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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
BAM
1601
Berkshire Asset Management
Pennsylvania
-$349K -8,977 Closed
DZ Bank
1602
DZ Bank
Germany
-$370K -8,650 Closed
MPM
1603
MBB Public Markets
Illinois
-$354K -8,280 Closed
CPBTD
1604
Central Pacific Bank - Trust Division
Hawaii
-$351K -8,200 Closed
BFM
1605
Boothbay Fund Management
New York
-$324K -7,586 Closed
UAG
1606
United Advisor Group
Ohio
-$320K -7,474 Closed
CBT
1607
Central Bank & Trust
Kentucky
-$317K -7,423 Closed
OCBCO
1608
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$307K -7,172 Closed
PD
1609
Point72 (DIFC)
United Arab Emirates
-$314K -7,039 Closed
HOWA
1610
Heritage Oak Wealth Advisors
Florida
-$280K -6,552 Closed
GIA
1611
Gateway Investment Advisers
Ohio
-$268K -6,271 Closed
CAM
1612
CenterStar Asset Management
Illinois
-$272K -6,098 Closed
PWPS
1613
Pinnacle Wealth Planning Services
Ohio
-$254K -5,928 Closed
LI
1614
LMCG Investments
Massachusetts
-$236K -5,528 Closed
FOA
1615
Five Oceans Advisors
California
-$234K -5,469 Closed
OAM
1616
Occidental Asset Management
California
-$229K -5,350 Closed
SCA
1617
Southern Capital Advisors
Tennessee
-$224K -5,239 Closed
VCM
1618
Virtue Capital Management
Tennessee
-$220K -5,140 Closed
SC
1619
Syon Capital
California
-$217K -5,067 Closed
RCM
1620
Radnor Capital Management
Pennsylvania
-$216K -5,045 Closed
TVAMP
1621
Tennessee Valley Asset Management Partners
Tennessee
-$216K -4,991 Closed
HAM
1622
Harmony Asset Management
Arizona
-$211K -4,940 Closed
EFSCE
1623
Enterprise Financial Services Corp (EFSC)
Missouri
-$210K -4,921 Closed
WI
1624
WrapManager Inc
California
-$210K -4,909 Closed
MM
1625
MQS Management
New York
-$203K -4,752 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.