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 %
OC
1326
Oarsman Capital
Wisconsin
$151K – – –
HFM
1327
Hartford Financial Management
Connecticut
$150K -$41.2K -950 -22%
CSC
1328
Caldwell Sutter Capital
California
$144K -$1.35K -31 -0.9%
ADL
1329
Asset Dedication LLC
California
$143K -$24.7K -569 -15%
MCM
1330
MV Capital Management
Maryland
$142K -$43 -1 -0%
DMBA
1331
Deseret Mutual Benefit Administrators
Utah
$140K -$11.5K -265 -8%
TWC
1332
TD Waterhouse Canada
Ontario, Canada
$138K +$43.1K +994 +45%
AF
1333
Advisornet Financial
Minnesota
$135K -$24.1K -555 -15%
KIM
1334
Kestra Investment Management
Texas
$133K +$133K +3,076 New
WAM
1335
WFA Asset Management
Wisconsin
$133K +$133K +3,075 New
FPB
1336
First PREMIER Bank
South Dakota
$130K – – –
TSMHT
1337
Thurston Springer Miller Herd & Titak
Indiana
$129K +$42.2K +971 +49%
ACM
1338
Aster Capital Management
United Arab Emirates
$126K -$31.5K -727 -20%
BWAM
1339
Boyd Watterson Asset Management
Ohio
$124K -$1.26K -29 -1%
SWA
1340
SOA Wealth Advisors
New York
$124K – – –
FUBT
1341
First United Bank & Trust
Maryland
$123K – – –
IMC
1342
Investment Management Corporation
Virginia
$122K +$122K +2,803 New
CSPIA
1343
Cary Street Partners Investment Advisory
Virginia
$120K -$3.02M -69,645 -96%
AEPWM
1344
Atlantic Edge Private Wealth Management
Florida
$119K -$5.42K -125 -4%
RTC
1345
Riverview Trust Company
Washington
$118K -$26.2K -603 -18%
EA
1346
Evolution Advisers
Virginia
$114K -$120 -79 -0.1%
QC
1347
Quent Capital
New York
$114K +$15.2K +350 +15%
SCM
1348
Silvant Capital Management
Georgia
$112K – – –
BIG
1349
Brooklyn Investment Group
New York
$111K +$5.72K +132 +5%
N
1350
Natixis
France
$109K -$12M -275,813 -99%
52 53
54
55 56