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Toll Brothers

711 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, 210 reducing their positions, and 65 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:

1.78% less ownership

Funds ownership: 89.52%87.74% (-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
711
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
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$38.9K
TPBG
602
Turning Point Benefit Group
Maryland
$36.5K
HWM
603
Hemington Wealth Management
Virginia
$36K
ST
604
Smithfield Trust
Pennsylvania
$36K
IWP
605
IAG Wealth Partners
Wisconsin
$34.9K
CVA
606
Ceredex Value Advisors
Florida
$34.5K
AEPWM
607
Atlantic Edge Private Wealth Management
Florida
$34.5K
NS
608
NBC Securities
Alabama
$31.8K
BWL
609
Bogart Wealth LLC
Virginia
$30.1K
MWPCG
610
Measured Wealth Private Client Group
New Hampshire
$29.1K
SAM
611
Smartleaf Asset Management
Massachusetts
$29K
DMBA
612
Deseret Mutual Benefit Administrators
Utah
$28.6K
RA
613
Rise Advisors
New York
$28.4K
CTA
614
Colonial Trust Advisors
South Carolina
$28.3K
AFWM
615
Abich Financial Wealth Management
Virginia
$27.8K
RAM
616
Ramirez Asset Management
New York
$27.6K
WAG
617
Wiser Advisor Group
Arizona
$27K
VCM
618
Versant Capital Management
Arizona
$26.9K
PFBT
619
Parkside Financial Bank & Trust
Missouri
$25.3K
GKIM
620
GW&K Investment Management
Massachusetts
$25K
AUB
621
Atlantic Union Bankshares
Virginia
$22.7K
GWM
622
Geneos Wealth Management
Colorado
$22.1K
SC
623
SouthState Corp
Florida
$21.4K
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$20.9K
SIS
625
Sound Income Strategies
Florida
$20.3K