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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
BlackRock
1
BlackRock
New York
$1.36B -$18M -122,566 -1%
GA
2
Greenhaven Associates
New York
$770M +$6.18M +42,122 +0.8%
Capital World Investors
3
Capital World Investors
California
$711M +$1.68M +11,475 +0.2%
VCM
4
Vanguard Capital Management
Pennsylvania
$580M +$624M +4,252,652 New
VPM
5
Vanguard Portfolio Management
Pennsylvania
$569M +$612M +4,170,253 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$478M +$28.2M +192,136 +6%
State Street
7
State Street
Massachusetts
$458M -$1.64M -11,181 -0.3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$408M +$14.8M +100,718 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$325M +$10.6M +72,397 +3%
AQR Capital Management
10
AQR Capital Management
Connecticut
$238M -$63.8M -434,499 -20%
Jennison Associates
11
Jennison Associates
New York
$194M +$48.2M +327,953 +30%
Goldman Sachs
12
Goldman Sachs
New York
$182M +$30.1M +204,682 +18%
Morgan Stanley
13
Morgan Stanley
New York
$174M +$24.7M +167,955 +15%
Citadel Advisors
14
Citadel Advisors
Florida
$155M +$11.5M +78,082 +7%
Holocene Advisors
15
Holocene Advisors
New York
$145M +$8.99M +61,222 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$141M -$261K -1,777 -0.2%
BAMCO Inc
17
BAMCO Inc
New York
$127M -$34.4M -234,239 -20%
Northern Trust
18
Northern Trust
Illinois
$117M -$607K -4,137 -0.5%
LSV Asset Management
19
LSV Asset Management
Illinois
$112M -$5.02M -34,183 -4%
Millennium Management
20
Millennium Management
New York
$111M +$44.2M +300,795 +59%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$110M +$26.8M +182,615 +29%
Victory Capital Management
22
Victory Capital Management
Texas
$104M -$50.4M -343,002 -31%
Bank of America
23
Bank of America
North Carolina
$103M -$1.13M -7,676 -1%
Charles Schwab
24
Charles Schwab
California
$99.4M +$3.54M +24,080 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$81.6M -$723K -4,925 -0.8%