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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 %
LF
1201
Lantz Financial
Illinois
$257K +$7.98K +184 +3%
KFC
1202
Klingenstein Fields & Co
New York
$256K – – –
GAM
1203
Generali Asset Management
Italy
$256K +$256K +5,895 New
RPA
1204
Rock Point Advisors
Vermont
$255K – – –
TFA
1205
Transamerica Financial Advisors
Florida
$254K -$3.48K -80 -1%
FTC
1206
Farmers Trust Company
Ohio
$253K -$23.9K -550 -9%
DOA
1207
D'Orazio & Associates
Virginia
$252K +$1.56K +36 +0.6%
CAL
1208
Capital Analysts LLC
Pennsylvania
$252K +$52.7K +1,216 +26%
AAS
1209
Ameritas Advisory Services
Nebraska
$251K +$251K +5,795 New
LC
1210
Lindbrook Capital
California
$251K +$2.95K +68 +1%
WA
1211
Waddell & Associates
Tennessee
$251K +$1.04K +24 +0.4%
CA
1212
Calton & Associates
Florida
$250K -$174 -4 -0.1%
Capstone Investment Advisors
1213
Capstone Investment Advisors
New York
$250K +$6.46K +149 +3%
BWM
1214
Baron Wealth Management
Michigan
$248K -$260 -6 -0.1%
GVAG
1215
Great Valley Advisor Group
Delaware
$248K -$22.6K -520 -8%
TC
1216
TAGStone Capital
North Carolina
$248K +$248K +5,725 New
TW
1217
Traveka Wealth
California
$247K -$521 -12 -0.2%
ATPW
1218
Ashton Thomas Private Wealth
Arizona
$247K +$247K +5,697 New
CP
1219
Castleview Partners
Texas
$245K +$23K +531 +10%
RWM
1220
Ritholtz Wealth Management
New York
$244K +$244K +5,628 New
TPI
1221
Trust Point Inc
Wisconsin
$244K +$2.04K +47 +0.8%
STA
1222
Smith Thornton Advisors
Alabama
$243K -$7.51K -173 -3%
SHWM
1223
Smith & Howard Wealth Management
Georgia
$242K -$387K -8,911 -62%
SAG
1224
SageView Advisory Group
California
$240K +$240K +5,528 New
FCA
1225
Fortis Capital Advisors
Kansas
$239K -$442K -9,935 -65%
47 48
49
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