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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
BFG
551
Bleakley Financial Group
New Jersey
$216K -$742 -5 -0.3%
MIM
552
Morningstar Investment Management
Illinois
$215K
DC
553
Davenport & Co
Virginia
$215K
AWCI
554
Alpine Woods Capital Investors
New York
$214K
LFAS
555
Level Four Advisory Services
Texas
$214K +$252K +1,696 New
C
556
Certuity
Florida
$211K +$5.64K +38 +2%
GWP
557
Gen-Wealth Partners
Michigan
$206K
CAM
558
Claret Asset Management
Quebec, Canada
$206K +$1.63K +11 +0.7%
VC
559
Vicus Capital
Pennsylvania
$204K +$40.4K +272 +20%
JSAM
560
J. Safra Asset Management
New York
$202K +$162K +1,090 +214%
FFG
561
Fortem Financial Group
California
$202K
QCG
562
Quadrant Capital Group
Ohio
$190K +$1.04K +7 +0.5%
PAM
563
Paradigm Asset Management
New York
$189K +$223K +1,500 New
WWP
564
WR Wealth Planners
Missouri
$170K
IA
565
IFP Advisors
Florida
$166K +$4.16K +28 +2%
FWM
566
FLP Wealth Management
Arkansas
$154K +$182K +1,224 New
WPWM
567
Western Pacific Wealth Management
Illinois
$154K
SOW
568
State of Wyoming
Wyoming
$154K +$141K +952 +355%
GI
569
GAMMA Investing
California
$152K -$23.8K -160 -12%
SOAMC
570
Spirit of America Management Corp
New York
$148K
DWM
571
Darwin Wealth Management
Florida
$147K -$77.4K -521 -31%
NWM
572
Navigoe Wealth Management
California
$147K +$174K +1,171 New
CI Investments Inc
573
CI Investments Inc
Ontario, Canada
$146K +$5.35K +36 +3%
HNB
574
Huntington National Bank
Ohio
$145K +$65.5K +441 +62%
PIM
575
Plato Investment Management
Australia
$144K

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.