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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
SWC
1551
Spectrum Wealth Counsel
Indiana
$2.61K
FFA
1552
Frazier Financial Advisors
Ohio
$2.56K
CAWM
1553
Capital A Wealth Management
Pennsylvania
$1.52K +$1.56K +35 New
NS
1554
NBC Securities
Alabama
$1.47K -$1.74M -39,002 -100%
PWA
1555
Principia Wealth Advisory
Texas
$1.22K +$1.25K +28 New
WW
1556
Winnow Wealth
Texas
$1.17K +$1.21K +27 New
CAM
1557
Creekmur Asset Management
Illinois
$1.13K
TCM
1558
TD Capital Management
Tennessee
$1.13K +$1.16K +26 New
WA
1559
WestEnd Advisors
North Carolina
$564 +$134 +3 +30%
PWM
1560
Parkworth Wealth Management
California
$564 +$580 +13 New
CTB
1561
Country Trust Bank
Illinois
$521
DFA
1562
DHJJ Financial Advisors
Illinois
$434
SMAM
1563
Sugar Maple Asset Management
Wisconsin
$434 +$446 +10 New
WCM
1564
WealthTrak Capital Management
Virginia
$434 +$446 +10 New
CAM
1565
Chesapeake Asset Management
New York
$433 +$223 +5 +100%
WBC
1566
West Branch Capital
Massachusetts
$304
KBFS
1567
Kohmann Bosshard Financial Services
Ohio
$304 +$312 +7 New
YDMI
1568
Y.D. More Investments
Israel
$196 +$36.5K +819 +99%
SPS
1569
Susquehanna Portfolio Strategies
Pennsylvania
-$39.5M -922,747 Closed
1832 Asset Management
1570
1832 Asset Management
Ontario, Canada
-$10.8M -252,385 Closed
PI
1571
PineBridge Investments
New York
-$10.7M -250,275 Closed
WG
1572
Winton Group
United Kingdom
-$5.8M -135,585 Closed
LIP
1573
Lighthouse Investment Partners
Florida
-$4.84M -113,250 Closed
FGP
1574
Foyston, Gordon, & Payne
Ontario, Canada
-$4.75M -111,030 Closed
WorldQuant Millennium Advisors
1575
WorldQuant Millennium Advisors
New York
-$4.06M -94,911 Closed

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.