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 %
OIA
1376
Optimum Investment Advisors
Illinois
$72.5K – – –
MSG
1377
Main Street Group
Virginia
$71.9K +$304 +7 +0.4%
CA
1378
CoreCap Advisors
Michigan
$71.8K +$31.9K +735 +80%
SC
1379
Stephens Consulting
Michigan
$67.5K – – –
Q1WB
1380
Quest 10 Wealth Builders
Virginia
$62.6K +$62.6K +1,443 New
USB
1381
Union Savings Bank
Connecticut
$62K +$31.4K +724 +103%
MFC
1382
Mechanics Financial Corp
Ohio
$59.6K -$5.21K -120 -8%
GKIM
1383
GW&K Investment Management
Massachusetts
$59K +$521 +12 +0.9%
PWA
1384
Physician Wealth Advisors
Utah
$58.9K +$58.9K +1,358 New
VCM
1385
Versant Capital Management
Arizona
$57K +$20.5K +472 +56%
IRAG
1386
Investment Research & Advisory Group
Georgia
$56.9K +$564 +13 +1%
TH
1387
TCTC Holdings
Texas
$56.8K +$12.5K +287 +28%
PS
1388
Pinney & Scofield
Massachusetts
$56.8K +$56.8K +1,310 New
FIA
1389
FNY Investment Advisers
New York
$56K +$21.5K +500 +63%
BLC
1390
Brown, Lisle/Cummings
Rhode Island
$55.4K +$55.4K +1,276 New
TC
1391
Trust Company
Kansas
$53.5K – – –
TWD
1392
True Wealth Design
Ohio
$53.4K +$1.39K +32 +3%
PWMG
1393
Private Wealth Management Group
New Jersey
$53.2K -$260 -6 -0.5%
BFS
1394
Burkett Financial Services
South Carolina
$52.5K +$564 +13 +1%
EFG
1395
Ethos Financial Group
Pennsylvania
$52.4K +$52.4K +1,208 New
CSB
1396
City State Bank
Iowa
$50.7K +$31.1K +716 +158%
BCMLT
1397
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.6K +$390 +9 +0.8%
WTA
1398
Washington Trust Advisors
Massachusetts
$47.5K – – –
PAM
1399
Paradigm Asset Management
New York
$47K -$1.55M -35,800 -97%
TFIPS
1400
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.7K – – –
54 55
56
57 58