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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
FFO
676
Fortitude Family Office
Arizona
$6.42K
MSFP
677
Mark Sheptoff Financial Planning
Connecticut
$6.3K
TIM
678
Tortoise Investment Management
New York
$6.3K
CFG
679
Chapman Financial Group
Hawaii
$6.3K +$7.42K +50 New
GIA
680
GHP Investment Advisors
Colorado
$6.05K
RTL
681
Red Tortoise LLC
Georgia
$5.42K
WA
682
Whipplewood Advisors
Colorado
$5.16K +$6.09K +41 New
BGAI
683
Bruce G. Allen Investments
Colorado
$4.79K -$148 -1 -3%
PAI
684
Pittenger & Anderson Inc
Nebraska
$4.54K
SIC
685
SJS Investment Consulting
Ohio
$4.16K -$4.75K -32 -49%
AW
686
Avion Wealth
Texas
$4K -$594 -4 -11%
CAL
687
Capital Analysts LLC
Pennsylvania
$4K
GCM
688
Gables Capital Management
Florida
$3.65K
CBT
689
Crews Bank & Trust
Florida
$3.15K +$3.71K +25 New
MBFW
690
Morton Brown Family Wealth
Pennsylvania
$3.15K +$3.71K +25 New
HBW
691
Hazlett, Burt & Watson
West Virginia
$3K +$3.86K +26 New
CA
692
Continuum Advisory
Idaho
$2.9K -$594 -4 -15%
PWMG
693
Private Wealth Management Group
New Jersey
$2.52K
RCA
694
Runnymede Capital Advisors
Ohio
$2.39K +$2.82K +19 New
BIA
695
Bell Investment Advisors
California
$2.14K -$3.71K -25 -60%
HI
696
Horizon Investments
North Carolina
$2.14K
BBHC
697
Brown Brothers Harriman & Co
New York
$2.02K
VWA
698
Valued Wealth Advisors
Utah
$1.51K +$1.19K +8 +200%
CIA
699
Cape Investment Advisory
Georgia
$1.51K
Kayne Anderson Rudnick Investment Management
700
Kayne Anderson Rudnick Investment Management
California
$1.48K

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.