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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
20.69%
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 %
DSC
1501
Duncker Streett & Co
Missouri
$6.51K +$6.51K +150 New
M
1502
MOTCO
Texas
$6.46K -$3.21K -74 -33%
SIS
1503
Strategic Investment Solutions
Illinois
$6.04K +$43 +1 +0.7%
PSFG
1504
Park Square Financial Group
Georgia
$5.9K +$5.9K +136 New
HIA
1505
Harbor Investment Advisory
Maryland
$5.68K -$24.5K -565 -81%
AA
1506
Ancora Advisors
Ohio
$5.6K +$2.65K +61 +90%
CPG
1507
Cornerstone Planning Group
New Jersey
$5.48K +$333 +7 +6%
SC
1508
Stance Capital
Massachusetts
$5.42K +$5.42K +125 New
FFC
1509
First Financial Corp
Indiana
$5.21K – – –
MFG
1510
Menard Financial Group
Texas
$5.16K -$789K -18,193 -99%
HFS
1511
Hantz Financial Services
Michigan
$5K -$528 -13 -10%
SIA
1512
Sit Investment Associates
Minnesota
$5K – – –
CWM
1513
Crowley Wealth Management
Delaware
$4.6K +$4.6K +106 New
CAC
1514
Core Alternative Capital
Georgia
$4.51K – – –
GWSG
1515
GPS Wealth Strategies Group
Colorado
$4.34K -$1.17K -27 -21%
PA
1516
Pineridge Advisors
Missouri
$4.34K +$4.34K +100 New
VFM
1517
Vision Financial Markets
Connecticut
$4.34K +$4.34K +100 New
MRP
1518
Measured Risk Portfolios
California
$4.34K +$4.34K +100 New
NL
1519
NVWM LLC
Pennsylvania
$4.1K -$44 -1 -1%
DWM
1520
Darwin Wealth Management
Florida
$4.08K – – –
MFA
1521
McClarren Financial Advisors
Pennsylvania
$4K -$4.26K -113 -52%
CMP
1522
Coston McIsaac & Partners
Maine
$4K – – –
DIP
1523
DT Investment Partners
Pennsylvania
$3.82K – – –
PPWM
1524
PFG Private Wealth Management
Florida
$3.82K -$564 -13 -13%
RL
1525
Rogco LP
Oklahoma
$3.73K – – –
59 60
61
62 63