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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
PWM
976
Perigon Wealth Management
California
$487K +$74.1K +1,661 +18%
LS
977
Livforsakringsbolaget Skandia
Sweden
$484K
AGWCA
978
Annis Gardner Whiting Capital Advisors
Florida
$483K -$2.68K -60 -0.5%
WC
979
Waterloo Capital
Texas
$482K -$45K -1,009 -8%
SH
980
SLT Holdings
Arizona
$482K +$496K +11,114 New
CAM
981
Cidel Asset Management
Ontario, Canada
$482K -$16.1K -360 -3%
SFS
982
Sowell Financial Services
Arkansas
$482K -$16K -359 -3%
LIM
983
Longfellow Investment Management
Massachusetts
$481K -$31.7K -711 -6%
BWP
984
BSW Wealth Partners
Colorado
$479K +$30.4K +682 +7%
FHB
985
First Hawaiian Bank
Hawaii
$479K -$970K -21,736 -66%
PA
986
Parallel Advisors
California
$477K -$1.7K -38 -0.3%
FSA
987
Franklin Street Advisors
North Carolina
$475K +$53.6K +1,200 +12%
RF
988
Roxbury Financial
New Jersey
$475K +$444K +9,958 New
CIC
989
Crawford Investment Counsel
Georgia
$473K -$7.72K -173 -2%
CCWM
990
Cassaday & Co Wealth Management
Virginia
$473K -$117K -2,627 -19%
PL
991
Perpetual Ltd
Australia
$471K
YIH
992
Y-Intercept (HK)
Hong Kong
$470K -$1.46M -32,651 -75%
A
993
AlphaQuest
New York
$470K +$271K +6,070 +128%
AWAP
994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$469K +$1.21K +27 +0.3%
FMP
995
Financial Management Professionals
Texas
$464K +$54K +1,211 +13%
BBA
996
BLB&B Advisors
Pennsylvania
$461K +$491 +11 +0.1%
VA
997
Valmark Advisers
Ohio
$459K +$580 +13 +0.1%
SMA
998
Sage Mountain Advisors
Georgia
$459K +$21.1K +473 +5%
VP
999
Verum Partners
North Carolina
$458K +$1.74K +39 +0.4%
PHWM
1000
Pine Harbor Wealth Management
Maryland
$456K -$12K -270 -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.