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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
LP
1426
LMR Partners
United Kingdom
$35.2K +$35.3K +792 +3,960%
S
1427
Sachetta
Massachusetts
$34.9K -$669 -15 -2%
EC
1428
Elequin Capital
New York
$34.7K -$44.6K -1,000 -56%
FFO
1429
Fortitude Family Office
Arizona
$33.4K -$3.93K -88 -10%
BC
1430
Bayforest Capital
United Kingdom
$32.1K +$33.1K +741 New
APW
1431
Atlantic Private Wealth
North Carolina
$31K
WAS
1432
Winch Advisory Services
Wisconsin
$29.5K -$26.5K -593 -47%
FP
1433
Financial Perspectives
Minnesota
$27.6K +$5.85K +131 +26%
VWM
1434
Valley Wealth Managers
New Jersey
$26K
HFS
1435
Hopwood Financial Services
Virginia
$26K +$26.8K +600 New
FMTCOCP
1436
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
NWM
1437
Navigoe Wealth Management
California
$26K +$26.8K +600 New
PWMG
1438
Prestige Wealth Management Group
New Jersey
$25.1K
SC
1439
Swan Capital
Florida
$24.7K
PFSC
1440
Peoples Financial Services Corp
Pennsylvania
$24.6K
BSB
1441
Bangor Savings Bank
Maine
$24.6K +$12.1K +272 +93%
SO
1442
Sierra Ocean
California
$23.8K +$24.4K +547 New
MHR
1443
Matthew Hamilton Rosenberg
$23.3K
AWM
1444
AllSquare Wealth Management
New York
$22.3K
RAM
1445
Ramirez Asset Management
New York
$21.7K
AFM
1446
Aspetuck Financial Management
Connecticut
$21.7K +$22.3K +500 New
VWWMG
1447
Vermillion & White Wealth Management Group
Pennsylvania
$21.6K
JFGIW
1448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.9K +$4.73K +106 +34%
GFPC
1449
Global Financial Private Client
Florida
$18.9K +$1.07K +24 +6%
CWM
1450
Centricity Wealth Management
Ohio
$18.7K +$19.2K +431 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.