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Truist Financial

1,568 hedge funds and large institutions have $42.6B invested in Truist Financial in 2024 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 586 increasing their positions, 600 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 84

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

22% more call options, than puts

Call options by funds: $429M | Put options by funds: $352M

6% more funds holding

Funds holding: 1,4751,568 (+93)

1.14% more ownership

Funds ownership: 71.9%73.04% (+1.1%)

3% more capital invested

Capital invested by funds: $41.2B → $42.6B (+$1.4B)

2% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 600

Holders
1,568
Holders Change
+93
Holders Change %
+6.31%
% of All Funds
20.65%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.22%
New
197
Increased
586
Reduced
600
Closed
84
Calls
$429M
Puts
$352M
Net Calls
+$76.3M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Avity Investment Management
Connecticut
$12.2M +$1.69M +37,808 +16%
Parallax Volatility Advisers
227
Parallax Volatility Advisers
California
$12M +$4.5M +100,948 +57%
Brown Advisory
228
Brown Advisory
Maryland
$12M +$90K +2,017 +0.7%
BCM
229
Brookstone Capital Management
Illinois
$12M +$257K +5,765 +2%
Canada Pension Plan Investment Board
230
Canada Pension Plan Investment Board
Ontario, Canada
$11.9M -$2.12M -47,447 -15%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$11.7M +$4.41M +98,904 +58%
Skandinaviska Enskilda Banken (SEB)
232
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.6M +$220K +4,923 +2%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$11.6M -$1.2M -26,949 -9%
MGP
234
M&G plc
United Kingdom
$11.6M +$9.05M +202,831 +305%
BF
235
BOK Financial
Oklahoma
$11.6M +$1.17M +26,273 +11%
SCM
236
SKBA Capital Management
California
$11.5M +$5.69M +127,500 +92%
VMPIC
237
Varma Mutual Pension Insurance Co
Finland
$11.4M -$4.75M -106,400 -29%
Renaissance Technologies
238
Renaissance Technologies
New York
$11.4M +$7.29M +163,300 +164%
SBWIC
239
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.4M -$28K -628 -0.2%
FCI
240
Financial Counselors Inc
Kansas
$11.4M -$519K -11,622 -4%
DPL
241
Danica Pension Livsforsikrings
$11.3M -$4.7M -105,383 -29%
SPIA
242
Steward Partners Investment Advisory
New York
$11.3M +$9.28M +207,993 +395%
KCM
243
Kanawha Capital Management
Virginia
$11.3M -$30.9K -693 -0.3%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$11.2M -$4.34M -97,221 -27%
CB
245
Cadence Bank
Mississippi
$11.2M +$3.26M +73,147 +39%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$11.1M +$1.48M +33,164 +15%
ONB
247
Old National Bancorp
Indiana
$11.1M -$70.9K -1,589 -0.6%
AB
248
Amalgamated Bank
New York
$11.1M -$362K -8,113 -3%
II
249
IFM Investors
Australia
$11M -$1.13M -25,405 -9%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$11M +$23.9K +535 +0.2%

TFC Hedge Fund Activity: Q4 2024 in Review

1,568 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2024, worth a combined $42.6B — up 3.4% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new TFC positions and 84 closed out — a net gain of 113 holders — while 586 added to existing stakes and 600 trimmed.

The largest buyer was Capital International Investors, adding an estimated $835M. The largest seller was Dodge & Cox, cutting an estimated $1.15B.

  • 1,568 institutional investors held Truist Financial (TFC) as of Q4 2024, up from 1,475 in Q3 2024.
  • Funds reported $42.6B of Truist Financial stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 197 funds opened new Truist Financial positions in Q4 2024 and 84 closed out, a net change of +113 holders.
  • The largest Truist Financial buyer in Q4 2024 was Capital International Investors, an estimated $835M added.
  • The largest Truist Financial seller in Q4 2024 was Dodge & Cox, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2024.