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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
TAM
851
Trust Asset Management
Texas
$685K
CFB
852
Cullen/Frost Bankers
Texas
$680K -$169K -3,795 -19%
BB
853
Busey Bank
Illinois
$679K -$33.5K -751 -5%
AWM
854
Atticus Wealth Management
Florida
$678K
MIM
855
Morningstar Investment Management
Illinois
$678K -$1.41M -31,533 -67%
VF
856
Virtu Financial
New York
$675K +$695K +15,564 New
CFO
857
Callan Family Office
Pennsylvania
$672K +$691K +15,488 New
DA
858
Dover Advisors
Virginia
$670K -$17.9K -400 -3%
CHC
859
City Holding Co
West Virginia
$667K
FFM
860
Fullerton Fund Management
Singapore
$664K +$683K +15,298 New
WQ
861
Wealth Quarterback
New Jersey
$663K +$11.9K +266 +2%
CBTWT
862
Community Bank & Trust (Waco, Texas)
Texas
$663K +$114K +2,551 +20%
SLI
863
Sumitomo Life Insurance
Japan
$661K -$26.4K -592 -4%
FIM
864
Freedom Investment Management
Connecticut
$659K +$96K +2,151 +16%
DAL
865
Delta Accumulation LLC
California
$656K +$179 +4 +0%
FCCM
866
First City Capital Management
Georgia
$655K +$23.2K +520 +4%
LOPW
867
Live Oak Private Wealth
North Carolina
$654K -$14.9K -335 -2%
Loomis, Sayles & Company
868
Loomis, Sayles & Company
Massachusetts
$650K -$88.1K -1,974 -12%
ECM
869
Evergreen Capital Management
Washington
$647K +$6.07K +136 +0.9%
HPC
870
HM Payson & Co
Maine
$644K -$223 -5 -0%
BRWA
871
B. Riley Wealth Advisors
Florida
$644K -$1.54M -34,585 -70%
LA
872
LVW Advisors
New York
$644K -$280K -6,279 -30%
GIA
873
Gladstone Institutional Advisory
Florida
$639K +$321K +7,194 +95%
CTI
874
Community Trust & Investment
Kentucky
$639K -$221K -4,950 -25%
TIM
875
Thompson Investment Management
Wisconsin
$637K -$22.3K -500 -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.