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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 %
PWM
826
Pines Wealth Management
North Carolina
$718K +$718K +16,778 New
NEI
827
Northwest & Ethical Investments
Ontario, Canada
$716K – – –
DCM
828
Dudley Capital Management
Virginia
$708K – – –
WCAMG
829
Woodard & Company Asset Management Group
North Carolina
$707K -$13K -300 -2%
BFIM
830
Beese Fulmer Investment Management
Ohio
$706K +$56.5K +1,302 +9%
PA
831
Procyon Advisors
Connecticut
$706K -$24K -553 -3%
FCM
832
Fourpath Capital Management
Oklahoma
$705K -$20.7K -478 -3%
EFS
833
Essex Financial Services
Connecticut
$701K +$607 +14 +0.1%
FM
834
Foster & Motley
Ohio
$696K +$217K +5,014 +45%
MWA
835
Midland Wealth Advisors
Illinois
$695K -$77.3K -1,782 -10%
BAM
836
Broyhill Asset Management
North Carolina
$693K +$693K +15,980 New
IWA
837
Inspirion Wealth Advisors
Illinois
$690K – – –
FOFP
838
Fee-Only Financial Planning
South Carolina
$689K -$54.7K -1,260 -7%
FCA
839
FLC Capital Advisors
California
$688K – – –
PFGIA
840
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$32.5K +750 +5%
PCM
841
Penserra Capital Management
California
$686K +$107K +2,465 +18%
MFT
842
Moisand Fitzgerald Tamayo
Florida
$686K -$48.2K -1,110 -7%
IWM
843
IHT Wealth Management
Illinois
$685K +$14.9K +344 +2%
TAM
844
Trust Asset Management
Texas
$685K – – –
CFB
845
Cullen/Frost Bankers
Texas
$680K -$165K -3,795 -19%
BB
846
Busey Bank
Illinois
$679K -$32.6K -751 -5%
AWM
847
Atticus Wealth Management
Florida
$678K – – –
MIM
848
Morningstar Investment Management
Illinois
$678K -$1.37M -31,533 -67%
VF
849
Virtu Financial
New York
$675K +$675K +15,564 New
CFO
850
Callan Family Office
Pennsylvania
$672K +$672K +15,488 New
32 33
34
35 36