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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
RA
101
Riverstone Advisors
Texas
$12.7M -$48.9K -329 -0.3%
ZP
102
Zimmer Partners
New York
$12.6M +$9.65M +65,000 +186%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$12.6M +$2.9M +19,523 +24%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$12.4M -$521K -3,510 -3%
JHA
105
Jackson Hill Advisors
Texas
$12M +$1.26M +8,500 +10%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$11.9M -$508K -3,421 -3%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$11.9M -$3M -20,173 -18%
NA
108
Navellier & Associates
Nevada
$11.9M +$804K +5,415 +6%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$11.4M +$8.72M +58,712 +185%
CCM
110
Cobalt Capital Management
New Jersey
$11.3M +$4.45M +30,000 +50%
DLP
111
De Lisle Partners
United Kingdom
$11.3M +$10.1M +68,000 +309%
LPL Financial
112
LPL Financial
California
$11.3M -$715K -4,814 -5%
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$10.6M +$952K +6,413 +9%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$10.5M +$4.51M +30,353 +58%
TBA
115
Tower Bridge Advisors
Pennsylvania
$10.5M -$52K -350 -0.4%
VanEck Associates
116
VanEck Associates
New York
$10.4M +$2.85M +19,214 +30%
RC
117
RBF Capital
California
$10.1M
HAI
118
Hennessy Advisors Inc
California
$9.94M +$742K +5,000 +7%
TG
119
TCW Group
California
$9.84M +$20.9K +141 +0.2%
Axa
120
Axa
France
$9.73M -$2.98M -20,084 -21%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$9.59M -$13.2M -89,154 -54%
QCM
122
Quantinno Capital Management
New York
$9.31M +$1.97M +13,260 +22%
Rafferty Asset Management
123
Rafferty Asset Management
New York
$8.89M +$3.33M +22,426 +47%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.66M -$319K -2,148 -3%
LG
125
Leuthold Group
Minnesota
$8.42M -$809K -5,450 -8%

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.