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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 %
NL
1076
NWAM LLC
Washington
$364K +$11.4K +263 +3%
TT
1077
TI-Trust
Illinois
$361K – – –
CWS
1078
Cypress Wealth Services
California
$361K -$4.08K -94 -1%
CI
1079
CX Institutional
Indiana
$360K -$18.6K -428 -5%
CIM
1080
CIM Investment Management
Pennsylvania
$357K +$1.35K +31 +0.4%
DWT
1081
Dorsey & Whitney Trust
South Dakota
$357K -$185K -4,275 -34%
IA
1082
IFP Advisors
Florida
$357K +$52.5K +1,211 +17%
CAAM
1083
Cornerstone Advisors Asset Management
Pennsylvania
$356K – – –
FGWP
1084
Founders Grove Wealth Partners
Virginia
$356K +$356K +8,198 New
APG
1085
Abacus Planning Group
South Carolina
$354K – – –
NHT
1086
New Hampshire Trust
New Hampshire
$353K +$6.33K +146 +2%
IFWM
1087
Institute for Wealth Management
Colorado
$353K – – –
BA
1088
Ballew Advisors
Mississippi
$352K -$45.7K -1,059 -11%
SCM
1089
Sterling Capital Management
North Carolina
$350K -$87.3K -2,013 -20%
FAM
1090
Formidable Asset Management
Ohio
$350K – – –
TWPM
1091
Total Wealth Planning & Management
Florida
$349K +$349K +8,036 New
NA
1092
Novus Advisors
South Carolina
$349K +$349K +8,035 New
CC
1093
Centiva Capital
New York
$348K -$725K -16,717 -68%
CLOS
1094
Compagnie Lombard Odier SCmA
Switzerland
$347K – – –
AWF
1095
Alpha Wealth Funds
Utah
$347K +$347K +8,000 New
SC
1096
Scotia Capital
Ontario, Canada
$345K +$824 +19 +0.2%
TFA
1097
Toth Financial Advisory
Virginia
$341K +$52.6K +1,213 +18%
BCM
1098
Birmingham Capital Management
Alabama
$341K – – –
FWM
1099
ForthRight Wealth Management
Georgia
$338K -$71.9K -1,658 -18%
MW
1100
MBL Wealth
North Carolina
$336K +$21K +483 +7%
42 43
44
45 46