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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
AAP
1126
Arax Advisory Partners
Colorado
$319K +$170K +3,801 +107%
CI Investments Inc
1127
CI Investments Inc
Ontario, Canada
$319K +$81.3K +1,822 +33%
BHPW
1128
Beverly Hills Private Wealth
California
$318K -$10.2K -229 -3%
LI
1129
LifeWealth Investments
Florida
$318K +$327K +7,323 New
HCP
1130
Hexagon Capital Partners
Arkansas
$317K -$446 -10 -0.1%
TI
1131
tru Independence
Oregon
$317K +$2.05K +46 +0.6%
AWMM
1132
Aegis Wealth Management (Maryland)
Maryland
$316K +$325K +7,277 New
BPW
1133
Bingham Private Wealth
California
$315K +$324K +7,267 New
DWP
1134
Daymark Wealth Partners
Ohio
$314K +$13.6K +305 +4%
NAMP
1135
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$312K
AWP
1136
Ascent Wealth Partners
New York
$309K -$14.2K -319 -4%
PCMC
1137
Paragon Capital Management (Colorado)
Colorado
$309K -$3.93K -88 -1%
SAMT
1138
Select Asset Management & Trust
Pennsylvania
$308K
AWM
1139
Aprio Wealth Management
Georgia
$307K +$13.4K +300 +4%
BSTWA
1140
Blake Schutter Theil Wealth Advisors
Ohio
$305K +$1.12K +25 +0.4%
HFM
1141
Harvest Fund Management
China
$304K +$313K +7,015 New
GIP
1142
Greatmark Investment Partners
Georgia
$304K +$59.1K +1,324 +23%
IUHSA
1143
Itau Unibanco Holding S.A.
Brazil
$304K +$312K +7,000 New
PIWA
1144
Prevail Innovative Wealth Advisors
Kansas
$304K +$312K +6,998 New
CF
1145
Convergence Financial
Missouri
$302K -$14.3K -321 -4%
BFO
1146
Biltmore Family Office
North Carolina
$301K
Empower Advisory Group
1147
Empower Advisory Group
Colorado
$301K +$48.8K +1,093 +19%
AWM
1148
Accurate Wealth Management
Florida
$299K -$52.3K -1,171 -14%
CCT
1149
Capital City Trust
Florida
$297K
SWM
1150
Sugarloaf Wealth Management
Georgia
$297K +$57.9K +1,298 +23%

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.