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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
SCP
301
Stamos Capital Partners
California
$1.51M +$1.04M +7,000 +140%
Prudential Financial
302
Prudential Financial
New Jersey
$1.51M -$2.53M -17,027 -59%
VA
303
Vident Advisory
Georgia
$1.48M -$43.8K -295 -2%
X
304
Xponance
Pennsylvania
$1.47M +$88.2K +594 +5%
RIM
305
Redwood Investment Management
Arizona
$1.47M -$180K -1,215 -9%
JSL
306
JT Stratford LLC
Georgia
$1.47M +$2.08K +14 +0.1%
CM
307
Crestline Management
Texas
$1.46M -$907K -6,107 -35%
SOADOR
308
State of Alaska Department of Revenue
Alaska
$1.45M -$60.1K -405 -3%
Creative Planning
309
Creative Planning
Kansas
$1.45M +$173K +1,166 +11%
GLR
310
Great Lakes Retirement
Ohio
$1.44M +$2.67K +18 +0.2%
PAMP
311
Polar Asset Management Partners
Ontario, Canada
$1.42M -$460K -3,100 -22%
Public Employees Retirement Association of Colorado
312
Public Employees Retirement Association of Colorado
Colorado
$1.42M
DZ Bank
313
DZ Bank
Germany
$1.42M -$389K -2,622 -19%
A
314
AlphaQuest
New York
$1.41M +$1.04M +6,983 +164%
CFM
315
Catalyst Funds Management
Australia
$1.34M +$368K +2,475 +30%
NYLIM
316
New York Life Investment Management
New York
$1.34M -$195K -1,310 -11%
TRCT
317
Tower Research Capital (TRC)
New York
$1.34M +$1.13M +7,591 +248%
MWM
318
MorganRosel Wealth Management
Colorado
$1.29M +$253K +1,702 +20%
CIC
319
Chase Investment Counsel
Virginia
$1.26M +$297K +2,000 +25%
BCM
320
Bridgeway Capital Management
Texas
$1.24M -$2.77M -18,640 -65%
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$1.24M +$172K +1,157 +13%
DM
322
Delphi Management
Massachusetts
$1.24M -$152K -1,025 -9%
MCI
323
MRP Capital Investments
Georgia
$1.24M +$3.71K +25 +0.3%
VIPI
324
Vista Investment Partners II
Indiana
$1.21M +$1.43M +9,632 New
Federated Hermes
325
Federated Hermes
Pennsylvania
$1.21M -$101K -679 -7%

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.