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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 %
CFM
1026
Catalyst Funds Management
Australia
$416K +$416K +9,600 New
NRI
1027
NFP Retirement Inc
California
$416K +$434 +10 +0.1%
QCG
1028
Quadrant Capital Group
Ohio
$412K +$4.16K +96 +1%
5W
1029
5T Wealth
California
$409K +$409K +9,425 New
OF
1030
Outfitter Financial
Maine
$407K -$162K -3,745 -29%
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$407K -$23.7K -546 -5%
SSWM
1032
Smith Salley Wealth Management
North Carolina
$405K -$17.8K -411 -4%
FA
1033
Fiducient Advisors
Illinois
$404K +$17.4K +400 +4%
RW
1034
Rede Wealth
Virginia
$403K -$1.13K -26 -0.3%
MIM
1035
MTM Investment Management
South Carolina
$400K +$607 +14 +0.2%
SAM
1036
Summit Asset Management
Tennessee
$399K +$651 +15 +0.2%
PI
1037
Pettee Investors
Connecticut
$399K -$20.4K -470 -5%
SIC
1038
Sage Investment Counsel
Tennessee
$398K +$398K +9,182 New
PCA
1039
Pallas Capital Advisors
Massachusetts
$397K +$954 +22 +0.2%
PL
1040
Parthenon LLC
Kentucky
$397K – – –
FPWM
1041
FSB Premier Wealth Management
Iowa
$397K -$38.7K -892 -9%
AL
1042
Aspiriant LLC
California
$397K +$477 +11 +0.1%
EHC
1043
Everett Harris & Co
California
$396K – – –
LSAG
1044
Lake Street Advisors Group
New Hampshire
$396K +$911 +21 +0.2%
KMWM
1045
Keudell/Morrison Wealth Management
Oregon
$395K -$55.1K -1,270 -12%
CA
1046
Continuum Advisory
Idaho
$394K +$42.5K +980 +12%
AT
1047
Arlington Trust
Alabama
$394K – – –
CWC
1048
Carolinas Wealth Consulting
North Carolina
$393K -$70.5K -1,626 -15%
IC
1049
Iconiq Capital
California
$393K +$393K +9,051 New
CB
1050
CNB Bank
Pennsylvania
$392K -$85.6K -1,974 -18%
40 41
42
43 44