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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
WHG
951
Westwood Holdings Group
Texas
$542K -$59.6K -1,335 -10%
MMPW
952
Mitchell McLeod Pugh & Williams
Alabama
$533K -$37.8K -846 -6%
TYCC
953
Texas Yale Capital Corp
Florida
$531K
WCA
954
Westover Capital Advisors
Delaware
$530K
WPC
955
Wedmont Private Capital
Pennsylvania
$528K +$88.3K +1,978 +19%
PFA
956
Pathway Financial Advisors
Vermont
$526K +$11.6K +260 +2%
GLA
957
Good Life Advisors
Pennsylvania
$521K -$33.1K -741 -6%
WCM
958
Washington Capital Management
Washington
$521K
FL
959
Fourthstone LLC
Missouri
$521K +$536K +12,000 New
XSC
960
X-Square Capital
Puerto Rico
$519K -$41.5K -931 -7%
CWA
961
Centennial Wealth Advisory
Michigan
$519K +$46.4K +1,040 +10%
VDI
962
Vaughan David Investments
Illinois
$518K -$37.5K -840 -7%
QPWM
963
Quadrant Private Wealth Management
Pennsylvania
$515K -$45.4K -1,018 -8%
HIMC
964
Heritage Investors Management Corp
Maryland
$511K +$35.7K +800 +7%
ACP
965
Aviance Capital Partners
Florida
$506K +$138K +3,093 +36%
SWM
966
Sculati Wealth Management
Michigan
$506K
WIS
967
Wright Investors Service
Connecticut
$505K -$1.09M -24,425 -68%
3IP
968
3Chopt Investment Partners
Virginia
$505K +$519K +11,633 New
IB
969
Intrust Bank
Kansas
$501K -$26.7K -599 -5%
HBW
970
Hazlett, Burt & Watson
West Virginia
$500K
KA
971
Klingman & Associates
New York
$499K -$1.74K -39 -0.3%
WS
972
Wedbush Securities
California
$498K +$512K +11,475 New
EH
973
Equitable Holdings
New York
$496K -$14K -313 -3%
AWA
974
Adapt Wealth Advisors
Georgia
$496K +$151K +3,385 +42%
MGIA
975
Moneta Group Investment Advisors
Missouri
$495K -$246K -5,512 -33%

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.