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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
FHC
701
First Horizon Corporation
Tennessee
$6.41K +$2.94K +20 +74%
EI
702
EFG International
$6.41K +$6.9K +47 New
FWM
703
Focused Wealth Management
New York
$6.41K +$6.9K +47 New
HNW
704
High Note Wealth
Minnesota
$6.28K
HNB
705
Huntington National Bank
Ohio
$6.28K +$4.55K +31 +207%
AIM
706
Anchor Investment Management
South Carolina
$6.17K
AW
707
Avion Wealth
Texas
$6K +$441 +3 +7%
RWS
708
Retirement Wealth Solutions
Wisconsin
$5.87K +$294 +2 +5%
PGAM
709
Princeton Global Asset Management
New Jersey
$5.87K
RTL
710
Red Tortoise LLC
Georgia
$5.87K
S
711
Sachetta
Massachusetts
$5.73K +$3.38K +23 +121%
BGAI
712
Bruce G. Allen Investments
Colorado
$5.19K
TFA
713
Transamerica Financial Advisors
Florida
$5.18K +$2.94K +20 +111%
HBW
714
Hazlett, Burt & Watson
West Virginia
$5K -$6.02K -41 -54%
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$4.91K +$587 +4 +13%
CBT
716
Crews Bank & Trust
Florida
$4.78K
WETS
717
Wealth Enhancement Trust Services
South Dakota
$4.74K +$5.14K +35 New
BFS
718
Bare Financial Services
Pennsylvania
$4.23K +$587 +4 +15%
RFG
719
REAP Financial Group
Texas
$4.08K +$4.41K +30 New
GCM
720
Gables Capital Management
Florida
$3.96K
IAS
721
IMA Advisory Services
Colorado
$3.82K -$294 -2 -7%
DF
722
Dunhill Financial
United Kingdom
$3.7K +$3.67K +25 +1,250%
BIA
723
Bell Investment Advisors
California
$3.69K
RWM
724
Rialto Wealth Management
New York
$3.69K +$1.18K +8 +42%
WA
725
Whipplewood Advisors
Colorado
$3.69K +$1.91K +13 +93%