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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 %
UCMOK
351
United Capital Management of KS
Kansas
$5.17M +$139K +3,381 +3%
LIM
352
Loudon Investment Management
New Hampshire
$5.16M +$104K +2,519 +2%
CTA
353
Chesley Taft & Associates
Illinois
$5.11M -$15.2K -370 -0.3%
WCM
354
Whitener Capital Management
North Carolina
$4.97M -$110K -2,672 -2%
SCM
355
Shelton Capital Management
Colorado
$4.94M -$350K -8,516 -7%
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.93M +$721K +17,529 +17%
GW
357
Griffith & Werner
Georgia
$4.92M +$656K +15,949 +15%
Focus Partners Wealth
358
Focus Partners Wealth
Massachusetts
$4.92M -$965K -23,446 -16%
RIM
359
Rakuten Investment Management
Japan
$4.88M +$4.88M +120,598 New
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$4.81M -$129K -3,130 -3%
AssetMark Inc
361
AssetMark Inc
California
$4.72M +$942K +22,900 +25%
CCB
362
Country Club Bank
Missouri
$4.7M +$2.86M +70,612 +155%
BCCM
363
Bridge Creek Capital Management
Massachusetts
$4.67M -$140K -3,397 -3%
OPERF
364
Oregon Public Employees Retirement Fund
Oregon
$4.65M -$30K -730 -0.6%
WP
365
Woodline Partners
California
$4.57M +$1.29M +31,454 +39%
Grantham, Mayo, Van Otterloo & Co (GMO)
366
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.56M +$3.62M +87,896 +383%
AI
367
Atom Investors
Texas
$4.56M -$1.91M -46,297 -29%
Allianz Asset Management
368
Allianz Asset Management
Germany
$4.56M +$208K +5,062 +5%
DIA
369
Dana Investment Advisors
Wisconsin
$4.5M -$1.08M -26,218 -19%
TC
370
TownSquare Capital
Utah
$4.43M +$271K +6,591 +7%
FCBT
371
First Citizens Bank & Trust
North Carolina
$4.42M +$14.1K +343 +0.3%
KCM
372
Kempner Capital Management
Texas
$4.39M – – –
SAM
373
Sompo Asset Management
Japan
$4.38M +$411 +10 +0%
GAM
374
Griffin Asset Management
New York
$4.38M -$178K -4,322 -4%
PP
375
Patten & Patten
Tennessee
$4.38M -$131K -3,186 -3%
13 14
15
16 17