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Toll Brothers

653 hedge funds and large institutions have $9.35B invested in Toll Brothers in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 253 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
-61
Holders Change %
-8.54%
% of All Funds
8.87%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
89
Increased
207
Reduced
253
Closed
133
Calls
$168M
Puts
$172M
Net Calls
-$4.07M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
626
Global Financial Private Client
Florida
$1.27K +$633 +6 +100%
IHWM
627
Iron Horse Wealth Management
Iowa
$1.27K +$1.27K +12 New
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$1.24K
CTWM
629
Cherry Tree Wealth Management
Minnesota
$1.16K
WCM
630
WealthTrak Capital Management
Virginia
$1.16K +$634 +6 +120%
AF
631
Advisornet Financial
Minnesota
$1.16K +$950 +9 +450%
AWM
632
Abound Wealth Management
Tennessee
$1.06K
LWMI
633
Legacy Wealth Management (Idaho)
Idaho
$1.06K
FMP
634
Financial Management Professionals
Texas
$1.06K
HWM
635
HighMark Wealth Management
Minnesota
$1.06K +$1.06K +10 New
PMAM
636
Picton Mahoney Asset Management
Ontario, Canada
$1K
BF
637
BOK Financial
Oklahoma
$950
BCMLT
638
Beacon Capital Management LLC (Tennessee)
Tennessee
$740
VWA
639
Valued Wealth Advisors
Utah
$635 -$635 -6 -50%
AAP
640
Arax Advisory Partners
Colorado
$634 -$13.4K -127 -95%
NC
641
NewSquare Capital
Pennsylvania
$634 +$634 +6 New
CH
642
Cromwell Holdings
Wyoming
$634 +$634 +6 New
PWM
643
Parkworth Wealth Management
California
$528
BFS
644
Bare Financial Services
Pennsylvania
$528 +$528 +5 New
PWA
645
Principia Wealth Advisory
Texas
$478 -$287 -3 -38%
HWP
646
Highline Wealth Partners
California
$317 +$317 +3 New
BHWM
647
Bay Harbor Wealth Management
Maryland
$316 +$316 +3 New
HIA
648
HFM Investment Advisors
New Jersey
$212 +$212 +2 New
HNW
649
High Note Wealth
Minnesota
$106
MCM
650
Manchester Capital Management
Vermont
$106