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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
Nordea Investment Management
376
Nordea Investment Management
Sweden
$4.64M -$124M -2,789,286 -96%
KCM
377
Kempner Capital Management
Texas
$4.63M -$839K -18,791 -15%
SAM
378
Sompo Asset Management
Japan
$4.62M +$1.89M +42,295 +66%
Allianz Asset Management
379
Allianz Asset Management
Germany
$4.58M -$951K -21,318 -17%
SIAP
380
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.55M -$273K -6,116 -6%
LSA
381
L & S Advisors
California
$4.53M +$1.24M +27,700 +36%
GIBU
382
Gulf International Bank (UK)
United Kingdom
$4.52M -$48.2K -1,080 -1%
GW
383
Griffith & Werner
Georgia
$4.5M +$4.63M +103,673 New
NICM
384
Neo Ivy Capital Management
New York
$4.49M +$3.1M +69,472 +205%
EF
385
Empowered Funds
Pennsylvania
$4.47M -$4.25M -95,181 -48%
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.44M +$130K +2,905 +3%
AC
387
Asio Capital
Kentucky
$4.43M -$106K -2,373 -2%
TC
388
TownSquare Capital
Utah
$4.38M +$446K +10,000 +11%
AF
389
Avanza Fonder
Sweden
$4.38M +$4.5M +100,894 New
CAG
390
Csenge Advisory Group
Florida
$4.37M -$568K -12,729 -11%
BCI
391
Brinker Capital Investments
Pennsylvania
$4.34M +$121K +2,702 +3%
OPS
392
Orion Portfolio Solutions
Nebraska
$4.34M +$121K +2,702 +3%
PPWP
393
Proquility Private Wealth Partners
Nevada
$4.33M -$44.1K -988 -1%
TRSOTSOK
394
Teachers Retirement System of the State of Kentucky
Kentucky
$4.31M -$38.4K -860 -0.9%
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$4.29M +$110K +2,475 +3%
QCM
396
Quantinno Capital Management
New York
$4.25M +$1.13M +25,366 +35%
CTA
397
Colonial Trust Advisors
South Carolina
$4.24M -$770K -17,250 -15%
FA
398
Fiduciary Alliance
South Carolina
$4.23M +$339K +7,597 +8%
XF
399
XML Financial
Maryland
$4.23M -$86.2K -1,931 -2%
HW
400
Hedeker Wealth
Illinois
$4.23M +$28.4K +636 +0.7%

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.