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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 %
MW
926
Marcum Wealth
Ohio
$562K +$6.51K +150 +1%
CIC
927
Chilton Investment Company
Connecticut
$562K – – –
AIP
928
Ameritas Investment Partners
Nebraska
$561K -$27.3K -629 -5%
RWM
929
RKL Wealth Management
Pennsylvania
$560K +$193K +4,456 +53%
VT
930
Vise Technologies
New York
$559K +$132K +3,050 +31%
BAM
931
Belpointe Asset Management
Nevada
$557K -$445K -10,009 -44%
ST
932
Sabal Trust
Florida
$557K +$557K +12,833 New
EWA
933
Exencial Wealth Advisors
Oklahoma
$555K +$32.8K +757 +6%
PIM
934
Plato Investment Management
Australia
$554K – – –
CCT
935
Chemung Canal Trust
New York
$551K -$30K -692 -5%
HNB
936
Hilltop National Bank
Wyoming
$549K -$48K -1,106 -8%
EWM
937
Evercore Wealth Management
New York
$547K – – –
UCI
938
Uncommon Cents Investing
Wisconsin
$544K – – –
AMIM
939
Aull & Monroe Investment Management
Alabama
$544K -$43.4K -1,000 -7%
FWP
940
Forefront Wealth Partners
Texas
$544K +$544K +12,535 New
KP
941
Keel Point
Alabama
$543K +$17.7K +409 +3%
NB
942
NBT Bank
New York
$543K +$15.9K +366 +3%
WHG
943
Westwood Holdings Group
Texas
$542K -$57.9K -1,335 -10%
MMPW
944
Mitchell McLeod Pugh & Williams
Alabama
$533K -$36.7K -846 -6%
TYCC
945
Texas Yale Capital Corp
Florida
$531K – – –
WCA
946
Westover Capital Advisors
Delaware
$530K – – –
WPC
947
Wedmont Private Capital
Pennsylvania
$528K +$84.6K +1,978 +19%
PFA
948
Pathway Financial Advisors
Vermont
$526K +$11.3K +260 +2%
GLA
949
Good Life Advisors
Pennsylvania
$521K -$32.1K -741 -6%
WCM
950
Washington Capital Management
Washington
$521K – – –
36 37
38
39 40