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Truist Financial
TFC

Overview Fund Activity

1,539 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 623 increasing their positions, 589 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-15
Holders Change %
-0.97%
% of All Funds
20.9%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.18%
New
118
Increased
623
Reduced
589
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$578M
2
Victory Capital Management
Victory Capital Management
Texas
+$247M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$501M
2
BlackRock
BlackRock
New York
-$201M
3
Marshall Wace
Marshall Wace
United Kingdom
-$118M
4
ACL
Azora Capital LP
Florida
-$90.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPG
326
Harvest Portfolios Group
Ontario, Canada
$6.04M +$480K +11,672 +9%
PPW
327
Parcion Private Wealth
Washington
$6.01M +$167K +4,050 +3%
CIA
328
Concurrent Investment Advisors
Florida
$5.93M +$486K +11,805 +9%
FM
329
Freemont Management
Switzerland
$5.91M +$1.1M +26,700 +23%
JPWM
330
Jamison Private Wealth Management
Georgia
$5.88M +$16.6K +404 +0.3%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$5.84M -$124K -3,541 -2%
Los Angeles Capital Management
332
Los Angeles Capital Management
California
$5.81M -$797K -19,376 -12%
OC
333
Oppenheimer & Co
New York
$5.69M +$123K +2,986 +2%
ABC
334
Associated Banc-Corp
Wisconsin
$5.69M -$135K -3,288 -2%
Bank of Nova Scotia
335
Bank of Nova Scotia
Ontario, Canada
$5.67M -$18M -436,909 -76%
CWG
336
Cornerstone Wealth Group
North Carolina
$5.66M +$477K +11,591 +9%
EF
337
Empowered Funds
Pennsylvania
$5.65M +$1.41M +34,228 +33%
HWM
338
HB Wealth Management
Georgia
$5.64M +$721K +17,514 +15%
PFP
339
Pinnacle Financial Partners
Tennessee
$5.53M +$1.96M +47,717 +55%
AAIS
340
ABN AMRO Investment Solutions
$5.53M +$1.61M +39,170 +41%
DWM
341
Dakota Wealth Management
Florida
$5.49M -$743K -18,046 -12%
PI
342
PGGM Investments
Netherlands
$5.47M +$1.77M +42,944 +48%
TPSF
343
Texas Permanent School Fund
Texas
$5.45M +$5.45M +142,094 New
SI
344
Stephens Inc
Arkansas
$5.42M +$68.3K +1,659 +1%
HCM
345
Huber Capital Management
California
$5.41M -$2.06M -50,000 -28%
AI
346
Atria Investments
North Carolina
$5.38M -$124K -3,004 -2%
VPIM
347
Vanguard Personalized Indexing Management
California
$5.38M +$363K +8,825 +7%
LG
348
LaFleur & Godfrey
Michigan
$5.32M +$872K +21,202 +20%
BA
349
Baugh & Associates
Georgia
$5.32M -$20.1K -510 -0.4%
CL
350
Choreo LLC
Illinois
$5.3M -$513K -12,463 -9%
12 13
14
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