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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
TSWM
501
Triangle Securities Wealth Management
North Carolina
$2.45M -$75.8K -1,699 -3%
TCM
502
Teza Capital Management
Illinois
$2.45M +$1.88M +42,037 +291%
Dodge & Cox
503
Dodge & Cox
California
$2.44M -$1.15B -25,693,714 -100%
SB
504
Simmons Bank
Arkansas
$2.44M +$583K +13,067 +30%
BWA
505
BlueChip Wealth Advisors
Georgia
$2.44M -$163K -3,657 -6%
HCP
506
Hardin Capital Partners
South Carolina
$2.43M -$89.2K -1,999 -3%
VA
507
Vident Advisory
Georgia
$2.43M -$529K -11,854 -17%
GRP
508
Global Retirement Partners
California
$2.43M +$18.7K +420 +0.8%
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.42M +$43.1K +965 +2%
PAA
510
Peregrine Asset Advisers
Oregon
$2.42M +$2.49M +55,776 New
OAC
511
OMERS Administration Corp
Ontario, Canada
$2.41M +$417K +9,352 +20%
RK
512
Rather & Kittrell
Tennessee
$2.4M +$803 +18 +0%
ACM
513
Aquatic Capital Management
Illinois
$2.38M -$26.2M -587,866 -91%
AWM
514
Apollon Wealth Management
South Carolina
$2.36M +$239K +5,345 +11%
DWM
515
David Wealth Management
Virginia
$2.35M +$2.42M +54,270 New
HW
516
Hancock Whitney
Mississippi
$2.34M +$194K +4,338 +9%
HNB
517
Huntington National Bank
Ohio
$2.33M -$715K -16,014 -23%
FNB
518
Farmers National Bank
Kentucky
$2.33M +$2.39M +53,644 New
AWS
519
Atria Wealth Solutions
New York
$2.32M +$1.04M +23,194 +77%
NHC
520
Nicholas Hoffman & Company
Georgia
$2.32M -$101K -2,256 -4%
B
521
Bailard
California
$2.31M +$255K +5,725 +12%
HT
522
Heritage Trust
Oklahoma
$2.3M +$2.37M +53,125 New
CDDEC
523
Caisse Des Depots Et Consignations
France
$2.27M +$2.33M +52,305 New
GLLW
524
Graves Light Lenhart Wealth
Virginia
$2.27M -$11.2K -252 -0.5%
CIC
525
Carnegie Investment Counsel
Ohio
$2.26M +$24.9K +557 +1%

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.