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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
JSW
1276
Journey Strategic Wealth
New Jersey
$221K +$228K +5,105 New
SJL
1277
Shayne & Jacobs LLC
Tennessee
$221K
SPC
1278
Spirepoint Private Client
Florida
$220K
RBC
1279
Romano Brothers & Co
Illinois
$220K -$37.9K -850 -14%
CC
1280
Chicago Capital
Illinois
$220K +$226K +5,068 New
YCG
1281
Yeomans Consulting Group
Georgia
$220K -$1.07K -24 -0.5%
WEG
1282
World Equity Group
Illinois
$219K +$225K +5,050 New
LWM
1283
LongView Wealth Management
Georgia
$216K
SFG
1284
SevenBridge Financial Group
Pennsylvania
$216K
TCWM
1285
Total Clarity Wealth Management
Illinois
$215K -$27.5K -616 -11%
APWM
1286
Anchor Pointe Wealth Management
Missouri
$215K +$221K +4,960 New
ILI
1287
Invesco LLC (Illinois)
Illinois
$214K -$29K -649 -12%
VWA
1288
VSM Wealth Advisory
Maryland
$214K +$220K +4,930 New
TA
1289
TrueWealth Advisors
Alabama
$213K +$2.37K +53 +1%
WWM
1290
Western Wealth Management
Colorado
$213K -$8.39K -188 -4%
LA
1291
LexAurum Advisors
Kansas
$213K -$97.8K -2,192 -31%
HTIM
1292
Harbour Trust & Investment Management
Indiana
$213K -$13.3K -298 -6%
AFP
1293
Ausdal Financial Partners
Iowa
$212K +$218K +4,888 New
NG
1294
Norden Group
Utah
$212K +$218K +4,876 New
ACA
1295
American Capital Advisory
Idaho
$212K
HFRG
1296
Houlihan Financial Resource Group
Virginia
$211K
EB
1297
Eastern Bank
Massachusetts
$211K +$17K +381 +9%
FCP
1298
Fidelis Capital Partners
Florida
$210K +$200K +4,479 New
FAT
1299
First American Trust
California
$210K -$26.4K -592 -11%
AFGAS
1300
Allegiance Financial Group Advisory Services
Virginia
$209K +$3.7K +83 +2%

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.