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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
CJ
626
Caitlin John
Michigan
$26.7K +$2.52K +17 +9%
DMBA
627
Deseret Mutual Benefit Administrators
Utah
$26.1K -$1.78K -12 -5%
CTA
628
Colonial Trust Advisors
South Carolina
$25.8K
RIL
629
Rothschild Investment LLC
Illinois
$25.2K -$148 -1 -0.5%
PH
630
Pinnacle Holdings
Oklahoma
$25.2K
OP
631
ORG Partners
Indiana
$25.2K +$29.7K +200 New
C
632
Covestor
United Kingdom
$25K -$41.4K -279 -59%
HCM
633
Hollencrest Capital Management
California
$23.9K -$26.6K -179 -49%
MIM
634
Marshall Investment Management
Colorado
$23.7K +$22.7K +153 New
CT
635
Colonial Trust
South Carolina
$23.7K +$27.9K +188 New
BIG
636
Brooklyn Investment Group
New York
$22.4K +$148 +1 +0.6%
AF
637
Allworth Financial
California
$22.1K +$2.82K +19 +13%
CA
638
Clearstead Advisors
Ohio
$21.1K -$83.3K -561 -77%
RS
639
Rakuten Securities
Japan
$21K -$56.9K -383 -70%
CIM
640
Contravisory Investment Management
Massachusetts
$20.3K -$1.19K -8 -5%
MAM
641
Meeder Asset Management
Ohio
$19.1K -$528K -3,559 -96%
S
642
Sachetta
Massachusetts
$18.5K
GRP
643
Global Retirement Partners
California
$17.6K -$31.3K -211 -60%
SIS
644
Sound Income Strategies
Florida
$16.8K +$19.7K +133 New
AAP
645
Arax Advisory Partners
Colorado
$16.8K -$1.63K -11 -8%
CFGS
646
Concourse Financial Group Securities
Alabama
$16.6K -$11.7K -79 -39%
KA
647
Kozak & Associates
Colorado
$16.3K
BWL
648
Bogart Wealth LLC
Virginia
$16.2K +$9.8K +66 +105%
CFO
649
CVA Family Office
Colorado
$15.7K
JWA
650
JFS Wealth Advisors
Pennsylvania
$15.1K

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.