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Toll Brothers

721 hedge funds and large institutions have $11.1B invested in Toll Brothers in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 240 increasing their positions, 263 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 97

0% more funds holding

Funds holding: 718721 (+3)

0.36% more ownership

Funds ownership: 87.87%88.23% (+0.36%)

9% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 263

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

19% less capital invested

Capital invested by funds: $13.7B → $11.1B (-$2.58B)

31% less call options, than puts

Call options by funds: $259M | Put options by funds: $378M

Holders
721
Holders Change
+3
Holders Change %
+0.42%
% of All Funds
9.5%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
110
Increased
240
Reduced
263
Closed
97
Calls
$259M
Puts
$378M
Net Calls
-$119M
Net Calls Change
-$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Cumberland Partners
Ontario, Canada
$3.03M -$705K -4,745 -16%
APF
227
Alaska Permanent Fund
Alaska
$3.03M
SOMRS
228
State of Michigan Retirement System
Michigan
$3.01M -$59.4K -400 -2%
NAM
229
NorthCrest Asset Manangement
Minnesota
$2.96M
MIIM
230
Mesirow Institutional Investment Management
Illinois
$2.93M +$519K +3,496 +18%
Cerity Partners
231
Cerity Partners
New York
$2.9M -$343K -2,312 -10%
EH
232
EMG Holdings
Connecticut
$2.9M +$3.42M +23,000 New
PI
233
PineBridge Investments
New York
$2.89M +$1.02M +6,870 +43%
RL
234
Ruffer LLP
United Kingdom
$2.88M +$3.4M +22,885 New
NMIMC
235
Northwestern Mutual Investment Management Company
Wisconsin
$2.83M -$49.4K -333 -1%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.81M -$48.6K -327 -1%
SPIA
237
Steward Partners Investment Advisory
New York
$2.8M -$1.1M -7,407 -25%
PF
238
Phoenix Financial
Israel
$2.79M +$1.3M +8,770 +66%
NAAA
239
New Age Alpha Advisors
New York
$2.78M +$3.28M +22,100 New
NERM
240
New England Research & Management
Illinois
$2.73M +$3.22M +21,710 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$2.73M -$115K -775 -3%
CFB
242
Cullen/Frost Bankers
Texas
$2.71M -$22.7K -153 -0.7%
NMERB
243
New Mexico Educational Retirement Board
New Mexico
$2.65M
MML Investors Services
244
MML Investors Services
Massachusetts
$2.61M -$337K -2,272 -10%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$2.59M -$44.5K -300 -1%
AIP
246
Ameritas Investment Partners
Nebraska
$2.55M -$124K -836 -4%
BBA
247
BLB&B Advisors
Pennsylvania
$2.5M +$1.36M +9,129 +85%
SO
248
STRS Ohio
Ohio
$2.5M +$869K +5,851 +42%
M&T Bank
249
M&T Bank
New York
$2.49M -$85.4K -575 -3%
FM
250
Family Management
New York
$2.49M +$109K +736 +4%

TOL Hedge Fund Activity: Q4 2024 in Review

721 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Toll Brothers (TOL) for Q4 2024, worth a combined $11.1B — down 19% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new TOL positions and 97 closed out — a net gain of 13 holders — while 240 added to existing stakes and 263 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $165M. The largest seller was Marsico Capital Management, cutting an estimated $104M.

  • 721 institutional investors held Toll Brothers (TOL) as of Q4 2024, up from 718 in Q3 2024.
  • Funds reported $11.1B of Toll Brothers stock for Q4 2024, down 19% quarter-over-quarter.
  • 110 funds opened new Toll Brothers positions in Q4 2024 and 97 closed out, a net change of +13 holders.
  • The largest Toll Brothers buyer in Q4 2024 was Balyasny Asset Management, an estimated $165M added.
  • The largest Toll Brothers seller in Q4 2024 was Marsico Capital Management, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2024.