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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
KWM
326
Kingsview Wealth Management
Oregon
$6.74M +$42.3K +947 +0.6%
ANTB
327
AMG National Trust Bank
Colorado
$6.71M +$179 +4 +0%
CA
328
Cullinan Associates
Kentucky
$6.64M +$8.93K +200 +0.1%
P
329
&Partners
Tennessee
$6.61M +$1.73M +38,863 +35%
MA
330
Montag & Associates
Georgia
$6.6M -$122K -2,725 -2%
ASN
331
Advisory Services Network
Georgia
$6.57M -$1.27M -28,470 -16%
DWM
332
Dakota Wealth Management
Florida
$6.57M +$61.5K +1,378 +0.9%
SOADOR
333
State of Alaska Department of Revenue
Alaska
$6.57M -$188K -4,215 -3%
LW
334
Linscomb Wealth
Texas
$6.47M +$1.21K +27 +0%
DSA
335
Davis Selected Advisers
Arizona
$6.31M +$363K +8,141 +6%
Focus Partners Wealth
336
Focus Partners Wealth
Massachusetts
$6.2M -$152K -3,417 -2%
JPWM
337
Jamison Private Wealth Management
Georgia
$6.18M +$355K +7,964 +6%
PPW
338
Parcion Private Wealth
Washington
$6.16M +$7.32K +164 +0.1%
ABC
339
Associated Banc-Corp
Wisconsin
$6.14M +$20.8K +467 +0.3%
CL
340
Choreo LLC
Illinois
$6.12M -$1.62M -36,263 -20%
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
$5.92M +$1.47M +32,854 +32%
VIM
342
Vinva Investment Management
Australia
$5.89M -$833K -18,666 -12%
DIA
343
Dana Investment Advisors
Wisconsin
$5.89M +$150K +3,371 +3%
OC
344
Oppenheimer & Co
New York
$5.87M +$97.5K +2,184 +2%
HPG
345
Harvest Portfolios Group
Ontario, Canada
$5.86M -$15.9K -356 -0.3%
AI
346
Atria Investments
North Carolina
$5.8M +$248K +5,554 +4%
CIA
347
Concurrent Investment Advisors
Florida
$5.74M -$48K -1,075 -0.8%
EMPI
348
Elo Mutual Pension Insurance
Finland
$5.72M -$353K -7,901 -6%
BA
349
Baugh & Associates
Georgia
$5.67M +$3.35K +75 +0.1%
SI
350
Stephens Inc
Arkansas
$5.64M -$131K -2,945 -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.