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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
PS
526
Principal Securities
Iowa
$2.25M +$136K +3,041 +6%
AUB
527
Atlantic Union Bankshares
Virginia
$2.24M +$8.75K +196 +0.4%
DILIC
528
Dai-ichi Life Insurance Company
Japan
$2.24M
IWA
529
IVC Wealth Advisors
Pennsylvania
$2.22M -$25.3K -566 -1%
PCM
530
Poehling Capital Management
Wisconsin
$2.22M +$13.7K +307 +0.6%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$2.2M +$145K +3,250 +7%
TSW
532
Thompson Siegel & Walmsley
Virginia
$2.17M +$45 +1 +0%
CANC
533
Culbertson A N & Co
Virginia
$2.16M +$124K +2,781 +6%
Walleye Capital
534
Walleye Capital
New York
$2.15M +$95.6K +2,143 +5%
Luther King Capital Management (LKCM)
535
Luther King Capital Management (LKCM)
Texas
$2.13M -$750K -16,816 -25%
S
536
SignatureFD
Georgia
$2.13M -$61.9K -1,387 -3%
CAMG
537
CWA Asset Management Group
Florida
$2.13M +$190K +4,267 +10%
DEM
538
Disciplined Equity Management
Florida
$2.11M
PFA
539
Pathway Financial Advisers
Indiana
$2.09M +$3.84K +86 +0.2%
CM
540
Caption Management
Oklahoma
$2.08M +$857K +19,200 +67%
ECM
541
Everence Capital Management
Indiana
$2.08M -$1.01M -22,610 -32%
SWM
542
SeaCrest Wealth Management
New York
$2.05M -$24.7K -553 -1%
FAB
543
First American Bank
Illinois
$2.02M -$30.9K -692 -1%
ZIC
544
ZWJ Investment Counsel
Georgia
$2.02M -$18.7K -418 -0.9%
ACM
545
Argyle Capital Management
Pennsylvania
$2.01M +$109K +2,441 +6%
MIM
546
Marco Investment Management
Georgia
$2.01M
BC
547
Bridgefront Capital
Texas
$2M +$1.1M +24,682 +115%
OAM
548
Ostrum Asset Management
France
$2M +$491K +10,992 +31%
ABTD
549
Arvest Bank Trust Division
Oklahoma
$2M +$7.05K +158 +0.3%
BBVA
550
Banco Bilbao Vizcaya Argentaria
Spain
$1.98M -$728K -16,316 -26%

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.