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Truist Financial
TFC

Overview Fund Activity

1,554 hedge funds and large institutions have $42.4B invested in Truist Financial in 2024 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 583 increasing their positions, 594 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+89
Holders Change %
+6.08%
% of All Funds
20.68%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.23%
New
193
Increased
583
Reduced
594
Closed
84
Calls
$429M
Puts
$352M
Net Calls
+$76.3M
Net Calls Change
-$61.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$812M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
3
BlackRock
BlackRock
New York
+$215M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$69B
2
Dodge & Cox
Dodge & Cox
California
-$1.11B
3
Harris Associates
Harris Associates
Illinois
-$219M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$169M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
801
Pine Valley Investments
New Jersey
$769K +$49.3K +1,137 +7%
TSS
802
Two Sigma Securities
New York
$767K +$767K +17,690 New
BFW
803
Brady Family Wealth
Missouri
$766K – – –
ECA
804
Elevated Capital Advisors
Utah
$765K -$16.4K -379 -2%
CMANY
805
Capital Management Associates (New York)
New York
$764K -$176K -4,067 -19%
MAG
806
Mayfair Advisory Group
Alabama
$763K +$86.8K +2,000 +13%
MP
807
Mangrove Partners
Connecticut
$761K +$761K +17,542 New
GFA
808
Gallagher Fiduciary Advisors
Illinois
$760K +$60.9K +1,405 +9%
OAM
809
Oxford Asset Management
United Kingdom
$751K +$751K +17,322 New
AG
810
AlTi Global
New York
$751K +$524 +11 +0.1%
APC
811
Aspire Private Capital
North Carolina
$750K -$7.46K -172 -1%
LCM
812
Leisure Capital Management
California
$746K -$41.5K -957 -5%
AFG
813
Atomi Financial Group
New York
$743K +$62.6K +1,444 +9%
FHA
814
First Horizon Advisors
Tennessee
$743K -$12.1K -280 -2%
SA
815
Strategic Advisors
New York
$742K +$65.1K +1,500 +10%
EIA
816
Eastover Investment Advisors
North Carolina
$741K +$6.68K +154 +0.9%
CCM
817
Canal Capital Management
Virginia
$738K +$2.69K +62 +0.4%
IAS
818
Insigneo Advisory Services
Florida
$730K -$23.1K -533 -3%
RPC
819
Rossmore Private Capital
Connecticut
$730K – – –
VWM
820
Venturi Wealth Management
Texas
$729K +$285K +6,570 +64%
LWAM
821
Legacy Wealth Asset Management
Minnesota
$727K -$24.9K -573 -3%
OFG
822
OmniStar Financial Group
North Carolina
$725K +$3.64K +84 +0.5%
GF
823
Gabelli Funds
New York
$724K -$13K -300 -2%
RMC
824
Resources Management Corp
Connecticut
$720K – – –
SEIA
825
Signature Estate & Investment Advisors
California
$720K +$8.2K +189 +1%
31 32
33
34 35