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Toll Brothers
TOL

Overview Fund Activity

714 hedge funds and large institutions have $11.1B invested in Toll Brothers in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 237 increasing their positions, 260 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+3
Holders Change %
+0.42%
% of All Funds
9.51%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
109
Increased
237
Reduced
260
Closed
96
Calls
$259M
Puts
$378M
Net Calls
-$119M
Net Calls Change
-$57.4M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$140M
2
DCP
D1 Capital Partners
New York
$106M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$155M
4
Holocene Advisors
Holocene Advisors
New York
$72.1M
5
Citadel Advisors
Citadel Advisors
Florida
$67.6M

Top Sellers

1
MCM
Marsico Capital Management
Colorado
$6.37M
2
BlackRock
BlackRock
New York
$1.61B
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$804K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$57.6M
5
Man Group
Man Group
United Kingdom
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
501
ORG Wealth Partners
Texas
$274K +$25.3K +201 +10%
OFW
502
Omnia Family Wealth
Florida
$274K -$1.01K -8 -0.4%
HPBT
503
Hickory Point Bank & Trust
Illinois
$272K +$272K +2,156 New
PAS
504
Park Avenue Securities
New York
$270K +$18.4K +146 +7%
SFA
505
Sequoia Financial Advisors
Ohio
$269K -$2.39K -19 -0.9%
MWPCG
506
Measured Wealth Private Client Group
New Hampshire
$267K +$85.6K +680 +47%
GM
507
GeoWealth Management
Illinois
$266K +$203K +1,611 +320%
FCP
508
Fidelis Capital Partners
Florida
$266K +$266K +2,020 New
CM
509
Cercano Management
Washington
$265K – – –
MBT
510
Montecito Bank & Trust
California
$265K +$74.9K +595 +40%
CAS
511
Coppell Advisory Solutions
Texas
$264K +$152K +1,208 +136%
OPA
512
Old Port Advisors
Maine
$262K +$3.78K +30 +1%
CG
513
Caprock Group
Idaho
$261K -$5.79K -46 -2%
CF
514
Centaurus Financial
California
$257K -$36.3K -288 -12%
EHWM
515
Eads & Heald Wealth Management
Georgia
$256K +$256K +2,034 New
SA
516
Strategic Advisors
New York
$252K – – –
LWM
517
Lionshead Wealth Management
New York
$252K +$252K +1,997 New
IAS
518
Insigneo Advisory Services
Florida
$251K +$11.2K +89 +5%
MAS
519
Meeder Advisory Services
Ohio
$250K +$56.4K +448 +29%
HFM
520
Harvest Fund Management
China
$250K -$576K -4,566 -70%
HPC
521
HM Payson & Co
Maine
$247K -$37.8K -300 -13%
FHC
522
First Heartland Consultants
Missouri
$247K -$25.2K -200 -9%
USCWA
523
U.S. Capital Wealth Advisors
Texas
$244K +$244K +1,940 New
BCM
524
Brookstone Capital Management
Illinois
$244K -$57.8K -459 -19%
HWM
525
HB Wealth Management
Georgia
$243K +$243K +1,926 New
19 20
21
22 23