We are live on ! Find out more
TOL icon

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
SW
176
SlateStone Wealth
Florida
$4.57M +$229K +1,543 +4%
SA
177
Sanctuary Advisors
Indiana
$4.5M -$1.18M -7,975 -20%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$4.46M +$36.7K +247 +0.7%
Osaic Holdings
179
Osaic Holdings
Arizona
$4.44M +$579K +3,899 +12%
MWM
180
Moran Wealth Management
Florida
$4.37M +$265K +1,787 +5%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$4.33M -$472K -3,176 -8%
IMC Chicago
182
IMC Chicago
Illinois
$4.33M +$5.1M +34,379 New
UCMOK
183
United Capital Management of KS
Kansas
$4.29M -$81.8K -551 -2%
Mitsubishi UFJ Trust & Banking
184
Mitsubishi UFJ Trust & Banking
Japan
$4.25M -$597K -4,023 -11%
Robeco Institutional Asset Management
185
Robeco Institutional Asset Management
Netherlands
$4.17M -$14.3M -96,582 -74%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$4.1M +$644K +4,335 +16%
HCMT
187
Highland Capital Management (Tennessee)
Tennessee
$4.08M -$96.5K -650 -2%
State of New Jersey Common Pension Fund D
188
State of New Jersey Common Pension Fund D
New Jersey
$4.08M -$571K -3,842 -11%
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$4.05M -$235K -1,580 -5%
MCM
190
MAI Capital Management
Ohio
$4M +$94.7K +638 +2%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$3.95M -$798K -5,377 -15%
Lazard Asset Management
192
Lazard Asset Management
New York
$3.92M -$2.71M -18,251 -37%
QCM
193
QRG Capital Management
Illinois
$3.88M +$508K +3,421 +13%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$3.82M -$1.39M -9,337 -24%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$3.79M +$866K +5,832 +24%
ASRS
196
Arizona State Retirement System
Arizona
$3.69M -$37.7K -254 -0.9%
FCM
197
FJ Capital Management
Virginia
$3.66M +$4.32M +29,094 New
William Blair & Company
198
William Blair & Company
Illinois
$3.65M +$1.51M +10,140 +54%
BBNA
199
Bremer Bank National Association
Minnesota
$3.65M -$75.3K -507 -2%
ASN
200
Advisory Services Network
Georgia
$3.64M +$904K +6,086 +27%

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.