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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
CPG
726
Cornerstone Planning Group
New Jersey
$3.29K +$294 +2 +9%
AA
727
Addison Advisors
Vermont
$3.14K
EWP
728
Elevation Wealth Partners
California
$3.14K +$2.5K +17 +283%
DWM
729
Darwin Wealth Management
Florida
$2.98K -$2.5K -17 -45%
VWA
730
Valued Wealth Advisors
Utah
$2.87K +$2.35K +16 +320%
BHWM
731
Bay Harbor Wealth Management
Maryland
$2.87K +$1.47K +10 +91%
PWMG
732
Private Wealth Management Group
New Jersey
$2.73K
MAM
733
Marquette Asset Management
Minnesota
$2.73K +$2.94K +20 New
SEP
734
Signature Equity Partners
Ohio
$2.59K
TBFA
735
Three Bearings Fiduciary Advisors
New Hampshire
$2.59K
CH
736
Cromwell Holdings
Wyoming
$2.18K
GWP
737
Gen-Wealth Partners
Michigan
$2.05K
IWP
738
IAG Wealth Partners
Wisconsin
$2.04K
FPF
739
First Pacific Financial
Washington
$1.77K +$1.91K +13 New
AP
740
Aspect Partners
Virginia
$1.77K
TPCW
741
TD Private Client Wealth
New York
$1.77K
SVCP
742
Silicon Valley Capital Partners
California
$1.77K +$1.91K +13 New
CFM
743
Cornerstone Financial Management
Massachusetts
$1.64K
MA
744
MCF Advisors
Kentucky
$1.64K +$1.76K +12 New
Kayne Anderson Rudnick Investment Management
745
Kayne Anderson Rudnick Investment Management
California
$1.6K
KG
746
Kilter Group
New York
$1.5K
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$1.5K
SHIM
748
Stone House Investment Management
Pennsylvania
$1.5K
SFS
749
Sunrise Financial Services
Washington
$1.5K
LWM
750
Lodestone Wealth Management
Washington
$1.38K