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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
NYLIM
276
New York Life Investment Management
New York
$8.56M -$39.4K -884 -0.4%
1IA
277
1834 Investment Advisors
Wisconsin
$8.5M -$527K -11,801 -6%
CCMINC
278
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.47M +$759 +17 +0%
PFSRSONJ
279
Police & Firemen's Retirement System of New Jersey
New Jersey
$8.41M +$8.66M +193,949 New
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$8.39M +$522K +11,702 +6%
EGM
281
Engineers Gate Manager
New York
$8.38M +$578K +12,946 +7%
LCM
282
Logan Capital Management
Pennsylvania
$8.26M +$60.2K +1,349 +0.7%
KAS
283
Kestra Advisory Services
Texas
$8.12M -$452K -10,124 -5%
SAM
284
Socorro Asset Management
Texas
$8.11M
CPCPP
285
Canada Post Corporation Pension Plan
Canada
$7.94M +$8.16M +182,953 New
BCAM
286
Boston Common Asset Management
Massachusetts
$7.93M +$1.26M +28,290 +18%
Wealthfront Advisers
287
Wealthfront Advisers
California
$7.93M +$267K +5,976 +3%
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$7.93M +$668K +14,968 +9%
YCM
289
Yousif Capital Management
Michigan
$7.91M -$267K -5,990 -3%
HCM
290
Huber Capital Management
California
$7.87M +$2.23M +50,000 +38%
M&T Bank
291
M&T Bank
New York
$7.86M -$150K -3,369 -2%
Janus Henderson Group
292
Janus Henderson Group
United Kingdom
$7.8M +$136K +3,042 +2%
DT
293
Diversified Trust
Tennessee
$7.77M -$24.2K -542 -0.3%
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$7.76M -$189K -4,233 -2%
SSA
295
Schonfeld Strategic Advisors
New York
$7.71M -$1.85M -41,530 -19%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$7.68M +$506K +11,336 +7%
NAM
297
NTV Asset Management
West Virginia
$7.66M -$665K -14,905 -8%
IWA
298
IBEX Wealth Advisors
New Jersey
$7.63M +$7.01M +157,125 +842%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$7.61M +$537K +12,023 +7%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$7.5M +$640K +14,340 +9%

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.