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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 %
APWM
1276
Anchor Pointe Wealth Management
Missouri
$215K +$215K +4,960 New
ILI
1277
Invesco LLC (Illinois)
Illinois
$214K -$28.2K -649 -12%
VWA
1278
VSM Wealth Advisory
Maryland
$214K +$214K +4,930 New
TA
1279
TrueWealth Advisors
Alabama
$213K +$2.3K +53 +1%
WWM
1280
Western Wealth Management
Colorado
$213K -$8.16K -188 -4%
LA
1281
LexAurum Advisors
Kansas
$213K -$95.1K -2,192 -31%
HTIM
1282
Harbour Trust & Investment Management
Indiana
$213K -$12.9K -298 -6%
AFP
1283
Ausdal Financial Partners
Iowa
$212K +$212K +4,888 New
NG
1284
Norden Group
Utah
$212K +$212K +4,876 New
ACA
1285
American Capital Advisory
Idaho
$212K – – –
HFRG
1286
Houlihan Financial Resource Group
Virginia
$211K – – –
EB
1287
Eastern Bank
Massachusetts
$211K +$16.5K +381 +9%
FCP
1288
Fidelis Capital Partners
Florida
$210K +$210K +4,479 New
FAT
1289
First American Trust
California
$210K -$25.7K -592 -11%
AFGAS
1290
Allegiance Financial Group Advisory Services
Virginia
$209K +$3.6K +83 +2%
AA
1291
AlphaMark Advisors
Kentucky
$209K +$1.04K +24 +0.5%
TFF
1292
The Family Firm
Maryland
$206K +$738 +17 +0.4%
LI
1293
Lafayette Investments
Maryland
$205K -$135K -3,118 -40%
SIS
1294
Sound Income Strategies
Florida
$204K -$2.86K -66 -1%
TFS
1295
Thoroughbred Financial Services
Tennessee
$204K -$12.8K -296 -6%
AW
1296
Alaethes Wealth
Nevada
$204K – – –
CCAM
1297
Cascades Capital Asset Management
North Carolina
$203K +$203K +4,684 New
PMG
1298
ProVise Management Group
Florida
$203K -$2.52K -58 -1%
FA
1299
Faithward Advisors
Pennsylvania
$202K +$202K +4,665 New
GS
1300
GWN Securities
Florida
$202K +$202K +4,314 New
50 51
52
53 54