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Toll Brothers

720 hedge funds and large institutions have $11.7B invested in Toll Brothers in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 212

17% more capital invested

Capital invested by funds: $10B → $11.7B (+$1.66B)

9% more funds holding

Funds holding: 660720 (+60)

1.65% less ownership

Funds ownership: 89.38%87.73% (-1.6%)

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
720
Holders Change
+60
Holders Change %
+9.09%
% of All Funds
9.45%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
131
Increased
256
Reduced
212
Closed
64
Calls
$227M
Puts
$269M
Net Calls
-$42.7M
Net Calls Change
-$7.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.53B -$14.4M -110,438 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.31B -$26.7M -204,703 -2%
GA
3
Greenhaven Associates
New York
$771M -$2.73M -20,947 -0.4%
Capital World Investors
4
Capital World Investors
California
$717M +$230M +1,763,211 +51%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$510M +$105M +803,191 +28%
State Street
6
State Street
Massachusetts
$478M -$3.3M -25,276 -0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$401M +$5.22M +39,987 +1%
AQR Capital Management
8
AQR Capital Management
Connecticut
$343M -$16.3M -124,654 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$319M +$6.25M +47,866 +2%
Holocene Advisors
10
Holocene Advisors
New York
$307M +$127M +974,567 +78%
Goldman Sachs
11
Goldman Sachs
New York
$184M +$9.59M +73,490 +6%
BAMCO Inc
12
BAMCO Inc
New York
$160M +$2.9M +22,205 +2%
Morgan Stanley
13
Morgan Stanley
New York
$148M -$7.49M -57,416 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$141M +$2.46M +18,834 +2%
Victory Capital Management
15
Victory Capital Management
Texas
$127M +$81.1M +621,117 +210%
Northern Trust
16
Northern Trust
Illinois
$124M -$2.57M -19,684 -2%
LSV Asset Management
17
LSV Asset Management
Illinois
$124M -$9.86M -75,500 -8%
N
18
Nuveen
North Carolina
$109M +$5.2M +39,836 +5%
Bank of America
19
Bank of America
North Carolina
$102M +$4.25M +32,579 +5%
Jennison Associates
20
Jennison Associates
New York
$99.1M +$496K +3,796 +0.5%
Charles Schwab
21
Charles Schwab
California
$96.6M +$64.7K +496 +0.1%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$86.2M +$2.32M +17,780 +3%
First Trust Advisors
23
First Trust Advisors
Illinois
$81.4M +$10.4M +79,480 +16%
JP Morgan Chase
24
JP Morgan Chase
New York
$79.5M +$18.2M +139,567 +32%
UBS Group
25
UBS Group
Switzerland
$77.8M -$84.9M -650,322 -54%