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Toll Brothers

703 hedge funds and large institutions have $11.7B invested in Toll Brothers in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 253 increasing their positions, 206 reducing their positions, and 63 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:

1.79% less ownership

Funds ownership: 89.49%87.7% (-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
703
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
Kayne Anderson Rudnick Investment Management
676
Kayne Anderson Rudnick Investment Management
California
$1.62K
SHIM
677
Stone House Investment Management
Pennsylvania
$1.52K
HWM
678
HighMark Wealth Management
Minnesota
$1.39K
AWM
679
Abound Wealth Management
Tennessee
$1.38K
BTI
680
Blue Trust Inc
Georgia
$1.38K
FMP
681
Financial Management Professionals
Texas
$1.38K
CPG
682
Cornerstone Planning Group
New Jersey
$1.26K
W
683
WealthCollab
Washington
$1.24K
AF
684
Advisornet Financial
Minnesota
$1.1K
HIA
685
HFM Investment Advisors
New Jersey
$1.1K
BHWM
686
Bay Harbor Wealth Management
Maryland
$1.1K
PMAM
687
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
688
Capital Advisors Ltd
Ohio
$1K
BHWM
689
Beaird Harris Wealth Management
Texas
$967
VWA
690
Valued Wealth Advisors
Utah
$696
LWMI
691
Legacy Wealth Management (Idaho)
Idaho
$691
GA
692
Guerra Advisors
Florida
$691
FC
693
Financial Consulate
Maryland
$553
EWP
694
Elevation Wealth Partners
California
$415
PAM
695
Palisade Asset Management
Minnesota
$415
CA
696
CoreCap Advisors
Michigan
$414
FHC
697
First Horizon Corporation
Tennessee
$414
QWM
698
Quaker Wealth Management
New Jersey
$277
ACA
699
American Capital Advisory
Idaho
$277
SA
700
Seneschal Advisors
Washington
$277