TFC icon

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 %
CIM
1151
Cambria Investment Management
California
$290K +$290K +6,678 New
ECM
1152
Eisler Capital Management
United Kingdom
$289K +$289K +6,671 New
WWM
1153
Wagner Wealth Management
South Carolina
$289K -$1.95K -45 -0.7%
AWAG
1154
ARS Wealth Advisors Group
Florida
$288K +$14K +322 +5%
CAM
1155
Councilmark Asset Management
Tennessee
$288K – – –
HL
1156
HeadInvest LLC
Maine
$288K -$114K -2,622 -28%
1W
1157
1776 Wealth
Georgia
$286K -$169K -3,900 -37%
SAM
1158
Secure Asset Management
Michigan
$285K -$7.51K -173 -3%
PIP
1159
Peachtree Investment Partners
Florida
$284K -$7.59K -175 -3%
GA
1160
Geller Advisors
New York
$284K +$6.77K +156 +2%
QWP
1161
Quotient Wealth Partners
Texas
$283K -$9.67K -223 -3%
CH
1162
Canton Hathaway
Rhode Island
$283K – – –
FLI
1163
Family Legacy Inc
South Carolina
$283K – – –
TFO
1164
Timonier Family Office
North Carolina
$282K +$282K +6,492 New
KA
1165
Kovack Advisors
Florida
$281K -$14.2K -327 -5%
WA
1166
WBH Advisory
Maryland
$277K -$31.6K -729 -10%
CI
1167
Conning Inc
Connecticut
$276K -$56.8K -1,310 -17%
BA
1168
Bristlecone Advisors
Washington
$275K -$91.1K -2,101 -25%
IAN
1169
Integrated Advisors Network
Texas
$274K +$12.6K +291 +5%
GBT
1170
Grove Bank & Trust
Florida
$274K +$37.7K +868 +16%
TCA
1171
Transcend Capital Advisors
New Jersey
$273K -$2.65K -61 -1%
AC
1172
Avestar Capital
New York
$273K +$10.8K +250 +4%
AWM
1173
Avior Wealth Management
Nebraska
$273K +$80.5K +1,855 +42%
SIG
1174
Stonegate Investment Group
Alabama
$272K +$63.9K +1,473 +31%
PMSA
1175
Patrick M. Sweeney & Associates
Illinois
$271K +$43 +1 +0%
45 46
47
48 49