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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
CCB
551
Country Club Bank
Missouri
$1.97M +$1.78M +39,949 +720%
AF
552
Allworth Financial
California
$1.97M -$189K -4,235 -9%
PAS
553
Park Avenue Securities
New York
$1.97M +$571K +12,798 +39%
TL
554
Tradewinds LLC
North Carolina
$1.96M -$133K -2,989 -7%
PFS
555
Prospera Financial Services
Texas
$1.96M +$11.5K +257 +0.6%
EF
556
Empirical Finance
Pennsylvania
$1.96M -$26.2K -587 -1%
CAIM
557
Catherine Avery Investment Management
Florida
$1.96M +$2.01M +45,091 New
HBT
558
Hills Bank & Trust
Iowa
$1.95M +$37.2K +834 +2%
TCOT
559
Trust Company of Toledo
Ohio
$1.95M +$2.81K +63 +0.1%
IIM
560
INTECH Investment Management
Florida
$1.95M +$1.14M +25,516 +132%
FDP
561
Financiere des Professionnels
Quebec, Canada
$1.94M -$3.8M -85,135 -66%
FSBI
562
Fearless Solutions (Best Invest)
Texas
$1.91M +$1.96M +44,032 New
OWA
563
Octavia Wealth Advisors
Ohio
$1.9M -$91.4K -2,048 -4%
AIM
564
AHL Investment Management
Florida
$1.9M -$41K -918 -2%
GIA
565
GHP Investment Advisors
Colorado
$1.9M +$89.2K +1,999 +5%
IRC
566
Investors Research Corp
Georgia
$1.87M
MAM
567
Marotta Asset Management
Virginia
$1.83M +$4.46K +100 +0.2%
NMIMC
568
Northwestern Mutual Investment Management Company
Wisconsin
$1.83M -$13K -292 -0.7%
CWM
569
Congress Wealth Management
Massachusetts
$1.82M -$37.7K -845 -2%
WAM
570
Weiss Asset Management
Massachusetts
$1.8M +$1.85M +41,557 New
UCFA
571
United Capital Financial Advisors
Texas
$1.8M -$125K -2,798 -6%
FIA
572
Foundations Investment Advisors
Arizona
$1.8M +$423K +9,483 +30%
AWC
573
Abundance Wealth Counselors
Pennsylvania
$1.79M +$30K +673 +2%
AA
574
Argent Advisors
Louisiana
$1.79M -$2.01K -45 -0.1%
OL
575
one8zero8 LLC
North Carolina
$1.79M +$1.84M +41,153 New

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.