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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
BFG
601
Bleakley Financial Group
New Jersey
$1.64M +$44.1K +988 +3%
NRS
602
Neville Rodie & Shaw
New York
$1.63M +$254K +5,695 +18%
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$1.62M -$54.7K -1,226 -3%
SCA
604
Stonebridge Capital Advisors
Minnesota
$1.6M -$391K -8,751 -19%
TMAM
605
Tokio Marine Asset Management
Japan
$1.6M +$53.9K +1,208 +3%
PFS
606
Physicians Financial Services
North Carolina
$1.6M +$13.4K +300 +0.8%
JSSH
607
J. Safra Sarasin Holding
$1.6M -$213K -4,768 -11%
WA
608
Wealth Alliance
New York
$1.59M -$37.9K -849 -2%
SJIM
609
St. Johns Investment Management
Florida
$1.59M -$13.1K -294 -0.8%
CNC
610
Citizens & Northern Corp
Pennsylvania
$1.59M +$40.5K +907 +3%
TCPW
611
Twin City Private Wealth
North Carolina
$1.58M +$36.9K +826 +2%
JCM
612
Jacobi Capital Management
Pennsylvania
$1.58M +$20.7K +464 +1%
BCP
613
Berkeley Capital Partners
Georgia
$1.57M -$20.9K -469 -1%
FPGT
614
Financial Partners Group (Tennessee)
Tennessee
$1.53M -$28.9K -647 -2%
HAG
615
HF Advisory Group
Maryland
$1.52M +$526K +11,789 +51%
MWM
616
Mindset Wealth Management
Indiana
$1.52M -$77.5K -1,736 -5%
SFA
617
Sequoia Financial Advisors
Ohio
$1.52M +$27.5K +616 +2%
BPA
618
Beacon Pointe Advisors
California
$1.52M +$898K +20,126 +135%
RCM
619
Raleigh Capital Management
North Carolina
$1.52M -$42.1K -943 -3%
BCA
620
Bray Capital Advisors
Florida
$1.52M -$53.6K -1,202 -3%
AI
621
Arvest Investments
Arkansas
$1.51M -$103K -2,310 -6%
OIA
622
OneDigital Investment Advisors
Kansas
$1.47M +$31.1K +697 +2%
William Blair & Company
623
William Blair & Company
Illinois
$1.47M -$56.9K -1,276 -4%
WANY
624
Wealthspire Advisors (New York)
New York
$1.46M +$335K +7,507 +29%
EBWM
625
Eagle Bluffs Wealth Management
Missouri
$1.45M -$78.9K -1,767 -5%

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.