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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
TC
426
TownSquare Capital
Utah
$528K +$10.1K +68 +2%
HW
427
Hancock Whitney
Mississippi
$526K -$253K -1,701 -29%
NC
428
Nokomis Capital
Texas
$516K +$609K +4,100 New
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$515K +$125K +840 +26%
ECM
430
Evergreen Capital Management
Washington
$514K +$69.5K +468 +13%
BPC
431
Bryce Point Capital
New York
$513K +$605K +4,074 New
CB
432
Commerce Bank
Missouri
$508K +$35.2K +237 +6%
Brown Advisory
433
Brown Advisory
Maryland
$506K +$6.83K +46 +1%
First Eagle Investment Management
434
First Eagle Investment Management
New York
$489K
SCM
435
Shelton Capital Management
Colorado
$488K -$36.2K -244 -6%
EIP
436
Ellis Investment Partners
Pennsylvania
$475K -$17.4K -117 -3%
FC
437
Farringdon Capital
United Kingdom
$469K +$553K +3,721 New
CWM
438
Compass Wealth Management
Connecticut
$469K -$29.7K -200 -5%
WCA
439
Westover Capital Advisors
Delaware
$466K
CP
440
CenterBook Partners
Connecticut
$465K -$1.22M -8,224 -69%
AAM
441
Advisors Asset Management
Colorado
$465K -$240K -1,616 -30%
BAM
442
Blueshift Asset Management
New Jersey
$460K +$542K +3,650 New
FTWA
443
Fifth Third Wealth Advisors
Ohio
$459K
NIP
444
Nicholas Investment Partners
California
$454K -$15.3K -103 -3%
MA
445
Mutual Advisors
Nebraska
$452K -$4.01K -27 -0.8%
MCA
446
Martin Capital Advisors
Texas
$450K +$77.2K +520 +17%
JE
447
JMAC Enterprises
Pennsylvania
$448K
P
448
&Partners
Tennessee
$446K +$187K +1,259 +55%
GSEP
449
Golden State Equity Partners
California
$443K +$426K +2,871 +442%
JPWM
450
Jamison Private Wealth Management
Georgia
$439K +$285K +1,920 +123%

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.