We are live on ! Find out more
TFC icon

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
MPIA
1251
Mountain Pacific Investment Advisers
Idaho
$233K
CG
1252
CFO4Life Group
Texas
$233K -$2.14K -48 -0.9%
CIA
1253
Cape Investment Advisory
Georgia
$232K +$1.61K +36 +0.7%
CPIG
1254
Chicago Partners Investment Group
Illinois
$232K +$5.44K +122 +2%
SHFA
1255
SC&H Financial Advisors
Maryland
$231K
BWP
1256
Balboa Wealth Partners
Arizona
$231K +$238K +5,324 New
AAM
1257
Augustine Asset Management
Florida
$231K -$10.9K -244 -4%
TS
1258
TradeWell Securities
Indiana
$230K +$237K +5,311 New
CT
1259
Caldwell Trust
Florida
$230K -$70.4K -1,578 -23%
FFWM
1260
Future Financial Wealth Management
Ohio
$230K
GPW
1261
Genesis Private Wealth
Virginia
$228K +$235K +5,266 New
EW
1262
Element Wealth
Mississippi
$228K +$402 +9 +0.2%
WFI
1263
West Family Investments
California
$228K -$2.05K -46 -0.9%
MMM
1264
Mendel Money Management
Illinois
$227K -$26.8K -600 -10%
PA
1265
PFW Advisors
Georgia
$227K +$233K +5,221 New
MKA
1266
M. Kulyk & Associates
Georgia
$226K -$714 -16 -0.3%
PTC
1267
Philadelphia Trust Company
Pennsylvania
$226K -$46.6K -1,045 -17%
FDS
1268
First Dallas Securities
Texas
$226K +$232K +5,200 New
KFS
1269
Keynote Financial Services
Connecticut
$226K
SSG
1270
Summit Securities Group
New York
$226K -$53.6K -1,200 -19%
MAM
1271
Montchanin Asset Management
Delaware
$225K -$290K -6,500 -56%
CCP
1272
Cassia Capital Partners
North Carolina
$223K -$96.5K -2,162 -30%
LAM
1273
L2 Asset Management
Massachusetts
$223K -$6.34K -142 -3%
NPT
1274
Nixon Peabody Trust
Massachusetts
$223K +$229K +5,137 New
AFW
1275
Atlantic Family Wealth
Florida
$222K +$228K +5,108 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.