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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
SACTSONJ
926
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$569K
VAS
927
Vestmark Advisory Solutions
Massachusetts
$569K +$353K +7,918 +152%
PCG
928
Prosperity Consulting Group
Maryland
$565K +$349K +7,814 +150%
WAAG
929
Wealth Alliance Advisory Group
Kansas
$564K
CCA
930
Checchi Capital Advisers
California
$564K +$18.9K +424 +3%
AT
931
Avalon Trust
New Mexico
$564K
NP
932
NorthRock Partners
Minnesota
$562K +$5K +112 +0.9%
MW
933
Marcum Wealth
Ohio
$562K +$6.69K +150 +1%
CIC
934
Chilton Investment Company
Connecticut
$562K
AIP
935
Ameritas Investment Partners
Nebraska
$561K -$28.1K -629 -5%
RWM
936
RKL Wealth Management
Pennsylvania
$560K +$199K +4,456 +53%
VT
937
Vise Technologies
New York
$559K +$136K +3,050 +31%
BAM
938
Belpointe Asset Management
Nevada
$557K -$447K -10,009 -44%
ST
939
Sabal Trust
Florida
$557K +$573K +12,833 New
EWA
940
Exencial Wealth Advisors
Oklahoma
$555K +$33.8K +757 +6%
PIM
941
Plato Investment Management
Australia
$554K
RA
942
Ransom Advisory
Rhode Island
$552K
CCT
943
Chemung Canal Trust
New York
$551K -$30.9K -692 -5%
HNB
944
Hilltop National Bank
Wyoming
$549K -$49.4K -1,106 -8%
EWM
945
Evercore Wealth Management
New York
$547K
UCI
946
Uncommon Cents Investing
Wisconsin
$544K
AMIM
947
Aull & Monroe Investment Management
Alabama
$544K -$44.6K -1,000 -7%
FWP
948
Forefront Wealth Partners
Texas
$544K +$559K +12,535 New
KP
949
Keel Point
Alabama
$543K +$18.3K +409 +3%
NB
950
NBT Bank
New York
$543K +$16.3K +366 +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.