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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 %
MC
876
Montag & Caldwell
Georgia
$632K – – –
OHWA
877
Oak Hill Wealth Advisors
Virginia
$631K +$631K +14,539 New
FFG
878
First Financial Group
North Carolina
$631K +$631K +14,535 New
SOS
879
Silver Oak Securities
Tennessee
$629K +$57.9K +1,334 +10%
PCM
880
PAR Capital Management
Massachusetts
$629K +$195K +4,500 +45%
AW
881
Alteri Wealth
California
$629K +$629K +14,489 New
FMII
882
Farmers & Merchants Investments Inc
Nebraska
$628K -$651 -15 -0.1%
PI
883
PFG Investments
New York
$626K +$21.6K +499 +4%
IWA
884
Icon Wealth Advisors
Texas
$625K -$101K -2,323 -14%
SB
885
Strategic Blueprint
Georgia
$625K -$15.3K -352 -2%
FFA
886
Farther Finance Advisors
California
$624K -$94K -2,167 -13%
Lazard Asset Management
887
Lazard Asset Management
New York
$620K +$312K +7,197 +101%
EWA
888
EP Wealth Advisors
California
$618K -$7.51K -173 -1%
HPM
889
Hoxton Planning & Management
West Virginia
$617K +$6.59K +152 +1%
CANY
890
Caxton Associates (New York)
New York
$614K -$474K -10,916 -44%
YP
891
YANKCOM Partnership
South Dakota
$613K +$613K +14,128 New
WT
892
Whittier Trust
California
$612K -$48.7K -1,123 -7%
HT
893
Headlands Technologies
Illinois
$612K +$379K +8,748 +163%
TBA
894
Tower Bridge Advisors
Pennsylvania
$611K -$26K -600 -4%
GWM
895
Geneos Wealth Management
Colorado
$611K +$19K +437 +3%
CF
896
Centaurus Financial
California
$610K -$91.4K -2,107 -13%
PPWP
897
Premier Path Wealth Partners
New Jersey
$609K +$5.47K +126 +0.9%
PTC
898
Private Trust Company
Ohio
$608K -$136K -3,128 -18%
PWM
899
Prosperity Wealth Management
California
$608K – – –
CWM
900
Centurion Wealth Management
Virginia
$607K +$22.9K +528 +4%
34 35
36
37 38