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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
HPC
526
HM Payson & Co
Maine
$247K -$44.5K -300 -13%
FHC
527
First Heartland Consultants
Missouri
$247K -$29.7K -200 -9%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$244K +$288K +1,940 New
BCM
529
Brookstone Capital Management
Illinois
$244K -$68.2K -459 -19%
HWM
530
HB Wealth Management
Georgia
$243K +$286K +1,926 New
SWP
531
Stratos Wealth Partners
Ohio
$239K +$1.63K +11 +0.6%
JSW
532
Journey Strategic Wealth
New Jersey
$238K +$2.82K +19 +1%
FHB
533
First Hawaiian Bank
Hawaii
$238K -$187K -1,257 -40%
WWM
534
Whalen Wealth Management
Nevada
$236K +$278K +1,870 New
TIA
535
Tiemann Investment Advisors
California
$234K
GLA
536
Great Lakes Advisors
Illinois
$233K -$11.1K -75 -4%
AIA
537
Affinity Investment Advisors
California
$233K +$274K +1,846 New
BP
538
Ballentine Partners
Massachusetts
$232K +$3.86K +26 +1%
CSIC
539
Clifford Swan Investment Counsel
California
$232K
1IA
540
1834 Investment Advisors
Wisconsin
$228K
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
$227K +$14.8K +100 +6%
MIM
542
Montgomery Investment Management
Maryland
$227K
AWA
543
Aaron Wealth Advisors
Illinois
$224K -$35.5K -239 -12%
TPI
544
Trust Point Inc
Wisconsin
$224K +$1.78K +12 +0.7%
VT
545
Vise Technologies
New York
$223K +$41.6K +280 +19%
1WA
546
180 Wealth Advisors
Washington
$222K -$3.71K -25 -1%
JCM
547
Jacobi Capital Management
Pennsylvania
$222K -$15.6K -105 -6%
TI
548
Tidal Investments
Wisconsin
$221K +$11.9K +80 +5%
QC
549
Quent Capital
New York
$220K
GT
550
Greenleaf Trust
Michigan
$219K +$6.68K +45 +3%

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.