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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
SFG
501
Sovereign Financial Group
Connecticut
$289K +$48.3K +325 +16%
ECM
502
Everence Capital Management
Indiana
$288K +$340K +2,290 New
CFG
503
Cooper Financial Group
California
$288K +$22K +148 +7%
TW
504
Trajan Wealth
Arizona
$281K +$1.49K +10 +0.4%
SS
505
SBI Securities
Japan
$281K +$332K +2,233 New
OWP
506
ORG Wealth Partners
Texas
$274K +$29.8K +201 +10%
OFW
507
Omnia Family Wealth
Florida
$274K -$1.19K -8 -0.4%
HPBT
508
Hickory Point Bank & Trust
Illinois
$272K +$320K +2,156 New
PAS
509
Park Avenue Securities
New York
$270K +$21.7K +146 +7%
SFA
510
Sequoia Financial Advisors
Ohio
$269K -$2.82K -19 -0.9%
MWPCG
511
Measured Wealth Private Client Group
New Hampshire
$267K +$101K +680 +47%
GM
512
GeoWealth Management
Illinois
$266K +$239K +1,611 +320%
FCP
513
Fidelis Capital Partners
Florida
$266K +$300K +2,020 New
CM
514
Cercano Management
Washington
$265K
MBT
515
Montecito Bank & Trust
California
$265K +$88.4K +595 +40%
CAS
516
Coppell Advisory Solutions
Texas
$264K +$179K +1,208 +136%
OPA
517
Old Port Advisors
Maine
$262K +$4.46K +30 +1%
CG
518
Caprock Group
Idaho
$261K -$6.83K -46 -2%
CF
519
Centaurus Financial
California
$257K -$42.8K -288 -12%
EHWM
520
Eads & Heald Wealth Management
Georgia
$256K +$302K +2,034 New
SA
521
Strategic Advisors
New York
$252K
LWM
522
Lionshead Wealth Management
New York
$252K +$297K +1,997 New
IAS
523
Insigneo Advisory Services
Florida
$251K +$13.2K +89 +5%
MAS
524
Meeder Advisory Services
Ohio
$250K +$66.5K +448 +29%
HFM
525
Harvest Fund Management
China
$250K -$678K -4,566 -70%

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.