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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
PWM
651
Parkworth Wealth Management
California
$528
BFS
652
Bare Financial Services
Pennsylvania
$528 +$600 +5 New
PWA
653
Principia Wealth Advisory
Texas
$478 -$360 -3 -38%
HWP
654
Highline Wealth Partners
California
$317 +$360 +3 New
BHWM
655
Bay Harbor Wealth Management
Maryland
$316 +$360 +3 New
HIA
656
HFM Investment Advisors
New Jersey
$212 +$240 +2 New
HNW
657
High Note Wealth
Minnesota
$106
MCM
658
Manchester Capital Management
Vermont
$106
MCM
659
MV Capital Management
Maryland
$106 +$120 +1 New
VWM
660
Valley Wealth Managers
New Jersey
$51
JCM
661
Junto Capital Management
New York
-$54.9M -436,117 Closed
Westfield Capital Management
662
Westfield Capital Management
Massachusetts
-$50.4M -400,069 Closed
1SP
663
140 Summer Partners
New York
-$46.4M -368,449 Closed
Arrowstreet Capital
664
Arrowstreet Capital
Massachusetts
-$41.4M -328,961 Closed
Marshall Wace
665
Marshall Wace
United Kingdom
-$29.2M -231,956 Closed
CC
666
Cartenna Capital
Connecticut
-$18.6M -147,594 Closed
Bank of Nova Scotia
667
Bank of Nova Scotia
Ontario, Canada
-$17.5M -139,107 Closed
Axa
668
Axa
France
-$9.73M -77,227 Closed
Jacobs Levy Equity Management
669
Jacobs Levy Equity Management
New Jersey
-$9.59M -76,157 Closed
Schroder Investment Management Group
670
Schroder Investment Management Group
United Kingdom
-$8.22M -65,199 Closed
TIAA Trust, National Association
671
TIAA Trust, National Association
North Carolina
-$6.85M -54,406 Closed
MCM
672
Marsico Capital Management
Colorado
-$6.37M -50,554 Closed
MWM
673
MinichMacGregor Wealth Management
New York
-$6.03M -47,875 Closed
ZIM
674
Zacks Investment Management
Illinois
-$5.88M -46,685 Closed
FCM
675
Fieldview Capital Management
Michigan
-$5.61M -44,513 Closed

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.