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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 %
BWA
501
BlueChip Wealth Advisors
Georgia
$2.44M -$159K -3,657 -6%
HCP
502
Hardin Capital Partners
South Carolina
$2.43M -$86.7K -1,999 -3%
VA
503
Vident Advisory
Georgia
$2.43M -$514K -11,854 -17%
GRP
504
Global Retirement Partners
California
$2.43M +$18.2K +420 +0.8%
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.42M +$41.9K +965 +2%
PAA
506
Peregrine Asset Advisers
Oregon
$2.42M +$2.42M +55,776 New
OAC
507
OMERS Administration Corp
Ontario, Canada
$2.41M +$406K +9,352 +20%
RK
508
Rather & Kittrell
Tennessee
$2.4M +$781 +18 +0%
ACM
509
Aquatic Capital Management
Illinois
$2.38M -$25.5M -587,866 -91%
AWM
510
Apollon Wealth Management
South Carolina
$2.36M +$232K +5,345 +11%
DWM
511
David Wealth Management
Virginia
$2.35M +$2.35M +54,270 New
HW
512
Hancock Whitney
Mississippi
$2.34M +$188K +4,338 +9%
HNB
513
Huntington National Bank
Ohio
$2.33M -$695K -16,014 -23%
FNB
514
Farmers National Bank
Kentucky
$2.33M +$2.33M +53,644 New
AWS
515
Atria Wealth Solutions
New York
$2.32M +$1.01M +23,194 +77%
NHC
516
Nicholas Hoffman & Company
Georgia
$2.32M -$97.9K -2,256 -4%
B
517
Bailard
California
$2.31M +$248K +5,725 +12%
HT
518
Heritage Trust
Oklahoma
$2.3M +$2.3M +53,125 New
CDDEC
519
Caisse Des Depots Et Consignations
France
$2.27M +$2.27M +52,305 New
GLLW
520
Graves Light Lenhart Wealth
Virginia
$2.27M -$10.9K -252 -0.5%
CIC
521
Carnegie Investment Counsel
Ohio
$2.26M +$24.2K +557 +1%
PS
522
Principal Securities
Iowa
$2.25M +$132K +3,041 +6%
AUB
523
Atlantic Union Bankshares
Virginia
$2.24M +$8.5K +196 +0.4%
DILIC
524
Dai-ichi Life Insurance Company
Japan
$2.24M – – –
IWA
525
IVC Wealth Advisors
Pennsylvania
$2.22M -$24.6K -566 -1%
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