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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
SCA
751
STALEY CAPITAL ADVISERS
Pennsylvania
$933K
KRSITF
752
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$932K -$655K -14,686 -37%
GT
753
Glenview Trust
Kentucky
$930K -$215K -4,823 -18%
CCM
754
Coldstream Capital Management
Washington
$926K +$26.4K +591 +3%
SC
755
SouthState Corp
Florida
$923K -$3.04K -68 -0.3%
SFI
756
Siemens Fonds Invest
Germany
$922K +$60.4K +1,354 +7%
AFCM
757
Applied Finance Capital Management
Puerto Rico
$919K +$42.1K +943 +5%
KFGG
758
Keystone Financial Group (Georgia)
Georgia
$917K +$943K +21,133 New
Vontobel Holding
759
Vontobel Holding
Switzerland
$914K -$55.6K -1,247 -6%
CAAS
760
Capital Asset Advisory Services
Michigan
$914K +$45 +1 +0%
CIA
761
Compass Ion Advisors
Pennsylvania
$911K -$1.09M -24,343 -54%
PCC
762
Park Circle Company
Maryland
$908K
MYAM
763
Meiji Yasuda Asset Management
Japan
$901K -$1.03M -23,087 -53%
LGA
764
Lebenthal Global Advisors
New York
$899K +$36.2K +812 +4%
LIM
765
Leavell Investment Management
Alabama
$896K +$39.5K +886 +4%
SPC
766
Sigma Planning Corp
Michigan
$895K +$7.01K +157 +0.8%
CA
767
Cornerstone Advisors
North Carolina
$894K
AG
768
Ascent Group
Virginia
$893K +$699K +15,660 +318%
MIH
769
Meitav Investment House
Israel
$892K +$123K +2,762 +16%
CA
770
Cornerstone Advisory
Maryland
$891K -$34.3K -769 -4%
NC
771
NewSquare Capital
Pennsylvania
$891K +$3.66K +82 +0.4%
BW
772
BIP Wealth
Georgia
$890K +$538K +12,052 +142%
PT
773
Plimoth Trust
Massachusetts
$890K -$30.1K -675 -3%
CA
774
Carson Advisory
Georgia
$880K -$2.19K -49 -0.2%
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$868K -$981K -21,981 -52%

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.