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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
$3.93B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$454M
3
BlackRock
BlackRock
New York
$4.52B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$842M

Top Sellers

1
ECG
Edge Capital Group
Georgia
$17.2M
2
Dodge & Cox
Dodge & Cox
California
$2.44M
3
Harris Associates
Harris Associates
Illinois
$18M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$88.5M
5
Bank of America
Bank of America
North Carolina
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
1601
Five Oceans Advisors
California
– -$234K -5,469 Closed
OAM
1602
Occidental Asset Management
California
– -$229K -5,350 Closed
SCA
1603
Southern Capital Advisors
Tennessee
– -$224K -5,239 Closed
VCM
1604
Virtue Capital Management
Tennessee
– -$220K -5,140 Closed
SC
1605
Syon Capital
California
– -$217K -5,067 Closed
RCM
1606
Radnor Capital Management
Pennsylvania
– -$216K -5,045 Closed
TVAMP
1607
Tennessee Valley Asset Management Partners
Tennessee
– -$216K -4,991 Closed
HAM
1608
Harmony Asset Management
Arizona
– -$211K -4,940 Closed
EFSCE
1609
Enterprise Financial Services Corp (EFSC)
Missouri
– -$210K -4,921 Closed
WI
1610
WrapManager Inc
California
– -$210K -4,909 Closed
MM
1611
MQS Management
New York
– -$203K -4,752 Closed
BFWM
1612
Bright Futures Wealth Management
New York
– -$202K -4,665 Closed
BWP
1613
Baldwin Wealth Partners
Massachusetts
– -$183K -4,273 Closed
T
1614
TOBAM
France
– -$157K -3,666 Closed
AA
1615
Alta Advisers
United Kingdom
– -$154K -3,600 Closed
CFG
1616
CKW Financial Group
Hawaii
– -$108K -2,600 Closed
QL
1617
Quarry LP
New York
– -$109K -2,551 Closed
IAS
1618
IMA Advisory Services
Colorado
– -$83.9K -1,961 Closed
PCA
1619
Providence Capital Advisors
North Carolina
– -$79.4K -1,857 Closed
MIM
1620
Macroview Investment Management
Maryland
– -$59.5K -1,390 Closed
CPA
1621
Capital Performance Advisors
California
– -$58.5K -1,367 Closed
WPWM
1622
Western Pacific Wealth Management
Illinois
– -$55.6K -1,301 Closed
AF
1623
Arrow Financial
New York
– -$54.5K -1,275 Closed
VAMG
1624
Voisard Asset Management Group
Michigan
– -$52K -1,215 Closed
ATS
1625
Ashton Thomas Securities
New York
– -$45.4K -1,062 Closed
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