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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
BlackRock
1
BlackRock
New York
$1.61B -$89.9M -605,529 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.3B -$19.6M -131,906 -1%
GA
3
Greenhaven Associates
New York
$697M -$836K -5,627 -0.1%
State Street
4
State Street
Massachusetts
$463M +$2.49M +16,770 +0.5%
Capital World Investors
5
Capital World Investors
California
$409M +$235K +1,584 +0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$319M +$60.9M +410,394 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$276M +$5.2M +35,001 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$245M -$16.9M -113,867 -6%
Invesco
9
Invesco
Georgia
$240M +$35.1M +236,402 +14%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$225M -$32.4M -218,324 -11%
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$155M +$110M +739,218 +150%
Jennison Associates
12
Jennison Associates
New York
$154M +$50.8M +341,980 +39%
AQR Capital Management
13
AQR Capital Management
Connecticut
$153M +$35.6M +239,917 +25%
Norges Bank
14
Norges Bank
Norway
$150M +$1.39M +9,340 +0.8%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$140M +$165M +1,110,192 +24,475%
Morgan Stanley
16
Morgan Stanley
New York
$140M -$6.44M -43,365 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$136M -$29.6M -199,548 -16%
Goldman Sachs
18
Goldman Sachs
New York
$129M -$58.4M -393,540 -28%
LSV Asset Management
19
LSV Asset Management
Illinois
$128M -$25.3M -170,690 -14%
First Trust Advisors
20
First Trust Advisors
Illinois
$121M +$32.9M +221,543 +30%
Northern Trust
21
Northern Trust
Illinois
$115M +$23M +154,638 +20%
DCP
22
D1 Capital Partners
New York
$106M +$125M +845,000 New
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$103M +$40.8M +275,000 +51%
UBS Group
24
UBS Group
Switzerland
$99.9M +$54.7M +368,382 +87%
Pictet Asset Management
25
Pictet Asset Management
Switzerland
$98.8M +$20.8M +140,133 +22%

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.