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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
PWMG
651
Prestige Wealth Management Group
New Jersey
$9.12K
MG
652
Mather Group
Illinois
$8.98K
DWM
653
Dogwood Wealth Management
Kansas
$8.7K
TIM
654
Tortoise Investment Management
New York
$8.01K
CAL
655
Capital Analysts LLC
Pennsylvania
$8K
SIC
656
SJS Investment Consulting
Ohio
$7.74K
LFA
657
LGT Financial Advisors
Texas
$7.51K
MSFP
658
Mark Sheptoff Financial Planning
Connecticut
$6.91K
DWM
659
Darwin Wealth Management
Florida
$6.84K
HFS
660
Hughes Financial Services
Virginia
$6.71K
GIA
661
GHP Investment Advisors
Colorado
$6.63K
AIM
662
Anchor Investment Management
South Carolina
$6.23K
RTL
663
Red Tortoise LLC
Georgia
$5.94K
WW
664
Winnow Wealth
Texas
$5.42K
BGAI
665
Bruce G. Allen Investments
Colorado
$5.25K
CBT
666
Crews Bank & Trust
Florida
$4.83K
RWS
667
Retirement Wealth Solutions
Wisconsin
$4.56K
GCM
668
Gables Capital Management
Florida
$4.01K
HNB
669
Huntington National Bank
Ohio
$4.01K
AW
670
Avion Wealth
Texas
$4K
BIA
671
Bell Investment Advisors
California
$3.73K
MBFW
672
Morton Brown Family Wealth
Pennsylvania
$3.45K
AA
673
Addison Advisors
Vermont
$3.18K
PWMG
674
Private Wealth Management Group
New Jersey
$2.76K
RWM
675
Rialto Wealth Management
New York
$2.49K