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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
TW
1226
Traveka Wealth
California
$247K -$536 -12 -0.2%
ATPW
1227
Ashton Thomas Private Wealth
Arizona
$247K +$254K +5,697 New
CP
1228
Castleview Partners
Texas
$245K +$23.7K +531 +10%
RWM
1229
Ritholtz Wealth Management
New York
$244K +$251K +5,628 New
TPI
1230
Trust Point Inc
Wisconsin
$244K +$2.1K +47 +0.8%
STA
1231
Smith Thornton Advisors
Alabama
$243K -$7.72K -173 -3%
SHWM
1232
Smith & Howard Wealth Management
Georgia
$242K -$398K -8,911 -62%
SAG
1233
SageView Advisory Group
California
$240K +$247K +5,528 New
FCA
1234
Fortis Capital Advisors
Kansas
$239K -$443K -9,935 -65%
SAW
1235
Signal Advisors Wealth
Michigan
$239K +$246K +5,507 New
HNWAG
1236
High Net Worth Advisory Group
Florida
$238K
CTC
1237
Central Trust Company
Missouri
$238K -$8.3K -186 -3%
LWA
1238
Lantern Wealth Advisors
New York
$237K +$18.4K +412 +8%
MG
1239
Mather Group
Illinois
$237K +$2.05K +46 +0.8%
MWA
1240
Muirfield Wealth Advisors
North Carolina
$237K +$2.63K +59 +1%
SQA
1241
Simon Quick Advisors
New Jersey
$237K +$31.1K +697 +15%
AA
1242
Advisory Alpha
Michigan
$237K -$5.13K -115 -2%
FWCM
1243
Ferguson Wellman Capital Management
Oregon
$237K +$13.1K +294 +6%
UFF
1244
USA Financial Formulas
Michigan
$236K -$4.02K -90 -2%
TW
1245
TritonPoint Wealth
Maryland
$236K -$96.9K -2,171 -29%
CHP
1246
Cable Hill Partners
Oregon
$236K -$37K -829 -13%
CWMS
1247
Cannon Wealth Management Services
North Carolina
$235K -$27.2K -610 -11%
TF
1248
Tompkins Financial
New York
$235K +$100K +2,241 +71%
AF
1249
Apexium Financial
Texas
$234K +$20.5K +460 +9%
NLP
1250
Next Level Private
New York
$234K +$2.54K +57 +1%

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.