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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
FIA
1401
FNY Investment Advisers
New York
$56K +$22.3K +500 +63%
BLC
1402
Brown, Lisle/Cummings
Rhode Island
$55.4K +$56.9K +1,276 New
TC
1403
Trust Company
Kansas
$53.5K
TWD
1404
True Wealth Design
Ohio
$53.4K +$1.43K +32 +3%
PWMG
1405
Private Wealth Management Group
New Jersey
$53.2K -$268 -6 -0.5%
BFS
1406
Burkett Financial Services
South Carolina
$52.5K +$580 +13 +1%
EFG
1407
Ethos Financial Group
Pennsylvania
$52.4K +$53.9K +1,208 New
CSB
1408
City State Bank
Iowa
$50.7K +$32K +716 +158%
BCMLT
1409
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.6K +$402 +9 +0.8%
WTA
1410
Washington Trust Advisors
Massachusetts
$47.5K
PAM
1411
Paradigm Asset Management
New York
$47K -$1.6M -35,800 -97%
TFIPS
1412
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.7K
POIA
1413
Pin Oak Investment Advisors
Texas
$46K
WPA
1414
West Paces Advisors
Georgia
$45.9K -$803 -18 -2%
AWM
1415
Abound Wealth Management
Tennessee
$45.1K +$5K +112 +12%
CW
1416
Curio Wealth
Maryland
$45K +$46.3K +1,037 New
CAS
1417
Coppell Advisory Solutions
Texas
$43.2K -$6.61K -148 -13%
WCM
1418
Winthrop Capital Management
Indiana
$40K
CCA
1419
Criterion Capital Advisors
Tennessee
$39.8K
KWAG
1420
Kiely Wealth Advisory Group
North Carolina
$37.9K
MTIC
1421
Missouri Trust & Investment Company
Missouri
$37K
HWM
1422
Horizons Wealth Management
North Carolina
$37K
RA
1423
Rise Advisors
New York
$37K +$402 +9 +1%
EDRH
1424
Edmond de Rothschild Holding
Switzerland
$36.3K
HWM
1425
Hemington Wealth Management
Virginia
$36K +$5.62K +126 +17%

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.