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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
FCB
801
First County Bank
Connecticut
$786K -$22.4K -502 -3%
SSWM
802
Sheets Smith Wealth Management
North Carolina
$784K +$446 +10 +0.1%
STA
803
Summit Trail Advisors
New York
$782K +$125K +2,799 +18%
EHWM
804
Eads & Heald Wealth Management
Georgia
$778K +$175K +3,925 +28%
NAS
805
Nicolet Advisory Services
Wisconsin
$776K +$29.7K +665 +4%
IF
806
Intrua Financial
Texas
$772K -$186K -4,159 -19%
IP
807
Ignite Planners
California
$772K +$11K +246 +1%
PVI
808
Pine Valley Investments
New Jersey
$769K +$50.7K +1,137 +7%
TSS
809
Two Sigma Securities
New York
$767K +$789K +17,690 New
BFW
810
Brady Family Wealth
Missouri
$766K
ECA
811
Elevated Capital Advisors
Utah
$765K -$16.9K -379 -2%
CMANY
812
Capital Management Associates (New York)
New York
$764K -$181K -4,067 -19%
MAG
813
Mayfair Advisory Group
Alabama
$763K +$89.3K +2,000 +13%
MP
814
Mangrove Partners
Connecticut
$761K +$783K +17,542 New
GFA
815
Gallagher Fiduciary Advisors
Illinois
$760K +$62.7K +1,405 +9%
OAM
816
Oxford Asset Management
United Kingdom
$751K +$773K +17,322 New
AG
817
AlTi Global
New York
$751K +$491 +11 +0.1%
APC
818
Aspire Private Capital
North Carolina
$750K -$7.68K -172 -1%
LCM
819
Leisure Capital Management
California
$746K -$42.7K -957 -5%
AFG
820
Atomi Financial Group
New York
$743K +$64.4K +1,444 +9%
FHA
821
First Horizon Advisors
Tennessee
$743K -$12.5K -280 -2%
SA
822
Strategic Advisors
New York
$742K +$66.9K +1,500 +10%
EIA
823
Eastover Investment Advisors
North Carolina
$741K +$6.87K +154 +0.9%
CCM
824
Canal Capital Management
Virginia
$738K +$2.77K +62 +0.4%
IAS
825
Insigneo Advisory Services
Florida
$730K -$23.8K -533 -3%

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.