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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 %
NAMP
1126
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$312K – – –
AWP
1127
Ascent Wealth Partners
New York
$309K -$13.8K -319 -4%
PCMC
1128
Paragon Capital Management (Colorado)
Colorado
$309K -$3.82K -88 -1%
SAMT
1129
Select Asset Management & Trust
Pennsylvania
$308K – – –
AWM
1130
Aprio Wealth Management
Georgia
$307K +$13K +300 +4%
BSTWA
1131
Blake Schutter Theil Wealth Advisors
Ohio
$305K +$1.09K +25 +0.4%
HFM
1132
Harvest Fund Management
China
$304K +$304K +7,015 New
GIP
1133
Greatmark Investment Partners
Georgia
$304K +$57.4K +1,324 +23%
IUHSA
1134
Itau Unibanco Holding S.A.
Brazil
$304K +$304K +7,000 New
PIWA
1135
Prevail Innovative Wealth Advisors
Kansas
$304K +$304K +6,998 New
CF
1136
Convergence Financial
Missouri
$302K -$13.9K -321 -4%
BFO
1137
Biltmore Family Office
North Carolina
$301K – – –
Empower Advisory Group
1138
Empower Advisory Group
Colorado
$301K +$47.4K +1,093 +19%
AWM
1139
Accurate Wealth Management
Florida
$299K -$50.1K -1,171 -14%
CCT
1140
Capital City Trust
Florida
$297K – – –
SWM
1141
Sugarloaf Wealth Management
Georgia
$297K +$56.3K +1,298 +23%
CFP
1142
Catalyst Financial Partners
Massachusetts
$297K +$1.26K +29 +0.4%
FWM
1143
Fonville Wealth Management
Virginia
$297K -$37.9K -873 -11%
KFGK
1144
Keystone Financial Group (Kentucky)
Kentucky
$296K +$957 +22 +0.3%
SC
1145
Sapient Capital
Indiana
$294K – – –
GL
1146
Graypoint LLC
New York
$293K +$23.9K +550 +9%
MFP
1147
Meridian Financial Partners
Virginia
$292K +$8.21K +189 +3%
NP
1148
Nilsine Partners
Colorado
$291K +$57.5K +1,325 +25%
HWA
1149
Heartwood Wealth Advisors
Virginia
$291K – – –
CM
1150
Cornerstone Management
Georgia
$290K +$32.1K +740 +12%
44 45
46
47 48