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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
TBA
901
Tower Bridge Advisors
Pennsylvania
$611K -$26.8K -600 -4%
GWM
902
Geneos Wealth Management
Colorado
$611K +$19.5K +437 +3%
CF
903
Centaurus Financial
California
$610K -$94K -2,107 -13%
PPWP
904
Premier Path Wealth Partners
New Jersey
$609K +$5.62K +126 +0.9%
PTC
905
Private Trust Company
Ohio
$608K -$140K -3,128 -18%
PWM
906
Prosperity Wealth Management
California
$608K
CWM
907
Centurion Wealth Management
Virginia
$607K +$23.6K +528 +4%
MLA
908
My Legacy Advisors
Oregon
$606K +$83.1K +1,862 +16%
NGA
909
Naples Global Advisors
Florida
$605K -$1.16K -26 -0.2%
WC
910
Westhampton Capital
North Carolina
$604K -$93.5K -2,095 -13%
GWANC
911
Guardian Wealth Advisors (North Carolina)
North Carolina
$600K -$47.6K -1,067 -7%
FG
912
Fiduciary Group
Georgia
$595K -$5.85K -131 -0.9%
GT
913
Greenleaf Trust
Michigan
$594K +$26.8K +600 +5%
RBI
914
Raiffeisen Bank International
Austria
$594K +$611K +13,693 New
PIFP
915
Partners in Financial Planning
Virginia
$593K
CI
916
Cigna Investments
Connecticut
$593K -$6.69K -150 -1%
MCM
917
MAI Capital Management
Ohio
$593K -$66.1K -1,481 -10%
IMRF
918
Illinois Municipal Retirement Fund
Illinois
$590K
PH
919
Pinnacle Holdings
Oklahoma
$586K
SWP
920
Sagespring Wealth Partners
Tennessee
$585K +$602K +13,482 New
FT
921
Fiduciary Trust
Massachusetts
$585K +$200K +4,487 +50%
AIC
922
Archer Investment Corporation
Indiana
$582K
DWAM
923
Duncan Williams Asset Management
Tennessee
$579K -$53.4K -1,197 -8%
QT
924
Quantbot Technologies
New York
$577K -$5.77M -129,286 -91%
JIC
925
Johnson Investment Counsel
Ohio
$576K +$252K +5,650 +74%

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.