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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
FUBT
1351
First United Bank & Trust
Maryland
$123K
IMC
1352
Investment Management Corporation
Virginia
$122K +$125K +2,803 New
CSPIA
1353
Cary Street Partners Investment Advisory
Virginia
$120K -$3.11M -69,645 -96%
AEPWM
1354
Atlantic Edge Private Wealth Management
Florida
$119K -$5.58K -125 -4%
RTC
1355
Riverview Trust Company
Washington
$118K -$26.9K -603 -18%
EA
1356
Evolution Advisers
Virginia
$114K -$3.52K -79 -0.1%
QC
1357
Quent Capital
New York
$114K +$15.6K +350 +15%
SCM
1358
Silvant Capital Management
Georgia
$112K
BIG
1359
Brooklyn Investment Group
New York
$111K +$5.89K +132 +5%
N
1360
Natixis
France
$109K -$12.3M -275,813 -99%
MEG
1361
Millstone Evans Group
Colorado
$108K +$111K +2,483 New
CCM
1362
Chilton Capital Management
Texas
$106K -$3.62K -81 -3%
CWM
1363
Cranbrook Wealth Management
Michigan
$105K
PG
1364
Proffitt & Goodson
Tennessee
$105K -$7.63K -171 -7%
SS
1365
SBI Securities
Japan
$104K +$107K +2,403 New
PIS
1366
POM Investment Strategies
North Carolina
$104K +$58.1K +1,301 +119%
ETC
1367
Exchange Traded Concepts
Oklahoma
$103K +$16.2K +364 +18%
CIR
1368
Clear Investment Research
Georgia
$102K -$5.4K -121 -5%
APW
1369
Aventura Private Wealth
Florida
$97.7K +$101K +2,253 New
CIAM
1370
Caitong International Asset Management
Hong Kong
$97.6K +$100K +2,250 New
SS
1371
Sunbelt Securities
Texas
$95.7K -$30.1K -674 -23%
CCA
1372
Catalyst Capital Advisors
New York
$94.4K -$75.2K -1,684 -44%
SN
1373
Sittner & Nelson
Oregon
$94.4K
GCM
1374
Gables Capital Management
Florida
$94.2K
GSWM
1375
Golden State Wealth Management
California
$94K +$96.7K +2,167 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.