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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 %
HKIM
1051
Hayek Kallen Investment Management
Alabama
$392K – – –
FPL
1052
Fortress Private Ledger
North Carolina
$391K +$391K +9,013 New
CCMG
1053
Clark Capital Management Group
Pennsylvania
$390K +$22.9K +529 +6%
WTC
1054
WhitTier Trust Company
Nevada
$388K -$14K -323 -3%
HWA
1055
HHM Wealth Advisors
Tennessee
$387K +$4.12K +95 +1%
DS
1056
DRW Securities
Illinois
$387K -$4.92M -113,395 -93%
HCM
1057
Howard Capital Management
Georgia
$382K +$19.7K +454 +5%
MCC
1058
Malaga Cove Capital
California
$382K -$4.77K -110 -1%
QC
1059
Quantessence Capital
New York
$380K +$380K +8,766 New
IPWA
1060
International Private Wealth Advisors
California
$380K +$6.68K +154 +2%
EI
1061
Ellevest Inc
New York
$379K -$53.1K -1,225 -12%
HR
1062
Hardy Reed
Mississippi
$379K +$129K +2,980 +52%
CCA
1063
Cobblestone Capital Advisors
New York
$379K -$230K -5,310 -38%
SWM
1064
Selective Wealth Management
Virginia
$375K – – –
DAS
1065
Diversify Advisory Services
Utah
$374K +$374K +8,749 New
PWMAG
1066
Pinnacle Wealth Management Advisory Group
New Jersey
$369K -$6.2K -143 -2%
CCM
1067
Chiron Capital Management
Florida
$369K -$17.4K -402 -5%
USCWA
1068
U.S. Capital Wealth Advisors
Texas
$368K +$75.8K +1,747 +26%
FNFDCM
1069
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K +$30.4K +700 +9%
MIA
1070
MainStreet Investment Advisors
Illinois
$368K -$17.1K -395 -4%
ES
1071
Eagle Strategies
New York
$367K -$2.08K -48 -0.6%
CRI
1072
Colonial River Investments
Virginia
$366K -$2.34K -54 -0.6%
Fisher Asset Management
1073
Fisher Asset Management
Washington
$366K +$18.9K +436 +5%
LIA
1074
LBMC Investment Advisors
Tennessee
$365K +$13.8K +317 +4%
WBC
1075
Westpac Banking Corp
Australia
$364K – – –
41 42
43
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