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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
CCM
1076
Chiron Capital Management
Florida
$369K -$17.9K -402 -5%
USCWA
1077
U.S. Capital Wealth Advisors
Texas
$368K +$78K +1,747 +26%
FNFDCM
1078
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K +$31.2K +700 +9%
MIA
1079
MainStreet Investment Advisors
Illinois
$368K -$17.6K -395 -4%
ES
1080
Eagle Strategies
New York
$367K -$2.14K -48 -0.6%
CRI
1081
Colonial River Investments
Virginia
$366K -$2.41K -54 -0.6%
Fisher Asset Management
1082
Fisher Asset Management
Washington
$366K +$19.5K +436 +5%
LIA
1083
LBMC Investment Advisors
Tennessee
$365K +$14.1K +317 +4%
WBC
1084
Westpac Banking Corp
Australia
$364K
NL
1085
NWAM LLC
Washington
$364K +$11.7K +263 +3%
TT
1086
TI-Trust
Illinois
$361K
CWS
1087
Cypress Wealth Services
California
$361K -$4.2K -94 -1%
CI
1088
CX Institutional
Indiana
$360K -$19.1K -428 -5%
CIM
1089
CIM Investment Management
Pennsylvania
$357K +$1.38K +31 +0.4%
DWT
1090
Dorsey & Whitney Trust
South Dakota
$357K -$191K -4,275 -34%
IA
1091
IFP Advisors
Florida
$357K +$54K +1,211 +17%
CAAM
1092
Cornerstone Advisors Asset Management
Pennsylvania
$356K
FGWP
1093
Founders Grove Wealth Partners
Virginia
$356K +$366K +8,198 New
APG
1094
Abacus Planning Group
South Carolina
$354K
NHT
1095
New Hampshire Trust
New Hampshire
$353K +$6.51K +146 +2%
IFWM
1096
Institute for Wealth Management
Colorado
$353K
BA
1097
Ballew Advisors
Mississippi
$352K -$47.3K -1,059 -11%
SCM
1098
Sterling Capital Management
North Carolina
$350K -$89.8K -2,013 -20%
FAM
1099
Formidable Asset Management
Ohio
$350K
TWPM
1100
Total Wealth Planning & Management
Florida
$349K +$359K +8,036 New

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.