We are live on ! Find out more
TFC icon

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
NAAA
401
New Age Alpha Advisors
New York
$4.22M +$4.34M +97,172 New
CB
402
Commerce Bank
Missouri
$4.21M -$198K -4,447 -4%
AAIS
403
ABN AMRO Investment Solutions
$4.13M +$705K +15,790 +20%
KeyBank National Association
404
KeyBank National Association
Ohio
$4.08M -$235K -5,262 -5%
SFA
405
Semmax Financial Advisors
North Carolina
$4.03M +$18.9K +423 +0.5%
D.E. Shaw & Co
406
D.E. Shaw & Co
New York
$4.02M -$4.01M -89,818 -49%
KRS
407
Kentucky Retirement Systems
Kentucky
$3.99M -$56.6K -1,268 -1%
WB
408
WesBanco Bank
West Virginia
$3.99M -$268K -5,999 -6%
AssetMark Inc
409
AssetMark Inc
California
$3.98M +$2.02M +45,235 +97%
ET
410
Equitable Trust
Tennessee
$3.97M -$257K -5,751 -6%
CA
411
Clearstead Advisors
Ohio
$3.94M -$33.1K -742 -0.8%
PI
412
PGGM Investments
Netherlands
$3.9M +$3.81M +85,281 +1,801%
ISB
413
Iowa State Bank
Iowa
$3.9M -$50.4K -1,130 -1%
AAM
414
Advisors Asset Management
Colorado
$3.87M -$257K -5,763 -6%
WG
415
Wealth Group
North Carolina
$3.84M -$18.5K -415 -0.5%
MIS
416
Morningstar Investment Services
Illinois
$3.83M -$32.7M -732,454 -89%
SWMG
417
Signature Wealth Management Group
Georgia
$3.82M +$32.8K +735 +0.8%
VCA
418
Verdence Capital Advisors
Maryland
$3.78M -$49.4K -1,107 -1%
PFPT
419
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.76M +$803K +17,997 +26%
TRCT
420
Tower Research Capital (TRC)
New York
$3.75M +$1.48M +33,270 +62%
Robeco Institutional Asset Management
421
Robeco Institutional Asset Management
Netherlands
$3.75M -$278K -6,220 -7%
AIS
422
AM Investment Strategies
Tennessee
$3.71M -$104K -2,324 -3%
First Eagle Investment Management
423
First Eagle Investment Management
New York
$3.69M +$2.74M +61,302 +257%
PAG
424
Private Advisor Group
New Jersey
$3.67M +$227K +5,080 +6%
BFA
425
Bragg Financial Advisors
North Carolina
$3.62M -$26.6K -596 -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.