We are live on ! Find out more
TOL icon

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
Bank of America
26
Bank of America
North Carolina
$96.9M -$39.5M -266,009 -26%
Charles Schwab
27
Charles Schwab
California
$85.9M -$987K -6,648 -1%
Allianz Asset Management
28
Allianz Asset Management
Germany
$80M -$3.76M -25,311 -4%
Holocene Advisors
29
Holocene Advisors
New York
$72.1M +$85.1M +572,809 New
Citadel Advisors
30
Citadel Advisors
Florida
$67.6M +$66.9M +450,729 +526%
BAMCO Inc
31
BAMCO Inc
New York
$59.7M -$62.9M -423,535 -47%
JP Morgan Chase
32
JP Morgan Chase
New York
$57.6M -$70.8M -476,490 -51%
JCM
33
Junto Capital Management
New York
$54.9M +$64.8M +436,117 New
BA
34
Bridgewater Associates
Connecticut
$53.8M +$39M +262,642 +160%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$50.4M -$47.8M -322,061 -45%
Victory Capital Management
36
Victory Capital Management
Texas
$49.2M -$15.2M -102,569 -21%
1SP
37
140 Summer Partners
New York
$46.4M +$11M +74,005 +25%
SC
38
Shellback Capital
Massachusetts
$45.3M +$45.5M +306,422 +572%
Barclays
39
Barclays
United Kingdom
$45M +$18.3M +123,314 +53%
Raymond James Financial
40
Raymond James Financial
Florida
$43.6M +$51.4M +346,290 New
BC
41
Burney Company
Virginia
$42.8M +$2.88M +19,373 +6%
Millennium Management
42
Millennium Management
New York
$41.6M -$11.3M -76,167 -19%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$41.4M -$20.2M -135,814 -29%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$40.3M +$2.63M +17,682 +6%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$38.4M +$186K +1,250 +0.4%
VNIM
46
Vaughan Nelson Investment Management
Texas
$36.9M +$6.04M +40,665 +16%
UBS AM
47
UBS AM
Illinois
$35.1M +$3.82M +25,724 +10%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$34.2M -$42.9K -289 -0.1%
ERSOT
49
Employees Retirement System of Texas
Texas
$31.5M
Walleye Capital
50
Walleye Capital
New York
$31.5M +$7.22M +48,618 +24%

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.