TFC icon

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 %
DFG
1301
Delta Financial Group
New Jersey
$202K -$13.9K -320 -6%
MIFH
1302
Migdal Insurance & Financial Holdings
Israel
$202K +$149K +3,435 +284%
AC
1303
ASB Consultores
Florida
$201K -$26.5K -610 -12%
PP
1304
PDS Planning
Ohio
$201K -$41K -945 -17%
AIA
1305
Arbor Investment Advisors
North Carolina
$201K -$3.43M -79,069 -94%
HB
1306
HTLF Bank
Colorado
$200K +$200K +4,615 New
HB
1307
Horizon Bancorp
Indiana
$194K -$1.65K -38 -0.8%
NFSG
1308
Newbridge Financial Services Group
Florida
$193K +$171K +3,949 +785%
BG
1309
Bollard Group
Massachusetts
$190K +$2.04K +47 +1%
JSAM
1310
J. Safra Asset Management
New York
$189K +$189K +4,367 New
AAG
1311
Accordant Advisory Group
Maryland
$186K -$9.76K -225 -5%
LI
1312
LRI Investments
Florida
$181K -$35.9K -827 -17%
CH
1313
Cromwell Holdings
Wyoming
$178K – – –
MME
1314
Meag Munich Ergo
Germany
$176K – – –
WSC
1315
Wellington Shields & Co
New York
$174K – – –
BGAI
1316
Bruce G. Allen Investments
Colorado
$173K -$3.25K -75 -2%
HI
1317
Harbour Investments
Wisconsin
$172K -$15.3K -353 -8%
NRG
1318
Nemes Rush Group
Michigan
$165K -$62.3K -1,436 -27%
WT
1319
Washington Trust
Rhode Island
$159K -$390 -9 -0.2%
DCBT
1320
Dakota Community Bank & Trust
North Dakota
$159K -$9.54K -220 -6%
GTAM
1321
Global Trust Asset Management
Florida
$158K +$148K +3,401 +1,360%
CWM
1322
CarsonAllaria Wealth Management
Illinois
$158K -$19.8K -457 -11%
MCM
1323
Manchester Capital Management
Vermont
$157K +$217 +5 +0.1%
FC
1324
Fairscale Capital
New Hampshire
$152K – – –
CFD
1325
Creative Financial Designs
Indiana
$151K +$9.02K +208 +6%
51 52
53
54 55