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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
Toronto Dominion Bank
401
Toronto Dominion Bank
Ontario, Canada
$645K +$286K +1,925 +60%
SIA
402
Strategic Investment Advisors
Michigan
$636K +$445 +3 +0.1%
ADIM
403
Alpha DNA Investment Management
Maryland
$631K +$41.3K +278 +6%
CCG
404
Ceeto Capital Group
Florida
$630K
VHAM
405
Van Hulzen Asset Management
California
$630K -$520K -3,500 -41%
MTIM
406
Marathon Trading Investment Management
Pennsylvania
$630K +$742K +5,000 New
HF
407
HRT Financial
New York
$628K -$37.4M -251,861 -98%
KFI
408
Key Financial Inc
Pennsylvania
$614K
EFM
409
E Fund Management
China
$599K
PCM
410
Penserra Capital Management
California
$597K -$30.3K -204 -4%
ProShare Advisors
411
ProShare Advisors
Maryland
$595K +$36.8K +248 +6%
SPA
412
Sherbrooke Park Advisers
New York
$589K +$695K +4,679 New
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$586K +$297K +2,003 +76%
HT
414
Headlands Technologies
Illinois
$583K +$612K +4,119 +804%
TFS
415
Thoroughbred Financial Services
Tennessee
$583K +$148 +1 +0%
OAM
416
Oak Asset Management
California
$579K
BAM
417
Belpointe Asset Management
Nevada
$570K -$331K -2,228 -36%
LGA
418
Lebenthal Global Advisors
New York
$570K +$83.6K +563 +14%
TCA
419
Transcend Capital Advisors
New Jersey
$567K
GC
420
Guggenheim Capital
Illinois
$558K -$1.8M -12,096 -73%
HMCP
421
Hook Mill Capital Partners
New York
$546K -$10.5M -70,642 -94%
Hudson Bay Capital Management
422
Hudson Bay Capital Management
Connecticut
$542K +$639K +4,306 New
FIM
423
Freedom Investment Management
Connecticut
$541K -$76.8K -517 -11%
KBC Group
424
KBC Group
Belgium
$534K +$210K +1,412 +50%
WW
425
Winnow Wealth
Texas
$532K +$653K +4,398 New

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.