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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 %
KTC
576
Kentucky Trust Company
Kentucky
$1.74M +$1.74M +40,145 New
DAM
577
Diamant Asset Management
Connecticut
$1.73M +$147K +3,390 +9%
LFA
578
Legacy Financial Advisors
Kentucky
$1.72M -$2M -46,136 -54%
GT
579
Glenmede Trust
Pennsylvania
$1.72M -$242K -5,581 -12%
CIA
580
Capital Investment Advisors
Georgia
$1.71M +$28.5K +656 +2%
KFP
581
KMG Fiduciary Partners
Ohio
$1.71M +$1.71M +39,385 New
PAS
582
Point72 Asia (Singapore)
Singapore
$1.7M +$1.7M +39,232 New
IBOK
583
Independence Bank of Kentucky
Kentucky
$1.7M +$153K +3,518 +10%
IA
584
Icon Advisers
Colorado
$1.7M – – –
BI
585
Ballast Inc
Kentucky
$1.69M -$88.6K -2,043 -5%
MFG
586
Merit Financial Group
Georgia
$1.69M +$1.1M +25,323 +185%
CBT
587
Crews Bank & Trust
Florida
$1.68M +$1.68M +38,656 New
KA
588
Kintegral Advisory
New York
$1.67M -$77.8K -1,793 -4%
CG
589
Caprock Group
Idaho
$1.67M -$17.6K -406 -1%
BTI
590
Blue Trust Inc
Georgia
$1.66M +$159K +3,659 +11%
MIP
591
Marietta Investment Partners
Wisconsin
$1.65M +$709K +16,333 +75%
NAG
592
Northstar Advisory Group
New Jersey
$1.65M +$199K +4,593 +14%
MA
593
Mutual Advisors
Nebraska
$1.64M +$230K +5,103 +16%
BFG
594
Bleakley Financial Group
New Jersey
$1.64M +$42.9K +988 +3%
NRS
595
Neville Rodie & Shaw
New York
$1.63M +$247K +5,695 +18%
OHWP
596
Oak Harbor Wealth Partners
North Carolina
$1.62M -$53.2K -1,226 -3%
SCA
597
Stonebridge Capital Advisors
Minnesota
$1.6M -$380K -8,751 -19%
TMAM
598
Tokio Marine Asset Management
Japan
$1.6M +$52.4K +1,208 +3%
PFS
599
Physicians Financial Services
North Carolina
$1.6M +$13K +300 +0.8%
JSSH
600
J. Safra Sarasin Holding
$1.6M -$207K -4,768 -11%
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