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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
RMDI
1201
R.M. Davis Inc
Maine
$262K +$46.3K +1,038 +21%
AFW
1202
Avantra Family Wealth
Pennsylvania
$262K +$269K +6,035 New
MSFS
1203
Main Street Financial Solutions
Pennsylvania
$260K -$6.96K -156 -3%
CFO
1204
CVA Family Office
Colorado
$259K +$15.5K +348 +6%
EWM
1205
Evermay Wealth Management
Virginia
$258K
FFC
1206
Frederick Financial Consultants
Maryland
$258K +$266K +5,951 New
CRC
1207
Curi RMB Capital
Illinois
$258K +$89 +2 +0%
SWIG
1208
Strategic Wealth Investment Group
Kentucky
$258K -$2.81K -63 -1%
EAM
1209
Everstar Asset Management
North Carolina
$257K +$264K +5,920 New
LF
1210
Lantz Financial
Illinois
$257K +$8.21K +184 +3%
KFC
1211
Klingenstein Fields & Co
New York
$256K
GAM
1212
Generali Asset Management
Italy
$256K +$263K +5,895 New
RPA
1213
Rock Point Advisors
Vermont
$255K
TFA
1214
Transamerica Financial Advisors
Florida
$254K -$3.57K -80 -1%
FTC
1215
Farmers Trust Company
Ohio
$253K -$24.5K -550 -9%
DOA
1216
D'Orazio & Associates
Virginia
$252K +$1.61K +36 +0.6%
CAL
1217
Capital Analysts LLC
Pennsylvania
$252K +$54.3K +1,216 +26%
AAS
1218
Ameritas Advisory Services
Nebraska
$251K +$259K +5,795 New
LC
1219
Lindbrook Capital
California
$251K +$3.04K +68 +1%
WA
1220
Waddell & Associates
Tennessee
$251K +$1.07K +24 +0.4%
CA
1221
Calton & Associates
Florida
$250K -$179 -4 -0.1%
Capstone Investment Advisors
1222
Capstone Investment Advisors
New York
$250K +$6.65K +149 +3%
BWM
1223
Baron Wealth Management
Michigan
$248K -$268 -6 -0.1%
GVAG
1224
Great Valley Advisor Group
Delaware
$248K -$23.2K -520 -8%
TC
1225
TAGStone Capital
North Carolina
$248K +$255K +5,725 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.