$29.1K
SAM
614
Smartleaf Asset Management
Massachusetts
$29K
DMBA
615
Deseret Mutual Benefit Administrators
Utah
$28.6K
RA
616
Rise Advisors
New York
$28.4K
CTA
617
Colonial Trust Advisors
South Carolina
$28.3K
AFWM
618
Abich Financial Wealth Management
Virginia
$27.8K
RAM
619
Ramirez Asset Management
New York
$27.6K
WAG
620
Wiser Advisor Group
Arizona
$27K
VCM
621
Versant Capital Management
Arizona
$26.9K
PFBT
622
Parkside Financial Bank & Trust
Missouri
$25.3K
GKIM
623
GW&K Investment Management
Massachusetts
$25K
AUB
624
Atlantic Union Bankshares
Virginia
$22.7K
GWM
625
Geneos Wealth Management
Colorado
$22.1K