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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
RIL
251
Rothschild Investment LLC
Illinois
$10.9M -$55K -1,233 -0.5%
CIAS
252
Capital Investment Advisory Services
North Carolina
$10.9M +$81.8K +1,832 +0.7%
HPCM
253
Hunter Perkins Capital Management
Illinois
$10.7M +$826K +18,515 +8%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$256K +5,737 +2%
DnB Asset Management
255
DnB Asset Management
Norway
$10.5M -$2.95M -66,093 -21%
CWM
256
CIBC World Markets
New York
$10.4M -$826K -18,508 -7%
MWM
257
Modera Wealth Management
New Jersey
$10.4M -$2.16M -48,292 -17%
PA
258
Pinnacle Associates
New York
$10.2M +$734K +16,452 +7%
SAI
259
Systematic Alpha Investments
New Jersey
$10.1M
DFO
260
Duquesne Family Office
New York
$10.1M
TS
261
Triglav Skladi
Slovenia
$10M +$10.3M +230,754 New
NCM
262
Nearwater Capital Markets
Ireland
$9.98M +$10.3M +230,044 New
BMCM
263
Bryn Mawr Capital Management
Pennsylvania
$9.95M -$38.2K -857 -0.4%
FMI
264
F/M Investments
District of Columbia
$9.94M +$630K +14,116 +7%
FAF
265
Fjarde Ap-fonden
Sweden
$9.84M -$2.49M -55,756 -20%
URS
266
Utah Retirement Systems
Utah
$9.59M +$13.4K +300 +0.1%
RFC
267
Regions Financial Corp
Alabama
$9.44M -$198K -4,437 -2%
FNT
268
First National Trust
Pennsylvania
$9.22M +$315K +7,069 +3%
CAM
269
Cresset Asset Management
Illinois
$9.13M -$2.5M -55,944 -21%
CM
270
Crestline Management
Texas
$8.82M +$9.07M +203,309 New
UIM
271
USS Investment Management
United Kingdom
$8.72M -$11.5M -258,605 -56%
SBIA
272
Sheaff Brock Investment Advisors
Indiana
$8.68M -$136K -3,042 -1%
RP
273
Rowlandmiller & Partners
Georgia
$8.61M -$101K -2,253 -1%
IIM
274
Intact Investment Management
Quebec, Canada
$8.6M -$302K -6,760 -3%
BEI
275
Benjamin Edwards Inc
Missouri
$8.59M +$1.12M +25,166 +15%

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.