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Toll Brothers

661 hedge funds and large institutions have $9.48B invested in Toll Brothers in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 257 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.13% more ownership

Funds ownership: 88.23%90.36% (+2.1%)

2% less call options, than puts

Call options by funds: $168M | Put options by funds: $172M

8% less funds holding

Funds holding: 721661 (-60)

15% less capital invested

Capital invested by funds: $11.1B → $9.48B (-$1.64B)

18% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 257

35% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 134

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
661
Holders Change
-60
Holders Change %
-8.32%
% of All Funds
8.86%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
87
Increased
212
Reduced
257
Closed
134
Calls
$168M
Puts
$172M
Net Calls
-$4.07M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
626
Rialto Wealth Management
New York
$2.32K +$2.64K +22 New
PWMG
627
Private Wealth Management Group
New Jersey
$2.11K
GC
628
Garde Capital
Washington
$2.11K +$2.4K +20 New
RCA
629
Runnymede Capital Advisors
Ohio
$2.01K
BIA
630
Bell Investment Advisors
California
$1.8K
HI
631
Horizon Investments
North Carolina
$1.79K
FHA
632
First Horizon Advisors
Tennessee
$1.58K +$1.8K +15 New
CIA
633
Cape Investment Advisory
Georgia
$1.27K
GFPC
634
Global Financial Private Client
Florida
$1.27K +$720 +6 +100%
IHWM
635
Iron Horse Wealth Management
Iowa
$1.27K +$1.44K +12 New
Kayne Anderson Rudnick Investment Management
636
Kayne Anderson Rudnick Investment Management
California
$1.24K
CTWM
637
Cherry Tree Wealth Management
Minnesota
$1.16K
WCM
638
WealthTrak Capital Management
Virginia
$1.16K +$720 +6 +120%
AF
639
Advisornet Financial
Minnesota
$1.16K +$1.08K +9 +450%
AWM
640
Abound Wealth Management
Tennessee
$1.06K
FMP
641
Financial Management Professionals
Texas
$1.06K
LWMI
642
Legacy Wealth Management (Idaho)
Idaho
$1.06K
HWM
643
HighMark Wealth Management
Minnesota
$1.06K +$1.2K +10 New
PMAM
644
Picton Mahoney Asset Management
Ontario, Canada
$1K
BF
645
BOK Financial
Oklahoma
$950
BCMLT
646
Beacon Capital Management LLC (Tennessee)
Tennessee
$740
VWA
647
Valued Wealth Advisors
Utah
$635 -$720 -6 -50%
AAP
648
Arax Advisory Partners
Colorado
$634 -$15.2K -127 -95%
CH
649
Cromwell Holdings
Wyoming
$634 +$720 +6 New
NC
650
NewSquare Capital
Pennsylvania
$634 +$720 +6 New

TOL Hedge Fund Activity: Q1 2025 in Review

661 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2025, worth a combined $9.48B — down 15% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TOL and 87 opened new positions — a net loss of 47 holders — while 257 trimmed existing stakes and 212 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $456M. The largest seller was BlackRock, cutting an estimated $137M.

  • 661 institutional investors held Toll Brothers (TOL) as of Q1 2025, down from 721 in Q4 2024.
  • Funds reported $9.48B of Toll Brothers stock for Q1 2025, down 15% quarter-over-quarter.
  • 87 funds opened new Toll Brothers positions in Q1 2025 and 134 closed out, a net change of -47 holders.
  • The largest Toll Brothers buyer in Q1 2025 was Lone Pine Capital, an estimated $456M added.
  • The largest Toll Brothers seller in Q1 2025 was BlackRock, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.