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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
FSA
726
Financial Security Advisor
Virginia
$1M -$446 -10 -0%
PIM
727
Provident Investment Management
Michigan
$996K +$124K +2,775 +14%
RA
728
RFG Advisory
Alabama
$996K -$45.8K -1,026 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
729
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$996K +$155K +3,468 +18%
WFS
730
Widmann Financial Services
Maryland
$996K -$3.52K -79 -0.3%
WCBA
731
Weaver C. Barksdale & Associates
Tennessee
$996K -$26.2K -586 -2%
FMWA
732
Forvis Mazars Wealth Advisors
Missouri
$990K -$6.07K -136 -0.6%
HA
733
Huntleigh Advisors
Missouri
$985K +$1.01M +22,715 New
MNBTD
734
Moody National Bank Trust Division
Texas
$985K -$30.9K -692 -3%
SW
735
SVB Wealth
Massachusetts
$984K +$1.01M +22,687 New
KLCM
736
KG&L Capital Management
Louisiana
$982K -$13.4K -300 -1%
BTC
737
Bank & Trust Company
Illinois
$967K -$13.8K -310 -1%
MCM
738
Monument Capital Management
Virginia
$967K
Axa
739
Axa
France
$963K -$4.08M -91,353 -80%
MSA
740
Marino Stram & Associates
Massachusetts
$959K +$2.81K +63 +0.3%
FTWA
741
Fifth Third Wealth Advisors
Ohio
$959K +$304K +6,813 +45%
EWM
742
EPG Wealth Management
Georgia
$958K -$8.52K -191 -0.9%
SL
743
Salomon & Ludwin
Virginia
$956K -$85.5K -1,917 -8%
MSA
744
MUFG Securities Americas
New York
$954K +$981K +21,993 New
LNWWM
745
Laird Norton Wetherby Wealth Management
California
$950K -$22.7K -509 -2%
NW
746
NewEdge Wealth
Pennsylvania
$948K +$129K +2,893 +15%
MWM
747
Meridian Wealth Management
Kentucky
$947K +$4.69K +105 +0.5%
WAOTB
748
Wealth Advisors of Tampa Bay
Florida
$946K -$19.6K -440 -2%
DCM
749
Driehaus Capital Management
Illinois
$942K +$289K +6,465 +42%
OC
750
Oakworth Capital
Alabama
$934K -$8.39K -188 -0.9%

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.