We are live on ! Find out more
TFC icon

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
AL
1051
Aspiriant LLC
California
$397K +$491 +11 +0.1%
EHC
1052
Everett Harris & Co
California
$396K
LSAG
1053
Lake Street Advisors Group
New Hampshire
$396K +$937 +21 +0.2%
KMWM
1054
Keudell/Morrison Wealth Management
Oregon
$395K -$56.7K -1,270 -12%
CA
1055
Continuum Advisory
Idaho
$394K +$43.7K +980 +12%
AT
1056
Arlington Trust
Alabama
$394K
CWC
1057
Carolinas Wealth Consulting
North Carolina
$393K -$72.6K -1,626 -15%
IC
1058
Iconiq Capital
California
$393K +$404K +9,051 New
CB
1059
CNB Bank
Pennsylvania
$392K -$88.1K -1,974 -18%
HKIM
1060
Hayek Kallen Investment Management
Alabama
$392K
FPL
1061
Fortress Private Ledger
North Carolina
$391K +$402K +9,013 New
CCMG
1062
Clark Capital Management Group
Pennsylvania
$390K +$23.6K +529 +6%
WTC
1063
WhitTier Trust Company
Nevada
$388K -$14.4K -323 -3%
HWA
1064
HHM Wealth Advisors
Tennessee
$387K +$4.24K +95 +1%
DS
1065
DRW Securities
Illinois
$387K -$5.06M -113,395 -93%
HCM
1066
Howard Capital Management
Georgia
$382K +$20.3K +454 +5%
MCC
1067
Malaga Cove Capital
California
$382K -$4.91K -110 -1%
QC
1068
Quantessence Capital
New York
$380K +$391K +8,766 New
IPWA
1069
International Private Wealth Advisors
California
$380K +$6.87K +154 +2%
EI
1070
Ellevest Inc
New York
$379K -$54.7K -1,225 -12%
HR
1071
Hardy Reed
Mississippi
$379K +$133K +2,980 +52%
CCA
1072
Cobblestone Capital Advisors
New York
$379K -$237K -5,310 -38%
SWM
1073
Selective Wealth Management
Virginia
$375K
DAS
1074
Diversify Advisory Services
Utah
$374K +$390K +8,749 New
PWMAG
1075
Pinnacle Wealth Management Advisory Group
New Jersey
$369K -$6.38K -143 -2%

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.