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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.17B -$4.49M -100,669 -0.1%
BlackRock
2
BlackRock
New York
$4.52B +$221M +4,948,854 +5%
Capital International Investors
3
Capital International Investors
California
$3.93B +$835M +18,712,246 +26%
State Street
4
State Street
Massachusetts
$2.76B +$79.9M +1,790,457 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.1B -$147M -3,283,072 -6%
Bank of America
6
Bank of America
North Carolina
$1.66B -$166M -3,719,739 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.21B +$23.9M +534,740 +2%
Amundi
8
Amundi
France
$1.04B +$64.7M +1,450,323 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$842M +$122M +2,744,326 +16%
Morgan Stanley
10
Morgan Stanley
New York
$821M +$47.8M +1,070,122 +6%
Charles Schwab
11
Charles Schwab
California
$757M -$12K -269 -0%
Northern Trust
12
Northern Trust
Illinois
$626M +$109M +2,452,239 +20%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$470M +$10K +225 +2%
UBS AM
14
UBS AM
Illinois
$466M +$58.3M +1,307,252 +14%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$454M +$244M +5,457,053 +109%
Invesco
16
Invesco
Georgia
$432M +$49.1M +1,101,256 +12%
American Century Companies
17
American Century Companies
Missouri
$429M +$32.3M +722,749 +8%
Federated Hermes
18
Federated Hermes
Pennsylvania
$409M +$4.25M +95,284 +1%
Norges Bank
19
Norges Bank
Norway
$403M -$24.8M -554,807 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$368M +$29.6M +662,179 +8%
Legal & General Group
21
Legal & General Group
United Kingdom
$348M +$9.36M +209,713 +3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$331M -$28.7M -642,466 -8%
Macquarie Group
23
Macquarie Group
Australia
$294M -$42.7M -956,456 -12%
Goldman Sachs
24
Goldman Sachs
New York
$278M +$27.8M +623,359 +11%
UBS Group
25
UBS Group
Switzerland
$267M +$11.8M +265,043 +5%

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.