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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
SIC
576
Salem Investment Counselors
North Carolina
$135K
GTAM
577
Global Trust Asset Management
Florida
$132K +$297 +2 +0.2%
LC
578
Lindbrook Capital
California
$131K +$891 +6 +0.6%
PPWM
579
PFG Private Wealth Management
Florida
$131K +$1.78K +12 +1%
ITFISA
580
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$130K -$241K -1,622 -61%
VWM
581
Venturi Wealth Management
Texas
$129K +$49.3K +332 +48%
TCOV
582
Trust Company of Vermont
Vermont
$126K
KI
583
Kapitalo Investimentos
Brazil
$120K +$142K +953 New
S
584
SignatureFD
Georgia
$116K -$112K -752 -45%
FFA
585
Farther Finance Advisors
California
$110K -$209K -1,405 -62%
PA
586
Parallel Advisors
California
$105K +$5.94K +40 +5%
Fifth Third Bancorp
587
Fifth Third Bancorp
Ohio
$102K -$10.7K -72 -8%
Nomura Asset Management
588
Nomura Asset Management
Japan
$95.7K
O
589
Ossiam
France
$94.1K +$26.1K +176 +31%
VCM
590
Versant Capital Management
Arizona
$88.2K +$13.7K +92 +15%
RFA
591
Reyes Financial Architecture
California
$87.3K +$103K +693 New
FDCDDQ
592
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.9K +$14.8K +100 +18%
HGERS
593
Householder Group Estate & Retirement Specialist
Arizona
$78K +$6.38K +43 +7%
CHC
594
City Holding Co
West Virginia
$77.1K
APW
595
Aventura Private Wealth
Florida
$72.4K +$85.4K +575 New
ST
596
Smithfield Trust
Pennsylvania
$72K
PS
597
Principal Securities
Iowa
$68.1K +$16.2K +109 +25%
UB
598
UMB Bank
Missouri
$65.4K +$36.8K +248 +92%
AIP
599
Arrowpoint Investment Partners
Singapore
$65.4K +$77.1K +519 New
PHK
600
Point72 Hong Kong
Hong Kong
$65.2K +$76.9K +518 New

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.