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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
KIM
376
Kane Investment Management
California
$778K +$917K +6,174 New
RWA
377
River Wealth Advisors
Pennsylvania
$776K -$13.4K -90 -1%
PRP
378
Peak Retirement Planning
Ohio
$771K +$909K +6,120 New
WF
379
WinCap Financial
Massachusetts
$766K +$903K +6,078 New
NA
380
NewEdge Advisors
Louisiana
$762K +$14.8K +100 +2%
MFG
381
Merit Financial Group
Georgia
$753K +$888K +5,982 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$744K +$391K +2,631 +80%
SAI
383
Systematic Alpha Investments
New Jersey
$743K
SAM
384
Storebrand Asset Management
Norway
$741K -$303K -2,043 -26%
KWA
385
Kingswood Wealth Advisors
California
$722K +$348K +2,344 +69%
Corient Private Wealth
386
Corient Private Wealth
Florida
$716K -$190K -1,282 -18%
CL
387
Choreo LLC
Illinois
$716K -$313K -2,105 -27%
LAM
388
L2 Asset Management
Massachusetts
$713K -$1.53M -10,280 -64%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$712K -$39.2K -264 -4%
WS
390
Wedbush Securities
California
$711K +$108K +730 +15%
GWA
391
Gratus Wealth Advisors
Virginia
$705K -$445 -3 -0.1%
CL
392
CSS LLC
Illinois
$703K -$92.1K -620 -10%
SAM
393
Shell Asset Management
Netherlands
$700K -$742 -5 -0.1%
CW
394
CreativeOne Wealth
Kansas
$699K +$206K +1,387 +33%
US Bancorp
395
US Bancorp
Minnesota
$688K +$274K +1,847 +51%
WAM
396
Weiss Asset Management
Massachusetts
$670K -$4.66M -31,361 -86%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$666K +$314K +2,116 +67%
ECA
398
Elevated Capital Advisors
Utah
$657K -$55.5K -374 -7%
ONST
399
Old North State Trust
North Carolina
$653K +$463K +3,117 +151%
KWM
400
Kingsview Wealth Management
Oregon
$645K -$9.21K -62 -1%

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.