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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 %
MLA
901
My Legacy Advisors
Oregon
$606K +$84.5K +1,862 +16%
NGA
902
Naples Global Advisors
Florida
$605K -$1.13K -26 -0.2%
WC
903
Westhampton Capital
North Carolina
$604K -$90.9K -2,095 -13%
GWANC
904
Guardian Wealth Advisors (North Carolina)
North Carolina
$600K -$46.3K -1,067 -7%
FG
905
Fiduciary Group
Georgia
$595K -$5.68K -131 -0.9%
GT
906
Greenleaf Trust
Michigan
$594K +$26K +600 +5%
RBI
907
Raiffeisen Bank International
Austria
$594K +$594K +13,693 New
PIFP
908
Partners in Financial Planning
Virginia
$593K – – –
CI
909
Cigna Investments
Connecticut
$593K -$6.5K -150 -1%
MCM
910
MAI Capital Management
Ohio
$593K -$64.2K -1,481 -10%
IMRF
911
Illinois Municipal Retirement Fund
Illinois
$590K – – –
PH
912
Pinnacle Holdings
Oklahoma
$586K – – –
SWP
913
Sagespring Wealth Partners
Tennessee
$585K +$585K +13,482 New
FT
914
Fiduciary Trust
Massachusetts
$585K +$195K +4,487 +50%
AIC
915
Archer Investment Corporation
Indiana
$582K – – –
DWAM
916
Duncan Williams Asset Management
Tennessee
$579K -$51.9K -1,197 -8%
QT
917
Quantbot Technologies
New York
$577K -$5.61M -129,286 -91%
JIC
918
Johnson Investment Counsel
Ohio
$576K +$245K +5,650 +74%
SACTSONJ
919
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$569K – – –
VAS
920
Vestmark Advisory Solutions
Massachusetts
$569K +$343K +7,918 +152%
PCG
921
Prosperity Consulting Group
Maryland
$565K +$339K +7,814 +150%
WAAG
922
Wealth Alliance Advisory Group
Kansas
$564K – – –
CCA
923
Checchi Capital Advisers
California
$564K +$18.4K +424 +3%
AT
924
Avalon Trust
New Mexico
$564K – – –
NP
925
NorthRock Partners
Minnesota
$562K +$4.86K +112 +0.9%
35 36
37
38 39