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Truist Financial
TFC

Overview Fund Activity

1,553 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, 582 increasing their positions, 594 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
+88
Holders Change %
+6.01%
% 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
582
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 %
AIM
1576
Aigen Investment Management
New York
– -$833K -19,473 Closed
CCP
1577
Cunning Capital Partners
North Carolina
– -$748K -17,500 Closed
SWA
1578
Stratos Wealth Advisors
Ohio
– -$689K -16,120 Closed
BW
1579
Bison Wealth
Georgia
– -$585K -13,667 Closed
PHK
1580
Point72 Hong Kong
Hong Kong
– -$511K -11,959 Closed
DFCM
1581
Dark Forest Capital Management
Puerto Rico
– -$473K -11,066 Closed
BFS
1582
Bard Financial Services
Connecticut
– -$470K -11,000 Closed
OTL
1583
Oak Thistle LLC
New York
– -$466K -10,904 Closed
TPW
1584
Transatlantique Private Wealth
New York
– -$448K -10,483 Closed
GGS
1585
Galvin Gaustad & Stein
Arizona
– -$427K -9,995 Closed
BAM
1586
Berkshire Asset Management
Pennsylvania
– -$349K -8,977 Closed
DZ Bank
1587
DZ Bank
Germany
– -$370K -8,650 Closed
MPM
1588
MBB Public Markets
Illinois
– -$354K -8,280 Closed
CPBTD
1589
Central Pacific Bank - Trust Division
Hawaii
– -$351K -8,200 Closed
BFM
1590
Boothbay Fund Management
New York
– -$324K -7,586 Closed
UAG
1591
United Advisor Group
Ohio
– -$320K -7,474 Closed
CBT
1592
Central Bank & Trust
Kentucky
– -$317K -7,423 Closed
OCBCO
1593
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$307K -7,172 Closed
PD
1594
Point72 (DIFC)
United Arab Emirates
– -$301K -7,039 Closed
HOWA
1595
Heritage Oak Wealth Advisors
Florida
– -$280K -6,552 Closed
GIA
1596
Gateway Investment Advisers
Ohio
– -$268K -6,271 Closed
CAM
1597
CenterStar Asset Management
Illinois
– -$261K -6,098 Closed
PWPS
1598
Pinnacle Wealth Planning Services
Ohio
– -$254K -5,928 Closed
LI
1599
LMCG Investments
Massachusetts
– -$236K -5,528 Closed
FOA
1600
Five Oceans Advisors
California
– -$234K -5,469 Closed
62 63
64
65 66