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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
MWM
151
MinichMacGregor Wealth Management
New York
$6.03M -$771K -5,193 -10%
AB
152
Amalgamated Bank
New York
$6.03M -$168K -1,131 -2%
LWM
153
Lyell Wealth Management
California
$5.96M +$6.13M +41,299 +683%
Capital Fund Management (CFM)
154
Capital Fund Management (CFM)
France
$5.96M -$9.78M -65,887 -58%
ZIM
155
Zacks Investment Management
Illinois
$5.88M +$41.9K +282 +0.6%
AAS
156
Annex Advisory Services
Wisconsin
$5.86M -$29.6K -199 -0.4%
FCM
157
Fieldview Capital Management
Michigan
$5.61M +$6.61M +44,513 New
AG
158
Algert Global
California
$5.49M -$1.65M -11,119 -20%
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$5.4M -$481K -3,237 -7%
AIMCA
160
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.4M -$6.24M -41,991 -49%
Alyeska Investment Group
161
Alyeska Investment Group
Illinois
$5.18M -$11.6M -78,180 -66%
LOAME
162
Lombard Odier Asset Management (Europe)
United Kingdom
$5.04M +$594K +4,000 +11%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$5.04M -$6.33M -42,600 -52%
RIA
164
Regal Investment Advisors
Michigan
$5.02M -$15.7K -106 -0.3%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.93M -$726K -4,887 -11%
PAG
166
Private Advisor Group
New Jersey
$4.93M +$1.59M +10,688 +38%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$4.83M +$1.08M +7,284 +23%
Walleye Trading
168
Walleye Trading
New York
$4.74M -$374K -2,517 -6%
CCM
169
Consolidated Capital Management
California
$4.73M -$117K -790 -2%
YCM
170
Yousif Capital Management
Michigan
$4.67M -$300K -2,023 -5%
HighTower Advisors
171
HighTower Advisors
Illinois
$4.67M -$1.68M -11,306 -23%
Caisse de Depot et Placement du Quebec (CDPQ)
172
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.61M -$15.6M -105,306 -74%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.6M +$5.43M +36,543 New
Ensign Peak Advisors
174
Ensign Peak Advisors
Utah
$4.6M
Neuberger Berman Group
175
Neuberger Berman Group
New York
$4.59M -$632K -4,256 -10%

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.