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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 %
HA
726
Huntleigh Advisors
Missouri
$985K +$985K +22,715 New
MNBTD
727
Moody National Bank Trust Division
Texas
$985K -$30K -692 -3%
SW
728
SVB Wealth
Massachusetts
$984K +$984K +22,687 New
KLCM
729
KG&L Capital Management
Louisiana
$982K -$13K -300 -1%
BTC
730
Bank & Trust Company
Illinois
$967K -$13.4K -310 -1%
MCM
731
Monument Capital Management
Virginia
$967K – – –
Axa
732
Axa
France
$963K -$3.96M -91,353 -80%
MSA
733
Marino Stram & Associates
Massachusetts
$959K +$2.73K +63 +0.3%
FTWA
734
Fifth Third Wealth Advisors
Ohio
$959K +$296K +6,813 +45%
EWM
735
EPG Wealth Management
Georgia
$958K -$8.29K -191 -0.9%
SL
736
Salomon & Ludwin
Virginia
$956K -$83.2K -1,917 -8%
MSA
737
MUFG Securities Americas
New York
$954K +$954K +21,993 New
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$950K -$22.1K -509 -2%
NW
739
NewEdge Wealth
Pennsylvania
$948K +$125K +2,893 +15%
MWM
740
Meridian Wealth Management
Kentucky
$947K +$4.56K +105 +0.5%
WAOTB
741
Wealth Advisors of Tampa Bay
Florida
$946K -$19.1K -440 -2%
DCM
742
Driehaus Capital Management
Illinois
$942K +$280K +6,465 +42%
OC
743
Oakworth Capital
Alabama
$934K -$8.16K -188 -0.9%
SCA
744
STALEY CAPITAL ADVISERS
Pennsylvania
$933K – – –
KRSITF
745
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$932K -$548K -14,686 -37%
GT
746
Glenview Trust
Kentucky
$930K -$209K -4,823 -18%
CCM
747
Coldstream Capital Management
Washington
$926K +$25.6K +591 +3%
SC
748
SouthState Corp
Florida
$923K -$2.95K -68 -0.3%
SFI
749
Siemens Fonds Invest
Germany
$922K +$58.7K +1,354 +7%
AFCM
750
Applied Finance Capital Management
Puerto Rico
$919K +$40.9K +943 +5%
28 29
30
31 32