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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 %
1SB
1101
1ST Source Bank
Indiana
$336K +$55.2K +1,272 +20%
HIGP
1102
Hill Investment Group Partners
Missouri
$336K +$6.03K +139 +2%
AWA
1103
Aaron Wealth Advisors
Illinois
$335K +$9.85K +227 +3%
AF
1104
Aldebaran Financial
$334K +$27K +623 +9%
MFC
1105
Morris Financial Concepts
South Carolina
$334K – – –
CFGW
1106
Chancellor Financial Group WB
Pennsylvania
$329K +$329K +7,577 New
PCS
1107
Personal CFO Solutions
New Jersey
$326K +$4.08K +94 +1%
HTC
1108
Haverford Trust Company
Pennsylvania
$325K -$223K -5,140 -41%
PCA
1109
Prosperity Capital Advisors
Ohio
$325K -$194K -4,469 -37%
PPC
1110
Park Place Capital
Alabama
$324K -$130K -3,003 -29%
WA
1111
Whipplewood Advisors
Colorado
$323K +$323K +7,451 New
CW
1112
CreativeOne Wealth
Kansas
$322K -$278K -6,404 -46%
SSW
1113
Stone Summit Wealth
Florida
$321K – – –
HIP
1114
HUB Investment Partners
Texas
$321K +$321K +7,391 New
BWM
1115
BankPlus Wealth Management
Mississippi
$320K +$320K +7,378 New
FTUS
1116
Flow Traders U.S.
New York
$320K +$320K +7,370 New
AAP
1117
Arax Advisory Partners
Colorado
$319K +$165K +3,801 +107%
CI Investments Inc
1118
CI Investments Inc
Ontario, Canada
$319K +$79K +1,822 +33%
BHPW
1119
Beverly Hills Private Wealth
California
$318K -$9.93K -229 -3%
LI
1120
LifeWealth Investments
Florida
$318K +$318K +7,323 New
HCP
1121
Hexagon Capital Partners
Arkansas
$317K -$434 -10 -0.1%
TI
1122
tru Independence
Oregon
$317K +$2K +46 +0.6%
AWM
1123
Aegis Wealth Management
Maryland
$316K +$316K +7,277 New
BPW
1124
Bingham Private Wealth
California
$315K +$315K +7,267 New
DWP
1125
Daymark Wealth Partners
Ohio
$314K +$13.2K +305 +4%
43 44
45
46 47