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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
Deutsche Bank
26
Deutsche Bank
Germany
$254M +$48.5M +1,085,939 +23%
CCM
27
Cullen Capital Management
New York
$199M +$2.83M +63,439 +1%
Raymond James Financial
28
Raymond James Financial
Florida
$198M +$204M +4,565,487 New
Truist Financial
29
Truist Financial
North Carolina
$198M -$7.81M -174,903 -4%
Wells Fargo
30
Wells Fargo
California
$194M -$3.52M -78,898 -2%
HighTower Advisors
31
HighTower Advisors
Illinois
$179M +$9.72M +217,832 +6%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$172M -$1.59M -35,571 -0.9%
LPL Financial
33
LPL Financial
California
$168M +$10.9M +245,352 +7%
Marshall Wace
34
Marshall Wace
United Kingdom
$158M +$78.2M +1,752,001 +93%
SC
35
Samlyn Capital
New York
$152M +$69.5M +1,557,756 +80%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$151M +$521K +11,667 +0.3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$146M +$3.16M +70,709 +2%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$143M +$25.4M +568,971 +21%
Jennison Associates
39
Jennison Associates
New York
$140M -$24.8M -554,807 -15%
Prudential Financial
40
Prudential Financial
New Jersey
$140M +$30.6M +684,992 +27%
Barclays
41
Barclays
United Kingdom
$138M -$38M -851,274 -21%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$138M -$16.8M -377,160 -11%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$131M +$1.5M +33,527 +1%
National Pension Service
44
National Pension Service
South Korea
$128M -$20.3M -455,477 -13%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$127M +$131M +2,938,075 New
N
46
Nuveen
North Carolina
$123M -$8.06M -180,587 -6%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$118M -$265K -5,935 -0.2%
PCM
48
Prana Capital Management
Connecticut
$117M -$2.26M -50,689 -2%
Millennium Management
49
Millennium Management
New York
$112M +$22.4M +500,838 +24%
First Trust Advisors
50
First Trust Advisors
Illinois
$108M +$4.31M +96,648 +4%

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.