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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 %
BG
651
Bahl & Gaynor
Ohio
$1.27M -$251K -5,777 -16%
PWM
652
PBMares Wealth Management
Virginia
$1.27M +$9.72K +224 +0.8%
LAM
653
LECAP Asset Management
United Kingdom
$1.25M +$33.3K +768 +3%
BWM
654
BCS Wealth Management
Tennessee
$1.25M -$63K -1,452 -5%
SSA
655
Sierra Summit Advisors
Nevada
$1.23M +$1.23M +28,404 New
MAS
656
Meeder Advisory Services
Ohio
$1.23M +$12.5K +288 +1%
NB
657
Nicolet Bankshares
Wisconsin
$1.22M -$76K -1,752 -6%
SVWAG
658
Sound View Wealth Advisors Group
Georgia
$1.22M +$39.1K +901 +3%
CFGS
659
Concourse Financial Group Securities
Alabama
$1.22M +$405K +8,605 +50%
OBAM
660
ODDO BHF Asset Management
France
$1.22M +$221K +5,090 +22%
AF
661
Ally Financial
Michigan
$1.21M – – –
IWC
662
Integrated Wealth Concepts
Massachusetts
$1.21M -$283K -6,524 -19%
QWM
663
Quadcap Wealth Management
Texas
$1.21M -$185K -4,262 -13%
AIA
664
AssuredPartners Investment Advisors
Florida
$1.21M +$1.21M +27,799 New
GAM
665
Gotham Asset Management
New York
$1.2M -$1.43K -33 -0.1%
NCFG
666
New Century Financial Group
New Jersey
$1.19M -$12.6K -285 -1%
VSQM
667
V-Square Quantitative Management
Illinois
$1.19M -$47.3K -1,090 -4%
BTD
668
BankPlus Trust Department
Mississippi
$1.19M +$1.19M +27,465 New
DAC
669
Dividend Assets Capital
South Carolina
$1.19M +$521 +12 +0%
HCM
670
Hodges Capital Management
Texas
$1.19M +$481K +11,083 +68%
IAIM
671
International Assets Investment Management
Florida
$1.18M +$1.18M +27,321 New
XT
672
XTX Topco
Cayman Islands
$1.18M -$1.38M -31,786 -54%
WBWA
673
William B. Walkup & Associates
South Carolina
$1.18M -$8.89K -205 -0.7%
FFA
674
Founders Financial Alliance
North Carolina
$1.18M -$4.77K -110 -0.4%
UBV
675
United Bank (Virginia)
Virginia
$1.17M – – –
25 26
27
28 29