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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 %
Nordea Investment Management
376
Nordea Investment Management
Sweden
$4.36M +$16.1K +397 +0.4%
CTA
377
Colonial Trust Advisors
South Carolina
$4.35M +$325K +7,887 +8%
MSU
378
Mizuho Securities USA
New York
$4.34M -$842K -20,452 -16%
MME
379
Meag Munich Ergo
Germany
$4.27M +$4.1M +99,680 +2,462%
PPWP
380
Proquility Private Wealth Partners
Nevada
$4.27M +$164K +3,978 +4%
CA
381
Cullinan Associates
Kentucky
$4.25M -$2.05M -49,802 -33%
MF
382
Magnetar Financial
Illinois
$4.24M -$1.09M -26,532 -20%
Lido Advisors
383
Lido Advisors
California
$4.22M +$1.84M +44,658 +77%
TRSOTSOK
384
Teachers Retirement System of the State of Kentucky
Kentucky
$4.22M +$128K +3,122 +3%
AV
385
ASR Vermogensbeheer
Netherlands
$4.19M +$4.19M +101,882 New
AF
386
Avanza Fonder
Sweden
$4.19M -$4.74K -114 -0.1%
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.17M -$150K -3,655 -3%
NIM
388
NEOS Investment Management
Connecticut
$4.16M +$772K +18,769 +23%
HW
389
Hedeker Wealth
Illinois
$4.15M +$139K +3,372 +3%
CM
390
Caption Management
Oklahoma
$4.14M +$2.16M +52,585 +110%
CIAS
391
Capital Investment Advisory Services
North Carolina
$4.1M -$6.21M -150,896 -60%
FA
392
Fiduciary Alliance
South Carolina
$4.06M +$38.5K +936 +1%
PAA
393
Peregrine Asset Advisers
Oregon
$4.04M +$1.74M +42,377 +76%
WSCM
394
Wellington Shields Capital Management
New York
$4.03M +$698K +16,955 +21%
BCI
395
Brinker Capital Investments
Pennsylvania
$4.03M -$85.7K -2,083 -2%
OPS
396
Orion Portfolio Solutions
Nebraska
$4.03M -$85.7K -2,083 -2%
KeyBank National Association
397
KeyBank National Association
Ohio
$3.97M +$102K +2,480 +3%
CB
398
Commerce Bank
Missouri
$3.84M -$154K -3,737 -4%
VCA
399
Verdence Capital Advisors
Maryland
$3.8M +$213K +5,187 +6%
AWM
400
Axxcess Wealth Management
California
$3.79M +$453K +11,001 +14%
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16
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