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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 %
RIG
1176
RiverFront Investment Group
Virginia
$270K +$4.77K +110 +2%
CSWM
1177
Cassady Schiller Wealth Management
Ohio
$270K +$2.17K +50 +0.8%
PWP
1178
Phillips Wealth Planners
Mississippi
$270K -$1.63K -38 -0.6%
LF
1179
LifePlan Financial
Minnesota
$269K -$12K -277 -4%
RS
1180
Rakuten Securities
Japan
$268K -$14.6K -336 -5%
NWWA
1181
New Wave Wealth Advisors
Arkansas
$268K -$16.1K -372 -6%
1IA
1182
1620 Investment Advisors
Massachusetts
$267K -$5.38K -124 -2%
S
1183
Sunpointe
Missouri
$267K +$2.13K +49 +0.8%
FH
1184
FWG Holdings
Florida
$267K +$11K +234 +4%
CS
1185
Capital Square
Tennessee
$266K +$2.49K +53 +0.9%
ACM
1186
Altrius Capital Management
North Carolina
$266K +$43 +1 +0%
GSEP
1187
Golden State Equity Partners
California
$266K -$118K -2,715 -31%
UCB
1188
United Community Bank
South Carolina
$265K -$9.76K -225 -4%
AWM
1189
Avaii Wealth Management
Wisconsin
$265K -$5.64K -130 -2%
GM
1190
GeoWealth Management
Illinois
$264K -$12.5K -288 -5%
FA
1191
FDx Advisors
Illinois
$263K -$15.7K -361 -6%
RMDI
1192
R.M. Davis Inc
Maine
$262K +$45K +1,038 +21%
AFW
1193
Avantra Family Wealth
Pennsylvania
$262K +$262K +6,035 New
MSFS
1194
Main Street Financial Solutions
Pennsylvania
$260K -$6.77K -156 -3%
CFO
1195
CVA Family Office
Colorado
$259K +$15.1K +348 +6%
EWM
1196
Evermay Wealth Management
Virginia
$258K – – –
FFC
1197
Frederick Financial Consultants
Maryland
$258K +$258K +5,951 New
CRC
1198
Curi RMB Capital
Illinois
$258K +$87 +2 +0%
SWIG
1199
Strategic Wealth Investment Group
Kentucky
$258K -$2.73K -63 -1%
EAM
1200
Everstar Asset Management
North Carolina
$257K +$257K +5,920 New
46 47
48
49 50