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Toll Brothers

778 hedge funds and large institutions have $11.4B invested in Toll Brothers in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 289 increasing their positions, 237 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

22% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 237

6% more funds holding

Funds holding: 732778 (+46)

1% less capital invested

Capital invested by funds: $11.5B → $11.4B (-$159M)

6% less call options, than puts

Call options by funds: $124M | Put options by funds: $132M

1.81% less ownership

Funds ownership: 89.83%88.03% (-1.8%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
778
Holders Change
+46
Holders Change %
+6.28%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
123
Increased
289
Reduced
237
Closed
64
Calls
$124M
Puts
$132M
Net Calls
-$8.45M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
676
Atlantic Union Bankshares
Virginia
$13.6K -$9.4K -64 -39%
MWA
677
Medallion Wealth Advisors
Connecticut
$13.6K
JWM
678
JPL Wealth Management
Colorado
$13.1K +$14.1K +96 New
IRC
679
Investors Research Corp
Georgia
$12.7K
ME
680
McIlrath & Eck
Washington
$12.3K
SC
681
Swan Capital
Florida
$12.3K +$13.2K +90 New
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$11.9K -$147 -1 -1%
HWA
683
HHM Wealth Advisors
Tennessee
$10.2K
SGK
684
Steigerwald Gordon & Koch
Virginia
$9.6K
CTB
685
Country Trust Bank
Illinois
$9.55K
PWMG
686
Prestige Wealth Management Group
New Jersey
$9.28K +$294 +2 +3%
CMA
687
Cedar Mountain Advisors
Oregon
$9.14K +$9.84K +67 New
DWM
688
Dogwood Wealth Management
Kansas
$8.6K
CT
689
Clearstead Trust
Maine
$8.32K +$3.23K +22 +56%
SIC
690
SJS Investment Consulting
Ohio
$8.19K +$587 +4 +7%
IWS
691
Intentional Wealth Strategies
Colorado
$8.05K +$8.66K +59 New
CAL
692
Capital Analysts LLC
Pennsylvania
$8K
LFA
693
LGT Financial Advisors
Texas
$7.45K +$147 +1 +2%
IAIM
694
International Assets Investment Management
Florida
$7.42K -$1.61K -11 -17%
TIAA Trust, National Association
695
TIAA Trust, National Association
North Carolina
$7.37K +$7.93K +54 New
MSFP
696
Mark Sheptoff Financial Planning
Connecticut
$6.86K
HFS
697
Hughes Financial Services
Virginia
$6.82K
BWL
698
Bogart Wealth LLC
Virginia
$6.55K -$734 -5 -9%
GIA
699
GHP Investment Advisors
Colorado
$6.55K
KFAS
700
Keating Financial Advisory Services
Kansas
$6.41K -$147 -1 -2%