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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
BFWM
1626
Bright Futures Wealth Management
New York
-$202K -4,665 Closed
BWP
1627
Baldwin Wealth Partners
Massachusetts
-$183K -4,273 Closed
T
1628
TOBAM
France
-$157K -3,666 Closed
AA
1629
Alta Advisers
United Kingdom
-$154K -3,600 Closed
CFG
1630
CKW Financial Group
Hawaii
-$108K -2,600 Closed
QL
1631
Quarry LP
New York
-$109K -2,551 Closed
IAS
1632
IMA Advisory Services
Colorado
-$83.9K -1,961 Closed
PCA
1633
Providence Capital Advisors
North Carolina
-$79.4K -1,857 Closed
MIM
1634
Macroview Investment Management
Maryland
-$59.5K -1,390 Closed
CPA
1635
Capital Performance Advisors
California
-$58.5K -1,367 Closed
WPWM
1636
Western Pacific Wealth Management
Illinois
-$55.6K -1,301 Closed
AF
1637
Arrow Financial
New York
-$54.5K -1,275 Closed
VAMG
1638
Voisard Asset Management Group
Michigan
-$52K -1,215 Closed
ATS
1639
Ashton Thomas Securities
New York
-$45.4K -1,062 Closed
CWM
1640
Cedar Wealth Management
California
-$42.8K -1,000 Closed
HGA
1641
Hobbs Group Advisors
South Carolina
-$41.6K -974 Closed
NFA
1642
Northwest Financial Advisors
Virginia
-$39.7K -929 Closed
MWA
1643
MFA Wealth Advisors
Pennsylvania
-$32.8K -767 Closed
MCM
1644
MidAtlantic Capital Management
Virginia
-$31.9K -745 Closed
RWM
1645
Reston Wealth Management
Virginia
-$14.9K -348 Closed
SHIM
1646
Stone House Investment Management
Pennsylvania
-$9.07K -212 Closed
FDCP
1647
Foster Dykema Cabot & Partners
Massachusetts
-$8.68K -203 Closed
HGERS
1648
Householder Group Estate & Retirement Specialist
Arizona
-$2K -52 Closed
JFG
1649
JDM Financial Group
Texas
-$727 -17 Closed
CA
1650
Claris Advisors
Missouri
-$684 -16 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.