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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
9.5%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
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 %
SWP
526
Stratos Wealth Partners
Ohio
$239K +$1.39K +11 +0.6%
JSW
527
Journey Strategic Wealth
New Jersey
$238K +$2.39K +19 +1%
FHB
528
First Hawaiian Bank
Hawaii
$238K -$158K -1,257 -40%
WWM
529
Whalen Wealth Management
Nevada
$236K +$236K +1,870 New
TIA
530
Tiemann Investment Advisors
California
$234K – – –
GLA
531
Great Lakes Advisors
Illinois
$233K -$9.45K -75 -4%
AIA
532
Affinity Investment Advisors
California
$233K +$233K +1,846 New
BP
533
Ballentine Partners
Massachusetts
$232K +$3.28K +26 +1%
CSIC
534
Clifford Swan Investment Counsel
California
$232K – – –
1IA
535
1834 Investment Advisors
Wisconsin
$228K – – –
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$227K +$12.6K +100 +6%
MIM
537
Montgomery Investment Management
Maryland
$227K – – –
AWA
538
Aaron Wealth Advisors
Illinois
$224K -$30.1K -239 -12%
TPI
539
Trust Point Inc
Wisconsin
$224K +$1.51K +12 +0.7%
VT
540
Vise Technologies
New York
$223K +$35.3K +280 +19%
1WA
541
180 Wealth Advisors
Washington
$222K -$3.15K -25 -1%
JCM
542
Jacobi Capital Management
Pennsylvania
$222K -$13.2K -105 -6%
TI
543
Tidal Investments
Wisconsin
$221K +$10.1K +80 +5%
QC
544
Quent Capital
New York
$220K – – –
GT
545
Greenleaf Trust
Michigan
$219K +$5.67K +45 +3%
BFG
546
Bleakley Financial Group
New Jersey
$216K -$630 -5 -0.3%
MIM
547
Morningstar Investment Management
Illinois
$215K – – –
DC
548
Davenport & Co
Virginia
$215K – – –
AWCI
549
Alpine Woods Capital Investors
New York
$214K – – –
LFAS
550
Level Four Advisory Services
Texas
$214K +$214K +1,696 New
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22
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