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Toll Brothers

715 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, 212 reducing their positions, and 64 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:

1.66% less ownership

Funds ownership: 89.41%87.75% (-1.7%)

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
715
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
AA
676
Addison Advisors
Vermont
$3.18K
PWMG
677
Private Wealth Management Group
New Jersey
$2.76K
RWM
678
Rialto Wealth Management
New York
$2.49K
CH
679
Cromwell Holdings
Wyoming
$2.21K
GWP
680
Gen-Wealth Partners
Michigan
$2.07K
CCM
681
Cloud Capital Management
Washington
$2K
AP
682
Aspect Partners
Virginia
$1.8K
TPCW
683
TD Private Client Wealth
New York
$1.66K
BFS
684
Bare Financial Services
Pennsylvania
$1.66K
TFA
685
Transamerica Financial Advisors
Florida
$1.66K
IWM
686
IMG Wealth Management
Florida
$1.66K
Kayne Anderson Rudnick Investment Management
687
Kayne Anderson Rudnick Investment Management
California
$1.62K
SHIM
688
Stone House Investment Management
Pennsylvania
$1.52K
HWM
689
HighMark Wealth Management
Minnesota
$1.39K
AWM
690
Abound Wealth Management
Tennessee
$1.38K
BTI
691
Blue Trust Inc
Georgia
$1.38K
FMP
692
Financial Management Professionals
Texas
$1.38K
CPG
693
Cornerstone Planning Group
New Jersey
$1.26K
W
694
WealthCollab
Washington
$1.24K
AF
695
Advisornet Financial
Minnesota
$1.1K
HIA
696
HFM Investment Advisors
New Jersey
$1.1K
BHWM
697
Bay Harbor Wealth Management
Maryland
$1.1K
PMAM
698
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
699
Capital Advisors Ltd
Ohio
$1K
BHWM
700
Beaird Harris Wealth Management
Texas
$967