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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
C
1376
Covestor
United Kingdom
$94K +$1.07K +24 +1%
AG
1377
AmeriFlex Group
Nevada
$90.7K +$85K +1,905 New
PB
1378
Pinnacle Bancorp
Nebraska
$89.3K -$2.9K -65 -3%
FCAS
1379
First Command Advisory Services
Texas
$88K
ST
1380
Smithfield Trust
Pennsylvania
$86K
SPF
1381
South Plains Financial
Texas
$85.7K +$88.1K +1,975 New
CAL
1382
Capital Advisors Ltd
Ohio
$85K
CT
1383
Clearstead Trust
Maine
$80.1K
LFG
1384
Larson Financial Group
Missouri
$79.9K +$16K +358 +24%
BFS
1385
Bare Financial Services
Pennsylvania
$78.6K -$26.3K -590 -25%
RFS
1386
Richardson Financial Services
Massachusetts
$73.5K +$75.6K +1,695 New
OIA
1387
Optimum Investment Advisors
Illinois
$72.5K
MSG
1388
Main Street Group
Virginia
$71.9K +$312 +7 +0.4%
CA
1389
CoreCap Advisors
Michigan
$71.8K +$32.8K +735 +80%
LSA
1390
Leonteq Securities AG
Switzerland
$70.2K -$57.1K -1,280 -44%
SC
1391
Stephens Consulting
Michigan
$67.5K
Q1WB
1392
Quest 10 Wealth Builders
Virginia
$62.6K +$64.4K +1,443 New
USB
1393
Union Savings Bank
Connecticut
$62K +$32.3K +724 +103%
MFC
1394
Mechanics Financial Corp
Ohio
$59.6K -$5.36K -120 -8%
GKIM
1395
GW&K Investment Management
Massachusetts
$59K +$536 +12 +0.9%
PWA
1396
Physician Wealth Advisors
Utah
$58.9K +$60.6K +1,358 New
VCM
1397
Versant Capital Management
Arizona
$57K +$21.1K +472 +56%
IRAG
1398
Investment Research & Advisory Group
Georgia
$56.9K +$580 +13 +1%
TH
1399
TCTC Holdings
Texas
$56.8K +$12.8K +287 +28%
PS
1400
Pinney & Scofield
Massachusetts
$56.8K +$58.5K +1,310 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.