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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 %
KFGG
751
Keystone Financial Group (Georgia)
Georgia
$917K +$917K +21,133 New
Vontobel Holding
752
Vontobel Holding
Switzerland
$914K -$54.1K -1,247 -6%
CAAS
753
Capital Asset Advisory Services
Michigan
$914K +$44 +1 +0%
CIA
754
Compass Ion Advisors
Pennsylvania
$911K -$1.06M -24,343 -54%
PCC
755
Park Circle Company
Maryland
$908K – – –
MYAM
756
Meiji Yasuda Asset Management
Japan
$901K -$1M -23,087 -53%
LGA
757
Lebenthal Global Advisors
New York
$899K +$35.2K +812 +4%
LIM
758
Leavell Investment Management
Alabama
$896K +$38.4K +886 +4%
SPC
759
Sigma Planning Corp
Michigan
$895K +$6.81K +157 +0.8%
CA
760
Cornerstone Advisors
North Carolina
$894K – – –
AG
761
Ascent Group
Virginia
$893K +$679K +15,660 +318%
MIH
762
Meitav Investment House
Israel
$892K +$120K +2,762 +16%
CA
763
Cornerstone Advisory
Maryland
$891K -$36K -769 -4%
NC
764
NewSquare Capital
Pennsylvania
$891K +$3.56K +82 +0.4%
BW
765
BIP Wealth
Georgia
$890K +$523K +12,052 +142%
PT
766
Plimoth Trust
Massachusetts
$890K -$29.3K -675 -3%
CA
767
Carson Advisory
Georgia
$880K -$2.13K -49 -0.2%
LCWP
768
Legacy Capital Wealth Partners
Arkansas
$868K -$954K -21,981 -52%
JFG
769
Jefferies Financial Group
New York
$868K +$868K +20,000 New
CNTOF
770
Canandaigua National Trust of Florida
New York
$865K – – –
SAM
771
Smartleaf Asset Management
Massachusetts
$865K +$74.8K +1,724 +9%
BBHC
772
Brown Brothers Harriman & Co
New York
$851K -$17.8K -410 -2%
GWA
773
Gratus Wealth Advisors
Virginia
$847K -$46.2K -1,064 -5%
TIA
774
Trust Investment Advisors
Indiana
$841K -$239K -5,517 -22%
MCWS
775
McKinley Carter Wealth Services
West Virginia
$840K -$45.9K -1,058 -5%
29 30
31
32 33