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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 %
POIA
1401
Pin Oak Investment Advisors
Texas
$46K – – –
WPA
1402
West Paces Advisors
Georgia
$45.9K -$781 -18 -2%
AWM
1403
Abound Wealth Management
Tennessee
$45.1K +$4.86K +112 +12%
CW
1404
Curio Wealth
Maryland
$45K +$45K +1,037 New
CAS
1405
Coppell Advisory Solutions
Texas
$43.2K -$6.42K -148 -13%
WCM
1406
Winthrop Capital Management
Indiana
$40K – – –
CCA
1407
Criterion Capital Advisors
Tennessee
$39.8K – – –
KWAG
1408
Kiely Wealth Advisory Group
North Carolina
$37.9K – – –
MTIC
1409
Missouri Trust & Investment Company
Missouri
$37K – – –
HWM
1410
Horizons Wealth Management
North Carolina
$37K – – –
RA
1411
Rise Advisors
New York
$37K +$390 +9 +1%
EDRH
1412
Edmond de Rothschild Holding
Switzerland
$36.3K – – –
HWM
1413
Hemington Wealth Management
Virginia
$36K +$5.34K +126 +17%
LP
1414
LMR Partners
United Kingdom
$35.2K +$34.4K +792 +3,960%
S
1415
Sachetta
Massachusetts
$34.9K -$651 -15 -2%
EC
1416
Elequin Capital
New York
$34.7K -$43.4K -1,000 -56%
FFO
1417
Fortitude Family Office
Arizona
$33.4K -$3.82K -88 -10%
BC
1418
Bayforest Capital
United Kingdom
$32.1K +$32.1K +741 New
APW
1419
Atlantic Private Wealth
North Carolina
$31K – – –
WAS
1420
Winch Advisory Services
Wisconsin
$29.5K -$25.7K -593 -47%
FP
1421
Financial Perspectives
Minnesota
$27.6K +$5.68K +131 +26%
VWM
1422
Valley Wealth Managers
New Jersey
$26K – – –
HFS
1423
Hopwood Financial Services
Virginia
$26K +$26K +600 New
FMTCOCP
1424
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
NWM
1425
Navigoe Wealth Management
California
$26K +$26K +600 New
55 56
57
58 59