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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
LFAS
576
Level Four Advisory Services
Texas
$1.78M +$17.2K +386 +0.9%
I
577
InceptionR
California
$1.77M +$839K +18,799 +86%
MOS
578
MGO One Seven
Ohio
$1.76M +$70.1K +1,571 +4%
HWA
579
Heritage Wealth Advisors
Virginia
$1.75M -$28.6K -642 -2%
AC
580
Allstate Corporation
Illinois
$1.75M +$1.8M +40,245 New
CIC
581
Cornercap Investment Counsel
Georgia
$1.74M -$59.1K -1,325 -3%
KTC
582
Kentucky Trust Company
Kentucky
$1.74M +$1.79M +40,145 New
DAM
583
Diamant Asset Management
Connecticut
$1.73M +$151K +3,390 +9%
LFA
584
Legacy Financial Advisors
Kentucky
$1.72M -$2.06M -46,136 -54%
GT
585
Glenmede Trust
Pennsylvania
$1.72M -$249K -5,581 -12%
CIA
586
Capital Investment Advisors
Georgia
$1.71M +$29.3K +656 +2%
KFP
587
KMG Fiduciary Partners
Ohio
$1.71M +$1.76M +39,385 New
PAS
588
Point72 Asia (Singapore)
Singapore
$1.7M +$1.75M +39,232 New
IBOK
589
Independence Bank of Kentucky
Kentucky
$1.7M +$157K +3,518 +10%
IA
590
Icon Advisers
Colorado
$1.7M
BI
591
Ballast Inc
Kentucky
$1.69M -$91.2K -2,043 -5%
MFG
592
Merit Financial Group
Georgia
$1.69M +$1.13M +25,323 +185%
CBT
593
Crews Bank & Trust
Florida
$1.68M +$1.73M +38,656 New
KA
594
Kintegral Advisory
New York
$1.67M -$80K -1,793 -4%
CG
595
Caprock Group
Idaho
$1.67M -$18.1K -406 -1%
BTI
596
Blue Trust Inc
Georgia
$1.66M +$163K +3,659 +11%
MIP
597
Marietta Investment Partners
Wisconsin
$1.65M +$729K +16,333 +75%
NAG
598
Northstar Advisory Group
New Jersey
$1.65M +$205K +4,593 +14%
NFG
599
Norris Financial Group
South Carolina
$1.65M -$43.5K -974 -3%
MA
600
Mutual Advisors
Nebraska
$1.64M +$228K +5,103 +16%

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.