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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
FIA
476
Foundations Investment Advisors
Arizona
$342K +$54.5K +367 +16%
LA
477
LBP AM
France
$341K +$138K +927 +52%
MC
478
Moors & Cabot
Massachusetts
$338K +$51.8K +349 +15%
AFG
479
Atomi Financial Group
New York
$335K -$40.4K -272 -9%
KPWS
480
Kestra Private Wealth Services
Texas
$334K +$8.76K +59 +2%
AWM
481
Avior Wealth Management
Nebraska
$332K -$112K -757 -22%
PTC
482
Private Trust Company
Ohio
$332K -$3.56K -24 -0.9%
AG
483
AIA Group
Hong Kong
$328K -$1.94M -13,042 -83%
CWM
484
Challenger Wealth Management
California
$327K +$385K +2,594 New
PCM
485
Prelude Capital Management
New York
$325K +$384K +2,583 New
PA
486
Profund Advisors
Maryland
$315K -$68K -458 -15%
UCFA
487
United Capital Financial Advisors
Texas
$314K +$21.8K +147 +6%
PCA
488
Pallas Capital Advisors
Massachusetts
$314K -$49.7K -335 -12%
RA
489
RFG Advisory
Alabama
$313K
AFCM
490
Applied Finance Capital Management
Puerto Rico
$312K
MYAM
491
Meiji Yasuda Asset Management
Japan
$310K -$9.21K -62 -2%
MWM
492
Modera Wealth Management
New Jersey
$309K +$105K +707 +40%
IAA
493
Independent Advisor Alliance
North Carolina
$309K +$33.4K +225 +10%
HCA
494
Harbour Capital Advisors
Virginia
$300K
D.E. Shaw & Co
495
D.E. Shaw & Co
New York
$298K +$352K +2,369 New
AA
496
ALPS Advisors
Colorado
$298K
SI
497
Seeds Investor
New York
$296K +$349K +2,352 New
AT
498
Arlington Trust
Alabama
$296K -$74.2K -500 -18%
GAM
499
Gotham Asset Management
New York
$293K -$40.5K -273 -11%
DO
500
denkapparat Operations
Germany
$290K +$342K +2,300 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.