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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
Mirae Asset Global ETFs Holdings
301
Mirae Asset Global ETFs Holdings
Hong Kong
$7.46M -$969K -21,724 -11%
CWP
302
Cyndeo Wealth Partners
Florida
$7.44M +$254K +5,682 +3%
UB
303
UMB Bank
Missouri
$7.43M +$6.79M +152,160 +796%
BMSSC
304
B. Metzler seel. Sohn & Co
Germany
$7.39M -$4.55M -102,035 -37%
AOWM
305
Alpha Omega Wealth Management
Virginia
$7.39M -$47.1K -1,055 -0.6%
QCM
306
QRG Capital Management
Illinois
$7.38M +$92.1K +2,064 +1%
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$7.37M -$330K -7,406 -4%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$7.33M +$3.85M +86,330 +105%
LA
309
LBP AM
France
$7.24M +$6.21M +139,162 +501%
OPTFSNA
310
Old Point Trust & Financial Services N A
Virginia
$7.22M -$192K -4,300 -3%
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$7.19M -$44.2K -991 -0.6%
TI
312
Trexquant Investment
Connecticut
$7.17M -$41.9K -939 -0.6%
MCM
313
Maltese Capital Management
New York
$7.16M +$1.93M +43,300 +36%
ATC
314
Argent Trust Co
Tennessee
$7.12M +$211K +4,726 +3%
Capital Fund Management (CFM)
315
Capital Fund Management (CFM)
France
$7.11M +$7.32M +163,963 New
EI
316
Ethic Inc
New York
$7.05M -$250K -5,607 -3%
NAM
317
Nissay Asset Management
Japan
$7.04M +$61.5K +1,379 +0.9%
Los Angeles Capital Management
318
Los Angeles Capital Management
California
$6.97M -$307K -6,872 -4%
NA
319
NewEdge Advisors
Louisiana
$6.94M +$109K +2,443 +2%
CA
320
Continental Advisors
Utah
$6.93M -$848K -19,000 -11%
MOACM
321
Mutual of America Capital Management
New York
$6.9M -$262K -5,869 -4%
RIP
322
Reliant Investment Partners
North Carolina
$6.88M +$7.08M +158,599 New
AAS
323
Avantax Advisory Services
Texas
$6.87M +$707K +15,842 +11%
AI
324
Atom Investors
Texas
$6.81M +$3.15M +70,552 +82%
ZB
325
Zions Bancorporation
Utah
$6.77M +$625K +14,005 +10%

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.