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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
CAC
1526
Core Alternative Capital
Georgia
$4.51K
GWSG
1527
GPS Wealth Strategies Group
Colorado
$4.34K -$1.21K -27 -21%
MRP
1528
Measured Risk Portfolios
California
$4.34K +$4.46K +100 New
PA
1529
Pineridge Advisors
Missouri
$4.34K +$4.46K +100 New
VFM
1530
Vision Financial Markets
Connecticut
$4.34K +$4.46K +100 New
NL
1531
NVWM LLC
Pennsylvania
$4.09K -$45 -1 -1%
DWM
1532
Darwin Wealth Management
Florida
$4.08K
MFA
1533
McClarren Financial Advisors
Pennsylvania
$4K -$5.04K -113 -52%
CMP
1534
Coston McIsaac & Partners
Maine
$4K
DIP
1535
DT Investment Partners
Pennsylvania
$3.82K
PPWM
1536
PFG Private Wealth Management
Florida
$3.82K -$580 -13 -13%
RL
1537
Rogco LP
Oklahoma
$3.73K
CWP
1538
Clark Wealth Partners
Illinois
$3.64K +$3.75K +84 New
ORAM
1539
One River Asset Management
Connecticut
$3.6K +$3.7K +83 New
CF
1540
Conquis Financial
California
$3.56K +$3.66K +82 New
CTWM
1541
Cherry Tree Wealth Management
Minnesota
$3.38K
TCA
1542
Trifecta Capital Advisors
Illinois
$3.3K
TFM
1543
TFC Financial Management
Massachusetts
$3.04K
DPW
1544
DiNuzzo Private Wealth
Pennsylvania
$2.99K +$89 +2 +3%
LIS
1545
Legacy Investment Solutions
Idaho
$2.81K
LWMI
1546
Legacy Wealth Management (Idaho)
Idaho
$2.81K
LFA
1547
Legend Financial Advisors
Pennsylvania
$2.78K +$2.86K +64 New
RAM
1548
Riggs Asset Management
Pennsylvania
$2.75K +$45 +1 +2%
FWM
1549
FSA Wealth Management
Massachusetts
$2.69K
FLP
1550
Financial Life Planners
Arizona
$2.65K +$2.72K +61 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.