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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 %
MEG
1351
Millstone Evans Group
Colorado
$108K +$108K +2,483 New
CCM
1352
Chilton Capital Management
Texas
$106K -$3.51K -81 -3%
CWM
1353
Cranbrook Wealth Management
Michigan
$105K – – –
PG
1354
Proffitt & Goodson
Tennessee
$105K -$7.42K -171 -7%
SS
1355
SBI Securities
Japan
$104K +$104K +2,403 New
PIS
1356
POM Investment Strategies
North Carolina
$104K +$56.4K +1,301 +119%
ETC
1357
Exchange Traded Concepts
Oklahoma
$103K +$15.8K +364 +18%
CIR
1358
Clear Investment Research
Georgia
$102K -$5.25K -121 -5%
CIAM
1359
Caitong International Asset Management
Hong Kong
$97.6K +$97.6K +2,250 New
SS
1360
Sunbelt Securities
Texas
$95.7K -$29.2K -674 -23%
CCA
1361
Catalyst Capital Advisors
New York
$94.4K -$73.1K -1,684 -44%
SN
1362
Sittner & Nelson
Oregon
$94.4K – – –
GCM
1363
Gables Capital Management
Florida
$94.2K – – –
GSWM
1364
Golden State Wealth Management
California
$94K +$94K +2,167 New
C
1365
Covestor
United Kingdom
$94K +$1.04K +24 +1%
AG
1366
AmeriFlex Group
Nevada
$90.7K +$90.7K +1,905 New
PB
1367
Pinnacle Bancorp
Nebraska
$89.3K -$2.82K -65 -3%
FCAS
1368
First Command Advisory Services
Texas
$88K – – –
ST
1369
Smithfield Trust
Pennsylvania
$86K – – –
SPF
1370
South Plains Financial
Texas
$85.7K +$85.7K +1,975 New
CAL
1371
Capital Advisors Ltd
Ohio
$85K – – –
CT
1372
Clearstead Trust
Maine
$80.1K – – –
LFG
1373
Larson Financial Group
Missouri
$79.9K +$15.5K +358 +24%
BFS
1374
Bare Financial Services
Pennsylvania
$78.6K -$25.6K -590 -25%
RFS
1375
Richardson Financial Services
Massachusetts
$73.5K +$73.5K +1,695 New
53 54
55
56 57