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Toll Brothers

661 hedge funds and large institutions have $9.48B invested in Toll Brothers in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 212 increasing their positions, 257 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.13% more ownership

Funds ownership: 88.23%90.36% (+2.1%)

2% less call options, than puts

Call options by funds: $168M | Put options by funds: $172M

8% less funds holding

Funds holding: 721661 (-60)

15% less capital invested

Capital invested by funds: $11.1B → $9.48B (-$1.64B)

18% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 257

35% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 134

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
661
Holders Change
-60
Holders Change %
-8.32%
% of All Funds
8.86%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
87
Increased
212
Reduced
257
Closed
134
Calls
$168M
Puts
$172M
Net Calls
-$4.07M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
751
First Hawaiian Bank
Hawaii
-$238K -1,887 Closed
GLA
752
Great Lakes Advisors
Illinois
-$233K -1,850 Closed
CSIC
753
Clifford Swan Investment Counsel
California
-$232K -1,839 Closed
1IA
754
1834 Investment Advisors
Wisconsin
-$228K -1,810 Closed
MIM
755
Montgomery Investment Management
Maryland
-$227K -1,800 Closed
PGFC
756
Peapack-Gladstone Financial Corp
New Jersey
-$227K -1,800 Closed
AWA
757
Aaron Wealth Advisors
Illinois
-$224K -1,781 Closed
TPI
758
Trust Point Inc
Wisconsin
-$224K -1,777 Closed
1WA
759
180 Wealth Advisors
Washington
-$222K -1,766 Closed
JCM
760
Jacobi Capital Management
Pennsylvania
-$222K -1,760 Closed
GT
761
Greenleaf Trust
Michigan
-$219K -1,738 Closed
BFG
762
Bleakley Financial Group
New Jersey
-$216K -1,713 Closed
MIM
763
Morningstar Investment Management
Illinois
-$215K -1,708 Closed
DC
764
Davenport & Co
Virginia
-$215K -1,705 Closed
AWCI
765
Alpine Woods Capital Investors
New York
-$214K -1,700 Closed
LFAS
766
Level Four Advisory Services
Texas
-$214K -1,696 Closed
C
767
Certuity
Florida
-$211K -1,673 Closed
GWP
768
Gen-Wealth Partners
Michigan
-$206K -1,639 Closed
CAM
769
Claret Asset Management
Quebec, Canada
-$206K -1,636 Closed
VC
770
Vicus Capital
Pennsylvania
-$204K -1,623 Closed
FFG
771
Fortem Financial Group
California
-$202K -1,600 Closed
FWM
772
FLP Wealth Management
Arkansas
-$154K -1,224 Closed
PIM
773
Plato Investment Management
Australia
-$144K -1,140 Closed
VWM
774
Venturi Wealth Management
Texas
-$129K -1,028 Closed
KI
775
Kapitalo Investimentos
Brazil
-$120K -953 Closed

TOL Hedge Fund Activity: Q1 2025 in Review

661 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q1 2025, worth a combined $9.48B — down 15% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TOL and 87 opened new positions — a net loss of 47 holders — while 257 trimmed existing stakes and 212 added.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $456M. The largest seller was BlackRock, cutting an estimated $137M.

  • 661 institutional investors held Toll Brothers (TOL) as of Q1 2025, down from 721 in Q4 2024.
  • Funds reported $9.48B of Toll Brothers stock for Q1 2025, down 15% quarter-over-quarter.
  • 87 funds opened new Toll Brothers positions in Q1 2025 and 134 closed out, a net change of -47 holders.
  • The largest Toll Brothers buyer in Q1 2025 was Lone Pine Capital, an estimated $456M added.
  • The largest Toll Brothers seller in Q1 2025 was BlackRock, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2025.