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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 %
PFS
551
Prospera Financial Services
Texas
$1.96M +$11.2K +257 +0.6%
EF
552
Empirical Finance
Pennsylvania
$1.96M -$25.5K -587 -1%
HBT
553
Hills Bank & Trust
Iowa
$1.95M +$36.2K +834 +2%
TCOT
554
Trust Company of Toledo
Ohio
$1.95M +$2.73K +63 +0.1%
IIM
555
INTECH Investment Management
Florida
$1.95M +$1.11M +25,516 +132%
FDP
556
Financiere des Professionnels
Quebec, Canada
$1.94M -$3.69M -85,135 -66%
OWA
557
Octavia Wealth Advisors
Ohio
$1.9M -$88.8K -2,048 -4%
AIM
558
AHL Investment Management
Florida
$1.9M -$39.8K -918 -2%
GIA
559
GHP Investment Advisors
Colorado
$1.9M +$86.7K +1,999 +5%
IRC
560
Investors Research Corp
Georgia
$1.87M – – –
MAM
561
Marotta Asset Management
Virginia
$1.83M +$4.33K +100 +0.2%
NMIMC
562
Northwestern Mutual Investment Management Company
Wisconsin
$1.83M -$12.7K -292 -0.7%
CWM
563
Congress Wealth Management
Massachusetts
$1.82M -$36.7K -845 -2%
WAM
564
Weiss Asset Management
Massachusetts
$1.8M +$1.8M +41,557 New
UCFA
565
United Capital Financial Advisors
Texas
$1.8M -$121K -2,798 -6%
FIA
566
Foundations Investment Advisors
Arizona
$1.8M +$411K +9,483 +30%
AWC
567
Abundance Wealth Counselors
Pennsylvania
$1.8M +$29.2K +673 +2%
AA
568
Argent Advisors
Louisiana
$1.79M -$1.95K -45 -0.1%
OL
569
one8zero8 LLC
North Carolina
$1.79M +$1.79M +41,153 New
LFAS
570
Level Four Advisory Services
Texas
$1.78M +$16.7K +386 +0.9%
I
571
InceptionR
California
$1.77M +$816K +18,799 +86%
MOS
572
MGO One Seven
Ohio
$1.76M +$68.2K +1,571 +4%
HWA
573
Heritage Wealth Advisors
Virginia
$1.75M -$27.9K -642 -2%
AC
574
Allstate Corporation
Illinois
$1.75M +$1.75M +40,245 New
CIC
575
Cornercap Investment Counsel
Georgia
$1.74M -$57.5K -1,325 -3%
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