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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 %
WA
601
Wealth Alliance
New York
$1.59M -$36.8K -849 -2%
SJIM
602
St. Johns Investment Management
Florida
$1.59M -$12.8K -294 -0.8%
CNC
603
Citizens & Northern Corp
Pennsylvania
$1.59M +$39.3K +907 +3%
TCPW
604
Twin City Private Wealth
North Carolina
$1.58M +$35.8K +826 +2%
JCM
605
Jacobi Capital Management
Pennsylvania
$1.58M +$20.1K +464 +1%
BCP
606
Berkeley Capital Partners
Georgia
$1.57M -$20.3K -469 -1%
FPGT
607
Financial Partners Group (Tennessee)
Tennessee
$1.53M -$28.1K -647 -2%
HAG
608
HF Advisory Group
Maryland
$1.52M +$511K +11,789 +51%
MWM
609
Mindset Wealth Management
Indiana
$1.52M -$75.3K -1,736 -5%
SFA
610
Sequoia Financial Advisors
Ohio
$1.52M +$26.7K +616 +2%
BPA
611
Beacon Pointe Advisors
California
$1.52M +$873K +20,126 +135%
RCM
612
Raleigh Capital Management
North Carolina
$1.52M -$40.9K -943 -3%
BCA
613
Bray Capital Advisors
Florida
$1.52M -$52.1K -1,202 -3%
AI
614
Arvest Investments
Arkansas
$1.51M -$100K -2,310 -6%
OIA
615
OneDigital Investment Advisors
Kansas
$1.47M +$30.2K +697 +2%
William Blair & Company
616
William Blair & Company
Illinois
$1.47M -$55.4K -1,276 -4%
WANY
617
Wealthspire Advisors (New York)
New York
$1.46M +$326K +7,507 +29%
EBWM
618
Eagle Bluffs Wealth Management
Missouri
$1.45M -$76.7K -1,767 -5%
NERM
619
New England Research & Management
Illinois
$1.44M -$4.16K -96 -0.3%
A
620
Argentarii
Ohio
$1.43M +$1.43M +32,892 New
AG
621
AIA Group
Hong Kong
$1.42M -$1.14M -26,307 -45%
BAM
622
Bayview Asset Management
Florida
$1.41M +$759K +17,500 +117%
SF
623
Symphony Financial
Texas
$1.41M +$87.4K +1,871 +7%
HWAM
624
Hennion & Walsh Asset Management
New Jersey
$1.4M +$838K +19,315 +150%
TCOV
625
Trust Company of Vermont
Vermont
$1.39M -$30.2K -697 -2%
23 24
25
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