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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
1IA
601
1620 Investment Advisors
Massachusetts
$58.7K -$4.16K -28 -6%
AT
602
Avalon Trust
New Mexico
$57.9K +$68.3K +460 New
Mirae Asset Global ETFs Holdings
603
Mirae Asset Global ETFs Holdings
Hong Kong
$53.2K -$2.52K -17 -4%
MAM
604
Morse Asset Management
Connecticut
$50.4K
NWM
605
Nova Wealth Management
Florida
$47.5K +$56K +377 New
AEPWM
606
Atlantic Edge Private Wealth Management
Florida
$44.1K
SWM
607
Spire Wealth Management
Virginia
$43.6K +$2.23K +15 +5%
LFA
608
LGT Financial Advisors
Texas
$42.8K -$1.34K -9 -3%
Bessemer Group
609
Bessemer Group
New Jersey
$41K +$15.4K +104 +47%
Credit Agricole
610
Credit Agricole
France
$40.9K
CTC
611
Central Trust Company
Missouri
$40.3K
QL
612
Quarry LP
New York
$40.1K +$43.1K +290 +1,036%
SAM
613
Smartleaf Asset Management
Massachusetts
$37K +$11.1K +75 +34%
DPW
614
DiNuzzo Private Wealth
Pennsylvania
$35.4K +$37.1K +250 +806%
TSMHT
615
Thurston Springer Miller Herd & Titak
Indiana
$35K
RA
616
Rise Advisors
New York
$34.3K
IWP
617
IAG Wealth Partners
Wisconsin
$32.9K +$35.3K +238 +1,035%
CPG
618
Cornerstone Planning Group
New Jersey
$29.7K -$742 -5 -2%
PC
619
Promus Capital
Illinois
$29.1K +$34.3K +231 New
CA
620
CoreCap Advisors
Michigan
$28.1K +$445 +3 +1%
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
WAG
622
Wiser Advisor Group
Arizona
$27.6K
LDB
623
Lee, Danner & Bass
Tennessee
$27.1K +$31.9K +215 New
HWM
624
Hemington Wealth Management
Virginia
$27K +$5.64K +38 +21%
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$27K +$1.19K +8 +4%

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.