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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
HWM
751
HighMark Wealth Management
Minnesota
$1.38K
AWM
752
Abound Wealth Management
Tennessee
$1.36K
BTI
753
Blue Trust Inc
Georgia
$1.36K
FMP
754
Financial Management Professionals
Texas
$1.36K
FFA
755
Frazier Financial Advisors
Ohio
$1.36K +$1.47K +10 New
AFC
756
Ares Financial Consulting
California
$1.23K
FC
757
Financial Consulate
Maryland
$1.23K
W
758
WealthCollab
Washington
$1.23K
NSIM
759
North Star Investment Management
Illinois
$1.23K +$1.32K +9 New
AF
760
Advisornet Financial
Minnesota
$1.09K
HIA
761
HFM Investment Advisors
New Jersey
$1.09K
PMAM
762
Picton Mahoney Asset Management
Ontario, Canada
$1.09K
CAL
763
Capital Advisors Ltd
Ohio
$1K
BHWM
764
Beaird Harris Wealth Management
Texas
$956
VWM
765
Vermillion Wealth Management
Minnesota
$955 +$1.03K +7 New
FNWA
766
Financial Network Wealth Advisors
Utah
$819 +$881 +6 New
ZBNA
767
Zions Bancorporation, National Association
Utah
$819 +$881 +6 New
MCM
768
MV Capital Management
Maryland
$683 -$147 -1 -17%
QWM
769
Quaker Wealth Management
New Jersey
$683 +$441 +3 +150%
NRG
770
Nemes Rush Group
Michigan
$682
CA
771
CoreCap Advisors
Michigan
$682 +$294 +2 +67%
ACA
772
American Capital Advisory
Idaho
$546 -$441 -3 -43%
1CP
773
1015 Capital Partners
Pennsylvania
$546
HWP
774
Highline Wealth Partners
California
$546 +$587 +4 New
UFF
775
USA Financial Formulas
Michigan
$409