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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
JFG
776
Jefferies Financial Group
New York
$868K +$893K +20,000 New
CNTOF
777
Canandaigua National Trust of Florida
New York
$865K
SAM
778
Smartleaf Asset Management
Massachusetts
$865K +$76.9K +1,724 +9%
BBHC
779
Brown Brothers Harriman & Co
New York
$851K -$18.3K -410 -2%
GWA
780
Gratus Wealth Advisors
Virginia
$847K -$47.5K -1,064 -5%
TIA
781
Trust Investment Advisors
Indiana
$841K -$246K -5,517 -22%
MCWS
782
McKinley Carter Wealth Services
West Virginia
$840K -$47.2K -1,058 -5%
RWB
783
RMR Wealth Builders
New Jersey
$831K +$14.5K +324 +2%
RFG
784
RFP Financial Group
Georgia
$829K -$233K -5,217 -21%
TTWM
785
TCV Trust & Wealth Management
Virginia
$828K -$32.1K -720 -4%
FPAS
786
Focus Partners Advisor Solutions
Missouri
$827K -$4.78K -107 -0.6%
DWA
787
Douglass Winthrop Advisors
New York
$823K
TAM
788
Todd Asset Management
Kentucky
$821K
FAIM
789
Financial Advocates Investment Management
Washington
$821K -$8.08K -181 -0.9%
FFM
790
Forum Financial Management
Illinois
$819K +$379K +8,489 +82%
CPWA
791
Cerro Pacific Wealth Advisors
California
$812K +$41.4K +927 +5%
TG
792
TCW Group
California
$812K +$20.9K +469 +3%
GCP
793
GSA Capital Partners
United Kingdom
$808K +$831K +18,619 New
CL
794
CSS LLC
Illinois
$808K
FMN
795
Financial Management Network
California
$806K +$1.34K +30 +0.2%
ACM
796
AlphaStar Capital Management
North Carolina
$804K -$62K -1,389 -7%
I
797
INVST
Indiana
$802K +$4.15K +93 +0.5%
P
798
Pitcairn
Pennsylvania
$799K +$9.33K +209 +1%
VFA
799
Valeo Financial Advisors
Indiana
$793K -$78K -1,747 -9%
AT
800
American Trust
Kentucky
$787K -$35.9K -804 -4%

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.