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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 %
RWB
776
RMR Wealth Builders
New Jersey
$831K +$14.1K +324 +2%
RFG
777
RFP Financial Group
Georgia
$829K -$226K -5,217 -21%
TTWM
778
TCV Trust & Wealth Management
Virginia
$828K -$31.2K -720 -4%
FPAS
779
Focus Partners Advisor Solutions
Missouri
$827K -$4.64K -107 -0.6%
DWA
780
Douglass Winthrop Advisors
New York
$823K – – –
TAM
781
Todd Asset Management
Kentucky
$821K – – –
FAIM
782
Financial Advocates Investment Management
Washington
$821K -$7.85K -181 -0.9%
FFM
783
Forum Financial Management
Illinois
$819K +$368K +8,489 +82%
CPWA
784
Cerro Pacific Wealth Advisors
California
$812K +$39.6K +927 +5%
TG
785
TCW Group
California
$812K +$20.3K +469 +3%
GCP
786
GSA Capital Partners
United Kingdom
$808K +$808K +18,619 New
CL
787
CSS LLC
Illinois
$808K – – –
FMN
788
Financial Management Network
California
$806K +$1.32K +30 +0.2%
ACM
789
AlphaStar Capital Management
North Carolina
$804K -$60.3K -1,389 -7%
I
790
INVST
Indiana
$802K +$4.03K +93 +0.5%
P
791
Pitcairn
Pennsylvania
$799K +$9.07K +209 +1%
VFA
792
Valeo Financial Advisors
Indiana
$793K -$75.8K -1,747 -9%
AT
793
American Trust
Kentucky
$787K -$34.9K -804 -4%
FCB
794
First County Bank
Connecticut
$786K -$21.8K -502 -3%
SSWM
795
Sheets Smith Wealth Management
North Carolina
$784K +$434 +10 +0.1%
STA
796
Summit Trail Advisors
New York
$782K +$121K +2,799 +18%
EHWM
797
Eads & Heald Wealth Management
Georgia
$778K +$170K +3,925 +28%
NAS
798
Nicolet Advisory Services
Wisconsin
$776K +$28.4K +665 +4%
IF
799
Intrua Financial
Texas
$772K -$180K -4,159 -19%
IP
800
Ignite Planners
California
$772K +$10.8K +246 +1%
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