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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
CTWM
701
Cherry Tree Wealth Management
Minnesota
$1.39K +$1.63K +11 New
AWM
702
Abound Wealth Management
Tennessee
$1.26K
FMP
703
Financial Management Professionals
Texas
$1.26K
LIS
704
Legacy Investment Solutions
Idaho
$1.24K +$742 +5 +100%
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$1.24K +$742 +5 +100%
BF
706
BOK Financial
Oklahoma
$1.11K
PWA
707
Principia Wealth Advisory
Texas
$1.01K +$1.19K +8 New
PMAM
708
Picton Mahoney Asset Management
Ontario, Canada
$1K
BCMLT
709
Beacon Capital Management LLC (Tennessee)
Tennessee
$882
RTC
710
Riverview Trust Company
Washington
$882
GFPC
711
Global Financial Private Client
Florida
$756 +$891 +6 New
WAS
712
Winch Advisory Services
Wisconsin
$756 +$891 +6 New
PWM
713
Parkworth Wealth Management
California
$630 +$742 +5 New
WCM
714
WealthTrak Capital Management
Virginia
$630 +$742 +5 New
AF
715
Advisornet Financial
Minnesota
$252 +$148 +1 +100%
MCM
716
Manchester Capital Management
Vermont
$126
TFM
717
TFC Financial Management
Massachusetts
$126
AWM
718
Activest Wealth Management
Florida
$126 +$148 +1 New
HNW
719
High Note Wealth
Minnesota
$126 +$148 +1 New
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$126 +$148 +1 New
CM
721
Castleark Management
Illinois
-$23.6M -152,950 Closed
DCM
722
Driehaus Capital Management
Illinois
-$23.2M -150,145 Closed
BCM
723
Brightline Capital Management
Florida
-$15.9M -103,000 Closed
JAM
724
Jupiter Asset Management
United Kingdom
-$14.3M -92,772 Closed
PD
725
Point72 (DIFC)
United Arab Emirates
-$6.36M -41,155 Closed

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.