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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 %
SAW
1226
Signal Advisors Wealth
Michigan
$239K +$239K +5,507 New
HNWAG
1227
High Net Worth Advisory Group
Florida
$238K – – –
CTC
1228
Central Trust Company
Missouri
$238K -$8.07K -186 -3%
LWA
1229
Lantern Wealth Advisors
New York
$237K +$17.9K +412 +8%
MG
1230
Mather Group
Illinois
$237K +$2K +46 +0.8%
MWA
1231
Muirfield Wealth Advisors
North Carolina
$237K +$2.56K +59 +1%
SQA
1232
Simon Quick Advisors
New Jersey
$237K +$30.2K +697 +15%
AA
1233
Advisory Alpha
Michigan
$237K -$4.99K -115 -2%
FWCM
1234
Ferguson Wellman Capital Management
Oregon
$237K +$12.8K +294 +6%
UFF
1235
USA Financial Formulas
Michigan
$236K -$3.9K -90 -2%
TW
1236
TritonPoint Wealth
Maryland
$236K -$94.2K -2,171 -29%
CHP
1237
Cable Hill Partners
Oregon
$236K -$36K -829 -13%
CWMS
1238
Cannon Wealth Management Services
North Carolina
$235K -$28.6K -610 -11%
TF
1239
Tompkins Financial
New York
$235K +$97.2K +2,241 +71%
AF
1240
Apexium Financial
Texas
$234K +$20K +460 +9%
NLP
1241
Next Level Private
New York
$234K +$2.47K +57 +1%
MPIA
1242
Mountain Pacific Investment Advisers
Idaho
$233K – – –
CG
1243
CFO4Life Group
Texas
$233K -$2.08K -48 -0.9%
CIA
1244
Cape Investment Advisory
Georgia
$232K +$1.56K +36 +0.7%
CPIG
1245
Chicago Partners Investment Group
Illinois
$232K +$5.36K +122 +2%
SHFA
1246
SC&H Financial Advisors
Maryland
$231K – – –
BWP
1247
Balboa Wealth Partners
Arizona
$231K +$231K +5,324 New
AAM
1248
Augustine Asset Management
Florida
$231K -$10.6K -244 -4%
TS
1249
TradeWell Securities
Indiana
$230K +$230K +5,311 New
FFWM
1250
Future Financial Wealth Management
Ohio
$230K – – –
48 49
50
51 52