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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
Kayne Anderson Rudnick Investment Management
1451
Kayne Anderson Rudnick Investment Management
California
$18.7K +$15K +336 +357%
ME
1452
McIlrath & Eck
Washington
$18.5K
MAS
1453
MPWM Advisory Solutions
Georgia
$17.8K +$18.3K +411 New
MBFW
1454
Morton Brown Family Wealth
Pennsylvania
$17.8K +$134 +3 +0.7%
MAM
1455
Meeder Asset Management
Ohio
$17.6K -$1.16K -26 -6%
FG
1456
Fairman Group
Pennsylvania
$17K -$848 -19 -5%
FWA
1457
FSC Wealth Advisors
New York
$17K -$536 -12 -3%
MMG
1458
Monetary Management Group
Missouri
$16.8K
RWPA
1459
Richard W. Paul & Associates
Michigan
$16.5K +$45 +1 +0.3%
LWA
1460
Lowe Wealth Advisors
Maryland
$16.4K +$15.5K +347 +1,157%
AP
1461
Aspect Partners
Virginia
$16.3K
HNW
1462
High Note Wealth
Minnesota
$16.2K +$16.6K +373 New
MCA
1463
Maryland Capital Advisors
Maryland
$16.1K
PSB
1464
Piscataqua Savings Bank
New Hampshire
$15.6K
RFG
1465
REAP Financial Group
Texas
$15.3K +$803 +18 +5%
HDIM
1466
Hanson & Doremus Investment Management
Vermont
$15K
WB
1467
Webster Bank
Connecticut
$14.8K
VWA
1468
Valued Wealth Advisors
Utah
$14.8K -$446 -10 -3%
JWA
1469
JFS Wealth Advisors
Pennsylvania
$14.1K -$32.8K -736 -69%
OSNBOA
1470
Old Second National Bank of Aurora
Illinois
$14K +$1.03K +23 +8%
AAG
1471
Armstrong Advisory Group
Massachusetts
$13.9K
SC
1472
Solstein Capital
California
$13.5K
CA
1473
Crewe Advisors
Utah
$13.3K -$17K -380 -55%
GXJ
1474
Global X Japan
Japan
$13.1K +$1.12K +25 +9%
CT
1475
Coastline Trust
Rhode Island
$13K

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.