We are live on ! Find out more
TFC icon

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
AW
1501
Avion Wealth
Texas
$8K +$536 +12 +7%
CIAS
1502
CBIZ Investment Advisory Services
Ohio
$7.7K -$402 -9 -5%
ITIM
1503
Indiana Trust & Investment Management
Indiana
$7.68K +$3.44K +77 +77%
KFI
1504
Key Financial Inc
Pennsylvania
$7.55K
HCM
1505
Hollencrest Capital Management
California
$7.29K
GEA
1506
Glen Eagle Advisors
New Jersey
$7.16K -$4.64K -104 -39%
WA
1507
WPG Advisers
Maryland
$7.03K +$7.23K +162 New
CB
1508
Centennial Bank
Arkansas
$6.98K
ACM
1509
Anfield Capital Management
California
$6.72K
OP
1510
ORG Partners
Indiana
$6.68K
SAM
1511
Synergy Asset Management
Washington
$6.59K +$6.87K +154 New
FGA
1512
Fortis Group Advisors
New Jersey
$6.51K
DSC
1513
Duncker Streett & Co
Missouri
$6.51K +$6.69K +150 New
M
1514
MOTCO
Texas
$6.46K -$3.3K -74 -33%
SIS
1515
Strategic Investment Solutions
Illinois
$6.04K +$45 +1 +0.7%
PSFG
1516
Park Square Financial Group
Georgia
$5.9K +$6.07K +136 New
HIA
1517
Harbor Investment Advisory
Maryland
$5.68K -$25.2K -565 -81%
AA
1518
Ancora Advisors
Ohio
$5.6K +$2.72K +61 +90%
CPG
1519
Cornerstone Planning Group
New Jersey
$5.47K +$312 +7 +6%
SC
1520
Stance Capital
Massachusetts
$5.42K +$5.58K +125 New
FFC
1521
First Financial Corp
Indiana
$5.21K
MFG
1522
Menard Financial Group
Texas
$5.16K -$812K -18,193 -99%
HFS
1523
Hantz Financial Services
Michigan
$5K -$580 -13 -10%
SIA
1524
Sit Investment Associates
Minnesota
$5K
CWM
1525
Crowley Wealth Management
Delaware
$4.6K +$4.73K +106 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.