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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 %
VCM
701
Voleon Capital Management
California
$1.07M +$1.07M +24,754 New
MS
702
Maven Securities
Jersey
$1.07M -$42.1K -970 -4%
WIA
703
World Investment Advisors
California
$1.07M +$443K +10,205 +70%
BIM
704
Bridges Investment Management
Nebraska
$1.07M -$4.08K -94 -0.4%
HH
705
Hilltop Holdings
Texas
$1.07M +$9.07K +209 +0.9%
CIBC World Market
706
CIBC World Market
Ontario, Canada
$1.07M -$374K -8,621 -26%
HI
707
Horizon Investments
North Carolina
$1.07M +$19.2K +442 +2%
GCA
708
Greenwood Capital Associates
South Carolina
$1.06M +$47K +1,084 +5%
SCA
709
Snowden Capital Advisors
New York
$1.06M -$48.4K -1,115 -4%
GLR
710
Great Lakes Retirement
Ohio
$1.05M -$17.6K -406 -2%
ONST
711
Old North State Trust
North Carolina
$1.05M -$50.4K -1,162 -5%
JWCA
712
J.W. Cole Advisors
Florida
$1.05M -$146K -3,374 -12%
ISL
713
Ingalls & Snyder LLC
New York
$1.04M -$2.75M -63,466 -73%
SWM
714
Spire Wealth Management
Virginia
$1.04M -$33K -760 -3%
BHBT
715
Burke & Herbert Bank & Trust
Virginia
$1.04M – – –
TIAA Trust, National Association
716
TIAA Trust, National Association
North Carolina
$1.03M +$12.3K +283 +1%
CAC
717
Certified Advisory Corp
Florida
$1.03M +$174 +4 +0%
BJL
718
Brighton Jones LLC
Washington
$1.02M +$611K +14,093 +149%
FSA
719
Financial Security Advisor
Virginia
$1M -$434 -10 -0%
PIM
720
Provident Investment Management
Michigan
$996K +$120K +2,775 +14%
RA
721
RFG Advisory
Alabama
$996K -$44.5K -1,026 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
722
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$996K +$150K +3,468 +18%
WFS
723
Widmann Financial Services
Maryland
$996K -$3.43K -79 -0.3%
WCBA
724
Weaver C. Barksdale & Associates
Tennessee
$996K -$25.4K -586 -2%
FMWA
725
Forvis Mazars Wealth Advisors
Missouri
$990K -$5.9K -136 -0.6%
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