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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
AMBIA
651
Allen Mooney & Barnes Investment Advisors
Georgia
$1.3M -$35.6K -797 -3%
VFA
652
Voya Financial Advisors
Connecticut
$1.29M +$14.9K +333 +1%
BMA
653
Brooks Moore & Associates
Tennessee
$1.29M -$22.3K -500 -2%
GS
654
GTS Securities
New York
$1.28M +$278K +6,235 +27%
MA
655
MCF Advisors
Kentucky
$1.28M +$3.21K +72 +0.2%
FRA
656
Frank Rimerman Advisors
California
$1.28M +$48.8K +1,094 +4%
BIA
657
BHK Investment Advisors
Alabama
$1.27M +$19K +425 +1%
BG
658
Bahl & Gaynor
Ohio
$1.27M -$258K -5,777 -16%
PWM
659
PBMares Wealth Management
Virginia
$1.27M +$10K +224 +0.8%
LAM
660
LECAP Asset Management
United Kingdom
$1.25M +$34.3K +768 +3%
BWM
661
BCS Wealth Management
Tennessee
$1.25M -$64.8K -1,452 -5%
SSA
662
Sierra Summit Advisors
Nevada
$1.23M +$1.27M +28,404 New
MAS
663
Meeder Advisory Services
Ohio
$1.23M +$12.9K +288 +1%
NB
664
Nicolet Bankshares
Wisconsin
$1.22M -$78.2K -1,752 -6%
SVWAG
665
Sound View Wealth Advisors Group
Georgia
$1.22M +$40.2K +901 +3%
CFGS
666
Concourse Financial Group Securities
Alabama
$1.22M +$384K +8,605 +50%
OBAM
667
ODDO BHF Asset Management
France
$1.22M +$227K +5,090 +22%
AF
668
Ally Financial
Michigan
$1.21M
IWC
669
Integrated Wealth Concepts
Massachusetts
$1.21M -$291K -6,524 -19%
QWM
670
Quadcap Wealth Management
Texas
$1.21M -$190K -4,262 -13%
AIA
671
AssuredPartners Investment Advisors
Florida
$1.21M +$1.24M +27,799 New
GAM
672
Gotham Asset Management
New York
$1.2M -$1.47K -33 -0.1%
NCFG
673
New Century Financial Group
New Jersey
$1.19M -$12.7K -285 -1%
VSQM
674
V-Square Quantitative Management
Illinois
$1.19M -$48.6K -1,090 -4%
BTD
675
BankPlus Trust Department
Mississippi
$1.19M +$1.23M +27,465 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.