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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
OW
1476
Olistico Wealth
Oklahoma
$13K
TCG
1477
Transcendent Capital Group
Oklahoma
$13K
TC
1478
Truvestments Capital
Florida
$13K +$13.4K +300 New
AFG
1479
Albion Financial Group
Utah
$12.2K +$12.5K +281 New
SC
1480
Steph & Co
Wisconsin
$12.1K -$5.89K -132 -32%
BOJHT
1481
Bank of Jackson Hole Trust
Wyoming
$11.7K +$12K +270 New
SIC
1482
SJS Investment Consulting
Ohio
$11.6K -$8.39K -188 -41%
MSWM
1483
Mowery & Schoenfeld Wealth Management
Illinois
$11K +$11.3K +254 New
WWP
1484
WR Wealth Planners
Missouri
$10.9K -$223 -5 -2%
BFPW
1485
BOK Financial Private Wealth
Colorado
$10.8K +$7.01K +157 +169%
T
1486
Transce3nd
Texas
$10.7K +$11K +246 New
PMFA
1487
Plante Moran Financial Advisors
Michigan
$9.93K -$982 -22 -9%
HWP
1488
Highline Wealth Partners
California
$9.8K +$3.26K +73 +48%
AP
1489
Atwood & Palmer
Missouri
$9.76K
IHWM
1490
Iron Horse Wealth Management
Iowa
$9.63K
DF
1491
Dunhill Financial
United Kingdom
$9.47K +$3.7K +83 +61%
SNB
1492
Security National Bank
Nebraska
$9.33K
OCM
1493
Orion Capital Management
California
$9.33K +$9.6K +215 New
BIA
1494
Bell Investment Advisors
California
$9.24K -$5.53K -124 -37%
BHWM
1495
Beaird Harris Wealth Management
Texas
$8.81K
B
1496
Birchbrook
Maine
$8.68K +$8.93K +200 New
WWM
1497
Wolff Wiese Magana
California
$8.46K +$6.92K +155 +388%
PPA
1498
Painted Porch Advisors
California
$8.42K +$8.66K +194 New
PA
1499
PSI Advisors
Florida
$8.15K
OA
1500
Operose Advisors
Wisconsin
$8.03K -$44.4K -995 -84%

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.