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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 %
PWMG
1426
Prestige Wealth Management Group
New Jersey
$25.1K – – –
SC
1427
Swan Capital
Florida
$24.7K – – –
PFSC
1428
Peoples Financial Services Corp
Pennsylvania
$24.6K – – –
BSB
1429
Bangor Savings Bank
Maine
$24.6K +$11.8K +272 +93%
SO
1430
Sierra Ocean
California
$23.8K +$23.8K +547 New
MHR
1431
Matthew Hamilton Rosenberg
$23.3K – – –
AWM
1432
AllSquare Wealth Management
New York
$22.3K – – –
RAM
1433
Ramirez Asset Management
New York
$21.7K – – –
AFM
1434
Aspetuck Financial Management
Connecticut
$21.7K +$21.7K +500 New
VWWMG
1435
Vermillion & White Wealth Management Group
Pennsylvania
$21.6K – – –
JFGIW
1436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.9K +$5.05K +106 +34%
GFPC
1437
Global Financial Private Client
Florida
$18.9K +$1.04K +24 +6%
CWM
1438
Centricity Wealth Management
Ohio
$18.7K +$18.7K +431 New
Kayne Anderson Rudnick Investment Management
1439
Kayne Anderson Rudnick Investment Management
California
$18.7K +$14.6K +336 +357%
ME
1440
McIlrath & Eck
Washington
$18.5K – – –
MAS
1441
MPWM Advisory Solutions
Georgia
$17.8K +$17.8K +411 New
MBFW
1442
Morton Brown Family Wealth
Pennsylvania
$17.8K +$130 +3 +0.7%
MAM
1443
Meeder Asset Management
Ohio
$17.6K -$1.13K -26 -6%
FG
1444
Fairman Group
Pennsylvania
$17K -$825 -19 -5%
FWA
1445
FSC Wealth Advisors
New York
$17K -$521 -12 -3%
MMG
1446
Monetary Management Group
Missouri
$16.8K – – –
RWPA
1447
Richard W. Paul & Associates
Michigan
$16.5K +$43 +1 +0.3%
LWA
1448
Lowe Wealth Advisors
Maryland
$16.4K +$15.1K +347 +1,157%
AP
1449
Aspect Partners
Virginia
$16.3K – – –
HNW
1450
High Note Wealth
Minnesota
$16.2K +$16.2K +373 New
56 57
58
59 60