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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 %
MCA
1451
Maryland Capital Advisors
Maryland
$16.1K – – –
PSB
1452
Piscataqua Savings Bank
New Hampshire
$15.6K – – –
RFG
1453
REAP Financial Group
Texas
$15.3K +$781 +18 +5%
HDIM
1454
Hanson & Doremus Investment Management
Vermont
$15K – – –
WB
1455
Webster Bank
Connecticut
$14.8K – – –
VWA
1456
Valued Wealth Advisors
Utah
$14.8K -$434 -10 -3%
JWA
1457
JFS Wealth Advisors
Pennsylvania
$14.1K -$31.9K -736 -69%
OSNBOA
1458
Old Second National Bank of Aurora
Illinois
$14K +$998 +23 +8%
AAG
1459
Armstrong Advisory Group
Massachusetts
$13.9K – – –
SC
1460
Solstein Capital
California
$13.5K – – –
CA
1461
Crewe Advisors
Utah
$13.3K -$16.5K -380 -55%
GXJ
1462
Global X Japan
Japan
$13.1K +$1.08K +25 +9%
TCG
1463
Transcendent Capital Group
Oklahoma
$13K – – –
CT
1464
Coastline Trust
Rhode Island
$13K – – –
OW
1465
Olistico Wealth
Oklahoma
$13K – – –
TC
1466
Truvestments Capital
Florida
$13K +$13K +300 New
AFG
1467
Albion Financial Group
Utah
$12.2K +$12.2K +281 New
SC
1468
Steph & Co
Wisconsin
$12.1K -$5.73K -132 -32%
BOJHT
1469
Bank of Jackson Hole Trust
Wyoming
$11.7K +$11.7K +270 New
SIC
1470
SJS Investment Consulting
Ohio
$11.6K -$8.16K -188 -41%
MSWM
1471
Mowery & Schoenfeld Wealth Management
Illinois
$11K +$11K +254 New
WWP
1472
WR Wealth Planners
Missouri
$10.9K -$217 -5 -2%
BFPW
1473
BOK Financial Private Wealth
Colorado
$10.8K +$6.81K +157 +169%
T
1474
Transce3nd
Texas
$10.7K +$10.7K +246 New
PMFA
1475
Plante Moran Financial Advisors
Michigan
$9.93K -$954 -22 -9%
57 58
59
60 61