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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
Pictet Asset Management
101
Pictet Asset Management
Switzerland
$38.4M +$4.66M +104,363 +13%
BNP Paribas Asset Management
102
BNP Paribas Asset Management
France
$38.3M +$17.8M +399,571 +83%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$37M +$16.1M +360,227 +73%
Universal-Beteiligungs- und Servicegesellschaft
104
Universal-Beteiligungs- und Servicegesellschaft
Germany
$36.7M +$37.8M +847,136 New
Jones Financial Companies
105
Jones Financial Companies
Missouri
$36.4M +$10.3M +231,288 +38%
SIC
106
Schwartz Investment Counsel
Michigan
$36.4M -$495K -11,100 -1%
CII
107
Capital International Inc
California
$36M +$4.4M +98,508 +13%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$35.7M +$86K +1,927 +0.2%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$35.6M -$941K -21,087 -3%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$35.5M -$4.66M -104,315 -11%
Aviva
111
Aviva
United Kingdom
$35M -$3.19M -71,377 -8%
SO
112
STRS Ohio
Ohio
$34.5M -$900K -20,176 -2%
KCM
113
Kodai Capital Management
Illinois
$34.3M +$35.3M +791,729 New
Swedbank
114
Swedbank
Sweden
$33.1M +$19.5K +437 +0.1%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$33.1M +$7.9K +177 +0%
BIP
116
Brandes Investment Partners
California
$32.5M +$307K +6,871 +0.9%
KCM
117
Kornitzer Capital Management
Kansas
$32M -$665K -14,908 -2%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$31.9M +$15.4M +344,268 +88%
TC
119
TwinBeech Capital
New York
$31.8M -$5.13M -114,892 -14%
Jane Street
120
Jane Street
New York
$31.3M +$29M +650,132 +902%
CGPCS
121
Capital Group Private Client Services
California
$30.8M -$327K -7,321 -1%
APG Asset Management
122
APG Asset Management
Netherlands
$30.7M +$25M +561,184 +328%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$29.2M -$761K -17,059 -2%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$29.1M +$278K +6,224 +0.9%
RP
125
Regal Partners
Australia
$28.9M

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.