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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
CFP
1151
Catalyst Financial Partners
Massachusetts
$297K +$1.29K +29 +0.4%
FWM
1152
Fonville Wealth Management
Virginia
$297K -$39K -873 -11%
KFGK
1153
Keystone Financial Group (Kentucky)
Kentucky
$296K +$982 +22 +0.3%
SC
1154
Sapient Capital
Indiana
$294K
GL
1155
Graypoint LLC
New York
$293K +$24.5K +550 +9%
MFP
1156
Meridian Financial Partners
Virginia
$292K +$8.43K +189 +3%
NP
1157
Nilsine Partners
Colorado
$291K +$59.1K +1,325 +25%
HWA
1158
Heartwood Wealth Advisors
Virginia
$291K
CM
1159
Cornerstone Management
Georgia
$290K +$33K +740 +12%
CIM
1160
Cambria Investment Management
California
$290K +$298K +6,678 New
ECM
1161
Eisler Capital Management
United Kingdom
$289K +$298K +6,671 New
WWMSC
1162
Wagner Wealth Management (South Carolina)
South Carolina
$289K -$2.01K -45 -0.7%
AWAG
1163
ARS Wealth Advisors Group
Florida
$288K +$14.4K +322 +5%
CAM
1164
Councilmark Asset Management
Tennessee
$288K
HL
1165
HeadInvest LLC
Maine
$288K -$117K -2,622 -28%
1W
1166
1776 Wealth
Georgia
$286K -$174K -3,900 -37%
SAM
1167
Secure Asset Management
Michigan
$285K -$7.72K -173 -3%
PIP
1168
Peachtree Investment Partners
Florida
$284K -$7.81K -175 -3%
GA
1169
Geller Advisors
New York
$284K +$6.96K +156 +2%
QWP
1170
Quotient Wealth Partners
Texas
$283K -$9.95K -223 -3%
CH
1171
Canton Hathaway
Rhode Island
$283K
FLI
1172
Family Legacy Inc
South Carolina
$283K
TFO
1173
Timonier Family Office
North Carolina
$282K +$290K +6,492 New
KA
1174
Kovack Advisors
Florida
$281K -$14.6K -327 -5%
WA
1175
WBH Advisory
Maryland
$277K -$32.5K -729 -10%

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.