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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
NERM
626
New England Research & Management
Illinois
$1.44M -$4.28K -96 -0.3%
A
627
Argentarii
Ohio
$1.43M +$1.47M +32,892 New
AG
628
AIA Group
Hong Kong
$1.42M -$1.17M -26,307 -45%
BAM
629
Bayview Asset Management
Florida
$1.41M +$781K +17,500 +117%
SF
630
Symphony Financial
Texas
$1.41M +$83.5K +1,871 +7%
HWAM
631
Hennion & Walsh Asset Management
New Jersey
$1.4M +$862K +19,315 +150%
TCOV
632
Trust Company of Vermont
Vermont
$1.39M -$31.1K -697 -2%
CAM
633
Congress Asset Management
Massachusetts
$1.39M +$1.43M +31,966 New
ACP
634
Arcus Capital Partners
Georgia
$1.38M -$53.4K -1,196 -3%
ACL
635
Applied Capital LLC
Florida
$1.37M -$5.71K -128 -0.4%
RWA
636
River Wealth Advisors
Pennsylvania
$1.37M -$158K -3,530 -10%
CSS
637
Cubist Systematic Strategies
Connecticut
$1.36M -$31.9M -714,442 -96%
ACA
638
Aptus Capital Advisors
Alabama
$1.36M +$298K +6,678 +27%
DADC
639
D.A. Davidson & Co
Montana
$1.35M +$176K +3,937 +14%
PG
640
Patten Group
Tennessee
$1.34M -$244K -5,475 -15%
CNBT
641
Canandaigua National Bank & Trust
New York
$1.33M -$45.2K -1,012 -3%
DIP
642
Davis Investment Partners
North Carolina
$1.33M +$1.52K +34 +0.1%
USAA
643
United Services Automobile Association
Texas
$1.33M
TI
644
Tidal Investments
Wisconsin
$1.33M -$1.44M -32,228 -51%
TFG
645
Taylor Financial Group
Virginia
$1.32M
Group One Trading
646
Group One Trading
Illinois
$1.31M +$1.35M +30,290 New
PCMN
647
Paradigm Capital Management (Nevada)
Nevada
$1.31M +$2.23K +50 +0.2%
HAG
648
HighPoint Advisor Group
Illinois
$1.31M +$129K +2,882 +12%
PAMG
649
Patton Albertson Miller Group
Tennessee
$1.31M +$106K +2,385 +9%
MSE
650
MUFG Securities EMEA
United Kingdom
$1.31M +$1.34M +30,099 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.