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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
RFA
876
Register Financial Advisors
Georgia
$636K +$2.19K +49 +0.3%
CFG
877
Citizens Financial Group
Rhode Island
$635K +$227K +5,085 +53%
PAM
878
Panagora Asset Management
Massachusetts
$635K -$179 -4 -0%
NSIM
879
North Star Investment Management
Illinois
$635K -$33.7K -756 -5%
RWM
880
Riverbend Wealth Management
South Carolina
$634K +$653K +14,624 New
KWA
881
Kingswood Wealth Advisors
California
$633K -$87.2K -1,954 -12%
MMHP
882
Murphy Middleton Hinkle & Parker
Georgia
$633K -$4.46K -100 -0.7%
MC
883
Montag & Caldwell
Georgia
$632K
OHWA
884
Oak Hill Wealth Advisors
Virginia
$631K +$649K +14,539 New
FFG
885
First Financial Group
North Carolina
$631K +$649K +14,535 New
SOS
886
Silver Oak Securities
Tennessee
$629K +$59.5K +1,334 +10%
PCM
887
PAR Capital Management
Massachusetts
$629K +$201K +4,500 +45%
AW
888
Alteri Wealth
California
$629K +$647K +14,489 New
FMII
889
Farmers & Merchants Investments Inc
Nebraska
$628K -$669 -15 -0.1%
PI
890
PFG Investments
New York
$626K +$22.3K +499 +4%
IWA
891
Icon Wealth Advisors
Texas
$625K -$104K -2,323 -14%
SB
892
Strategic Blueprint
Georgia
$625K -$15.7K -352 -2%
FFA
893
Farther Finance Advisors
California
$624K -$96.7K -2,167 -13%
Lazard Asset Management
894
Lazard Asset Management
New York
$620K +$321K +7,197 +101%
EWA
895
EP Wealth Advisors
California
$618K -$7.72K -173 -1%
HPM
896
Hoxton Planning & Management
West Virginia
$617K +$6.78K +152 +1%
CANY
897
Caxton Associates (New York)
New York
$614K -$487K -10,916 -44%
YP
898
YANKCOM Partnership
South Dakota
$613K +$630K +14,128 New
WT
899
Whittier Trust
California
$612K -$50.1K -1,123 -7%
HT
900
Headlands Technologies
Illinois
$612K +$390K +8,748 +163%

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.