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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
RPC
826
Rossmore Private Capital
Connecticut
$730K
VWM
827
Venturi Wealth Management
Texas
$729K +$293K +6,570 +64%
LWAM
828
Legacy Wealth Asset Management
Minnesota
$727K -$25.6K -573 -3%
OFG
829
OmniStar Financial Group
North Carolina
$725K +$3.75K +84 +0.5%
GF
830
Gabelli Funds
New York
$724K -$13.4K -300 -2%
RMC
831
Resources Management Corp
Connecticut
$720K
SEIA
832
Signature Estate & Investment Advisors
California
$720K +$8.43K +189 +1%
PWM
833
Pines Wealth Management
North Carolina
$718K +$749K +16,778 New
NEI
834
Northwest & Ethical Investments
Ontario, Canada
$716K
DCM
835
Dudley Capital Management
Virginia
$708K
WCAMG
836
Woodard & Company Asset Management Group
North Carolina
$707K -$13.4K -300 -2%
BFIM
837
Beese Fulmer Investment Management
Ohio
$706K +$58.1K +1,302 +9%
PA
838
Procyon Advisors
Connecticut
$706K -$24.7K -553 -3%
FCM
839
Fourpath Capital Management
Oklahoma
$705K -$21.3K -478 -3%
EFS
840
Essex Financial Services
Connecticut
$701K +$625 +14 +0.1%
FM
841
Foster & Motley
Ohio
$696K +$224K +5,014 +45%
MWA
842
Midland Wealth Advisors
Illinois
$695K -$79.5K -1,782 -10%
BAM
843
Broyhill Asset Management
North Carolina
$693K +$713K +15,980 New
IWA
844
Inspirion Wealth Advisors
Illinois
$690K
FOFP
845
Fee-Only Financial Planning
South Carolina
$689K -$56.2K -1,260 -7%
FCA
846
FLC Capital Advisors
California
$688K
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$33.5K +750 +5%
PCM
848
Penserra Capital Management
California
$686K +$110K +2,465 +18%
MFT
849
Moisand Fitzgerald Tamayo
Florida
$686K -$49.5K -1,110 -7%
IWM
850
IHT Wealth Management
Illinois
$685K +$15.4K +344 +2%

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.