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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
AA
1301
AlphaMark Advisors
Kentucky
$209K +$1.07K +24 +0.5%
TFF
1302
The Family Firm
Maryland
$206K +$759 +17 +0.4%
LI
1303
Lafayette Investments
Maryland
$205K -$139K -3,118 -40%
SIS
1304
Sound Income Strategies
Florida
$204K -$2.94K -66 -1%
TFS
1305
Thoroughbred Financial Services
Tennessee
$204K -$13.2K -296 -6%
AW
1306
Alaethes Wealth
Nevada
$204K
CCAM
1307
Cascades Capital Asset Management
North Carolina
$203K +$209K +4,684 New
PMG
1308
ProVise Management Group
Florida
$203K -$2.59K -58 -1%
FA
1309
Faithward Advisors
Pennsylvania
$202K +$208K +4,665 New
GS
1310
GWN Securities
Florida
$202K +$193K +4,314 New
DFG
1311
Delta Financial Group
New Jersey
$202K -$14.3K -320 -6%
MIFH
1312
Migdal Insurance & Financial Holdings
Israel
$202K +$153K +3,435 +284%
AC
1313
ASB Consultores
Florida
$201K -$27.2K -610 -12%
PP
1314
PDS Planning
Ohio
$201K -$42.2K -945 -17%
AIA
1315
Arbor Investment Advisors
North Carolina
$201K -$3.53M -79,069 -94%
HB
1316
HTLF Bank
Colorado
$200K +$206K +4,615 New
HB
1317
Horizon Bancorp
Indiana
$194K -$1.7K -38 -0.8%
NFSG
1318
Newbridge Financial Services Group
Florida
$193K +$176K +3,949 +785%
BG
1319
Bollard Group
Massachusetts
$190K +$2.1K +47 +1%
JSAM
1320
J. Safra Asset Management
New York
$189K +$195K +4,367 New
AAG
1321
Accordant Advisory Group
Maryland
$186K -$10K -225 -5%
LI
1322
LRI Investments
Florida
$181K -$36.9K -827 -17%
CH
1323
Cromwell Holdings
Wyoming
$178K
MME
1324
Meag Munich Ergo
Germany
$176K
WSC
1325
Wellington Shields & Co
New York
$174K

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.