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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
Wealthfront Advisers
776
Wealthfront Advisers
California
-$240K -1,554 Closed
WAP
777
Wealthcare Advisory Partners
Pennsylvania
-$235K -1,521 Closed
NI
778
NDVR Inc
Massachusetts
-$236K -1,516 Closed
BMWM
779
Brown Miller Wealth Management
Virginia
-$232K -1,500 Closed
GCM
780
Greenland Capital Management
New York
-$232K -1,500 Closed
DWP
781
Daymark Wealth Partners
Ohio
-$229K -1,482 Closed
N
782
Numerai
California
-$228K -1,479 Closed
TA
783
TFB Advisors
Kansas
-$228K -1,478 Closed
FNT
784
First Nebraska Trust
Nebraska
-$228K -1,475 Closed
PWM
785
Paulson Wealth Management
Illinois
-$226K -1,461 Closed
B
786
Bailard
California
-$226K -1,460 Closed
PS
787
Planned Solutions
California
-$223K -1,444 Closed
FLPIM
788
F.L. Putnam Investment Management
Massachusetts
-$222K -1,440 Closed
Capstone Investment Advisors
789
Capstone Investment Advisors
New York
-$220K -1,427 Closed
CWA
790
Clarus Wealth Advisors
Arizona
-$215K -1,426 Closed
LOAMU
791
Lombard Odier Asset Management (USA)
New York
-$218K -1,412 Closed
LNWWM
792
Laird Norton Wetherby Wealth Management
California
-$217K -1,407 Closed
CAG
793
Csenge Advisory Group
Florida
-$210K -1,404 Closed
FP
794
Foundry Partners
Minnesota
-$210K -1,361 Closed
PIA
795
Panoramic Investment Advisors
Colorado
-$209K -1,350 Closed
PP
796
Patten & Patten
Tennessee
-$208K -1,345 Closed
ONB
797
Old National Bancorp
Indiana
-$207K -1,341 Closed
KIC
798
Kensington Investment Counsel
California
-$207K -1,340 Closed
STA
799
Summit Trail Advisors
New York
-$206K -1,334 Closed
KA
800
KLCM Advisors
Wisconsin
-$205K -1,326 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.