We are live on ! Find out more
TFC icon

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
Russell Investments Group
176
Russell Investments Group
United Kingdom
$17.9M +$2.25M +50,347 +14%
Squarepoint
177
Squarepoint
New York
$17.6M -$56.8M -1,272,868 -76%
US Bancorp
178
US Bancorp
Minnesota
$17.6M -$987K -22,128 -5%
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$17.6M -$1.24M -27,878 -6%
OAM
180
Oppenheimer Asset Management
New York
$17.5M -$46.2K -1,035 -0.3%
ECG
181
Edge Capital Group
Georgia
$17.2M -$17.9M -400,235 -100%
MNA
182
Manning & Napier Advisors
New York
$17M -$1.28M -28,695 -7%
SAM
183
Silvercrest Asset Management
New York
$16.9M +$15.8M +354,109 +1,031%
SOMRS
184
State of Michigan Retirement System
Michigan
$16.8M -$170K -3,800 -1%
ASRS
185
Arizona State Retirement System
Arizona
$16.7M +$39.4K +884 +0.2%
AAIM
186
American Assets Investment Management
California
$16.7M
PR
187
Payden & Rygel
California
$16.6M +$17M +381,700 New
Assenagon Asset Management
188
Assenagon Asset Management
Luxembourg
$16.2M -$77.8M -1,743,465 -82%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$16.1M +$263K +5,895 +2%
GC
190
Guggenheim Capital
Illinois
$15.6M +$1.1M +24,548 +7%
X
191
Xponance
Pennsylvania
$15.5M +$988K +22,136 +7%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$15.3M -$857K -19,203 -5%
MIM
193
MetLife Investment Management
New Jersey
$15.2M +$150K +3,362 +1%
KA
194
KLCM Advisors
Wisconsin
$15.1M -$228K -5,108 -1%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M +$4.94M +110,726 +47%
CF
196
Corebridge Financial
Texas
$14.8M -$1.55M -34,734 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
197
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.7M
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$14.7M +$736K +16,494 +5%
SIMG
199
Sonora Investment Management Group
Arizona
$14.5M +$222K +4,965 +2%
GLA
200
Great Lakes Advisors
Illinois
$14.5M -$120K -2,681 -0.8%

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.