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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
Simplex Trading
1576
Simplex Trading
Illinois
-$3.84M -86,033 Closed
QC
1577
Quadrature Capital
United Kingdom
-$3.06M -71,653 Closed
IIC
1578
Integrated Investment Consultants
Michigan
-$79.1K -59,531 Closed
Tudor Investment Corp
1579
Tudor Investment Corp
Connecticut
-$2.43M -54,404 Closed
FTDI
1580
First Trust Direct Indexing
Massachusetts
-$2.21M -51,627 Closed
IGAM
1581
iA Global Asset Management
Quebec, Canada
-$2.06M -48,197 Closed
PIM
1582
Penobscot Investment Management
Massachusetts
-$884K -40,850 Closed
BOSSRA
1583
B.O.S.S. Retirement Advisors
Utah
-$1.72M -40,135 Closed
FFO
1584
Fiduciary Family Office
Florida
-$1.67M -39,027 Closed
QCM
1585
Qsemble Capital Management
New York
-$1.21M -28,254 Closed
SEC
1586
Seven Eight Capital
New York
-$1.2M -28,042 Closed
GAM
1587
Groupama Asset Management
France
-$894K -26,044 Closed
EP
1588
Edgestream Partners
New Jersey
-$962K -22,481 Closed
DEA
1589
DoubleLine ETF Adviser
Florida
-$912K -21,324 Closed
ACGA
1590
Atlanta Consulting Group Advisors
Georgia
-$844K -19,727 Closed
AIM
1591
Aigen Investment Management
New York
-$833K -19,473 Closed
CCP
1592
Cunning Capital Partners
North Carolina
-$748K -17,500 Closed
SWA
1593
Stratos Wealth Advisors
Ohio
-$689K -16,120 Closed
BW
1594
Bison Wealth
Georgia
-$585K -13,667 Closed
PHK
1595
Point72 Hong Kong
Hong Kong
-$511K -11,959 Closed
DFCM
1596
Dark Forest Capital Management
Puerto Rico
-$473K -11,066 Closed
BFS
1597
Bard Financial Services
Connecticut
-$470K -11,000 Closed
OTL
1598
Oak Thistle LLC
New York
-$466K -10,904 Closed
TPW
1599
Transatlantique Private Wealth
New York
-$448K -10,483 Closed
GGS
1600
Galvin Gaustad & Stein
Arizona
-$427K -9,995 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.