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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
GKIM
651
GW&K Investment Management
Massachusetts
$15K
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$14.7K -$445 -3 -3%
LFG
653
Larson Financial Group
Missouri
$14.6K -$9.5K -64 -36%
Mitsubishi UFJ Asset Management
654
Mitsubishi UFJ Asset Management
Japan
$14.4K
GWM
655
Geneos Wealth Management
Colorado
$13.9K
PWA
656
Physician Wealth Advisors
Utah
$13.7K +$16.2K +109 New
WAM
657
WFA Asset Management
Wisconsin
$13.7K
SS
658
Sunbelt Securities
Texas
$12.6K -$4.6K -31 -24%
SSB
659
Sandy Spring Bank
Maryland
$12.6K +$3.71K +25 +33%
MWA
660
Medallion Wealth Advisors
Connecticut
$12.6K +$14.8K +100 New
AA
661
Addison Advisors
Vermont
$12.2K -$1.78K -12 -11%
IRC
662
Investors Research Corp
Georgia
$11.7K
TWD
663
True Wealth Design
Ohio
$11.3K +$12.5K +84 +1,400%
TPW
664
Talon Private Wealth
Florida
$11.2K -$297 -2 -2%
HWA
665
HHM Wealth Advisors
Tennessee
$11.2K +$2.08K +14 +19%
MMCM
666
Murphy & Mullick Capital Management
New York
$10.7K +$12.6K +85 New
EWA
667
EverSource Wealth Advisors
Alabama
$10.6K -$2.97K -20 -19%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$9.82K
CB
669
Centennial Bank
Arkansas
$9.45K
TCPG
670
Trivant Custom Portfolio Group
California
$8.82K
SWM
671
Sugarloaf Wealth Management
Georgia
$8.69K
PWMG
672
Prestige Wealth Management Group
New Jersey
$8.31K
MG
673
Mather Group
Illinois
$8.19K
CCA
674
Criterion Capital Advisors
Tennessee
$7.72K
LFA
675
Legend Financial Advisors
Pennsylvania
$7.56K +$8.91K +60 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.