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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 %
BWP
976
BSW Wealth Partners
Colorado
$479K +$29.6K +682 +7%
FHB
977
First Hawaiian Bank
Hawaii
$479K -$943K -21,736 -66%
PA
978
Parallel Advisors
California
$477K -$1.65K -38 -0.3%
FSA
979
Franklin Street Advisors
North Carolina
$475K +$52K +1,200 +12%
RF
980
Roxbury Financial
New Jersey
$475K +$475K +9,958 New
CIC
981
Crawford Investment Counsel
Georgia
$473K -$7.51K -173 -2%
CCWM
982
Cassaday & Co Wealth Management
Virginia
$473K -$114K -2,627 -19%
PL
983
Perpetual Ltd
Australia
$471K – – –
YIH
984
Y-Intercept (HK)
Hong Kong
$470K -$1.42M -32,651 -75%
A
985
AlphaQuest
New York
$470K +$263K +6,070 +128%
AWAP
986
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$469K +$1.17K +27 +0.3%
FMP
987
Financial Management Professionals
Texas
$464K +$52.5K +1,211 +13%
BBA
988
BLB&B Advisors
Pennsylvania
$461K +$477 +11 +0.1%
VA
989
Valmark Advisers
Ohio
$459K +$564 +13 +0.1%
SMA
990
Sage Mountain Advisors
Georgia
$459K +$20.5K +473 +5%
VP
991
Verum Partners
North Carolina
$458K +$1.69K +39 +0.4%
PHWM
992
Pine Harbor Wealth Management
Maryland
$456K -$11.7K -270 -3%
SFP
993
Shepherd Financial Partners
Massachusetts
$454K +$13.9K +321 +3%
CAMV
994
Concord Asset Management (Virginia)
Virginia
$453K -$2.4M -55,237 -84%
PCIA
995
Prime Capital Investment Advisors
Kansas
$453K +$2K +46 +0.4%
SP
996
Successful Portfolios
Florida
$449K +$260 +6 +0.1%
EWA
997
EverSource Wealth Advisors
Alabama
$448K +$89.2K +2,055 +25%
WC
998
Whitney & Co
New York
$448K -$304 -7 -0.1%
BCWM
999
Bartlett & Co Wealth Management
Ohio
$447K -$3.47K -80 -0.8%
LF
1000
Lansforsakringar Fondforvaltning
Sweden
$446K +$446K +10,273 New
38 39
40
41 42