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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 %
HWP
1476
Highline Wealth Partners
California
$9.8K +$3.17K +73 +48%
AP
1477
Atwood & Palmer
Missouri
$9.76K – – –
IHWM
1478
Iron Horse Wealth Management
Iowa
$9.63K – – –
DF
1479
Dunhill Financial
United Kingdom
$9.47K +$3.61K +83 +61%
SNB
1480
Security National Bank
Nebraska
$9.33K – – –
OCM
1481
Orion Capital Management
California
$9.33K +$9.33K +215 New
BIA
1482
Bell Investment Advisors
California
$9.24K -$5.38K -124 -37%
BHWM
1483
Beaird Harris Wealth Management
Texas
$8.81K – – –
B
1484
Birchbrook
Maine
$8.68K +$8.68K +200 New
WWM
1485
Wolff Wiese Magana
California
$8.46K +$6.73K +155 +388%
PPA
1486
Painted Porch Advisors
California
$8.42K +$8.42K +194 New
PA
1487
PSI Advisors
Florida
$8.16K – – –
OA
1488
Operose Advisors
Wisconsin
$8.03K -$43.2K -995 -84%
AW
1489
Avion Wealth
Texas
$8K +$511 +12 +7%
CIAS
1490
CBIZ Investment Advisory Services
Ohio
$7.7K -$391 -9 -5%
ITIM
1491
Indiana Trust & Investment Management
Indiana
$7.68K +$3.34K +77 +77%
KFI
1492
Key Financial Inc
Pennsylvania
$7.55K – – –
HCM
1493
Hollencrest Capital Management
California
$7.29K – – –
GEA
1494
Glen Eagle Advisors
New Jersey
$7.16K -$4.51K -104 -39%
WA
1495
WPG Advisers
Maryland
$7.03K +$7.03K +162 New
CB
1496
Centennial Bank
Arkansas
$6.98K – – –
ACM
1497
Anfield Capital Management
California
$6.72K – – –
OP
1498
ORG Partners
Indiana
$6.68K – – –
SAM
1499
Synergy Asset Management
Washington
$6.59K +$6.59K +154 New
FGA
1500
Fortis Group Advisors
New Jersey
$6.51K – – –
58 59
60
61 62