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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 %
FL
951
Fourthstone LLC
Missouri
$521K +$521K +12,000 New
XSC
952
X-Square Capital
Puerto Rico
$519K -$40.4K -931 -7%
CWA
953
Centennial Wealth Advisory
Michigan
$519K +$45.1K +1,040 +10%
VDI
954
Vaughan David Investments
Illinois
$518K -$36.4K -840 -7%
QPWM
955
Quadrant Private Wealth Management
Pennsylvania
$515K -$44.2K -1,018 -8%
HIMC
956
Heritage Investors Management Corp
Maryland
$511K +$34.7K +800 +7%
ACP
957
Aviance Capital Partners
Florida
$506K +$134K +3,093 +36%
SWM
958
Sculati Wealth Management
Michigan
$506K – – –
WIS
959
Wright Investors Service
Connecticut
$505K -$1.06M -24,425 -68%
3IP
960
3Chopt Investment Partners
Virginia
$505K +$505K +11,633 New
IB
961
Intrust Bank
Kansas
$501K -$26K -599 -5%
HBW
962
Hazlett, Burt & Watson
West Virginia
$500K – – –
KA
963
Klingman & Associates
New York
$499K -$1.69K -39 -0.3%
WS
964
Wedbush Securities
California
$498K +$498K +11,475 New
EH
965
Equitable Holdings
New York
$496K -$13.6K -313 -3%
AWA
966
Adapt Wealth Advisors
Georgia
$496K +$147K +3,385 +42%
MGIA
967
Moneta Group Investment Advisors
Missouri
$495K -$239K -5,512 -33%
PWM
968
Perigon Wealth Management
California
$487K +$74.7K +1,661 +18%
LS
969
Livforsakringsbolaget Skandia
Sweden
$484K – – –
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$483K -$2.6K -60 -0.5%
WC
971
Waterloo Capital
Texas
$482K -$43.8K -1,009 -8%
SH
972
SLT Holdings
Arizona
$482K +$482K +11,114 New
CAM
973
Cidel Asset Management
Ontario, Canada
$482K -$15.6K -360 -3%
SFS
974
Sowell Financial Services
Arkansas
$482K -$15.6K -359 -3%
LIM
975
Longfellow Investment Management
Massachusetts
$481K -$30.8K -711 -6%
37 38
39
40 41