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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
CFCI
701
Comprehensive Financial Consultants Institutional
Indiana
$1.1M -$47.8K -1,071 -4%
NBT
702
Northwest Bank & Trust
Iowa
$1.09M -$37.9K -849 -4%
BPWM
703
Badgley Phelps Wealth Managers
Washington
$1.09M
TIA
704
Tandem Investment Advisors
South Carolina
$1.08M -$415K -9,299 -27%
MC
705
Machina Capital
France
$1.08M +$1.12M +25,008 New
MS
706
Madden Securities
Texas
$1.08M -$26.8K -600 -2%
BO
707
Bank OZK
Arkansas
$1.08M -$214K -4,801 -16%
VCM
708
Voleon Capital Management
California
$1.07M +$1.1M +24,754 New
MS
709
Maven Securities
Jersey
$1.07M -$43.3K -970 -4%
WIA
710
World Investment Advisors
California
$1.07M +$455K +10,205 +70%
BIM
711
Bridges Investment Management
Nebraska
$1.07M -$4.2K -94 -0.4%
HH
712
Hilltop Holdings
Texas
$1.07M +$9.33K +209 +0.9%
CIBC World Market
713
CIBC World Market
Ontario, Canada
$1.07M -$385K -8,621 -26%
HI
714
Horizon Investments
North Carolina
$1.07M +$19.7K +442 +2%
GCA
715
Greenwood Capital Associates
South Carolina
$1.06M +$48.4K +1,084 +5%
SCA
716
Snowden Capital Advisors
New York
$1.06M -$49.8K -1,115 -4%
GLR
717
Great Lakes Retirement
Ohio
$1.05M -$18.1K -406 -2%
ONST
718
Old North State Trust
North Carolina
$1.05M -$51.9K -1,162 -5%
JWCA
719
J.W. Cole Advisors
Florida
$1.05M -$151K -3,374 -12%
ISL
720
Ingalls & Snyder LLC
New York
$1.04M -$2.83M -63,466 -73%
SWM
721
Spire Wealth Management
Virginia
$1.04M -$33.9K -760 -3%
BHBT
722
Burke & Herbert Bank & Trust
Virginia
$1.04M
TIAA Trust, National Association
723
TIAA Trust, National Association
North Carolina
$1.03M +$12.6K +283 +1%
CAC
724
Certified Advisory Corp
Florida
$1.03M +$179 +4 +0%
BJL
725
Brighton Jones LLC
Washington
$1.02M +$629K +14,093 +149%

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.