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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 %
XF
401
XML Financial
Maryland
$3.78M -$236K -5,729 -6%
WG
402
Wealth Group
North Carolina
$3.77M +$124K +3,007 +3%
ISB
403
Iowa State Bank
Iowa
$3.76M +$66.5K +1,617 +2%
KRS
404
Kentucky Retirement Systems
Kentucky
$3.75M -$36.3K -881 -1%
QCM
405
Qsemble Capital Management
New York
$3.72M +$3.72M +90,416 New
UBG
406
United Bank (Georgia)
Georgia
$3.71M +$591K +14,366 +19%
CA
407
Clearstead Advisors
Ohio
$3.71M -$33.2K -808 -0.9%
ITC
408
Inspire Trust Company
Nevada
$3.7M +$329K +8,000 +10%
SW
409
SteelPeak Wealth
California
$3.7M +$476K +11,564 +15%
GWMIA
410
Global Wealth Management Investment Advisory
Florida
$3.69M +$322K +7,837 +10%
SWMG
411
Signature Wealth Management Group
Georgia
$3.68M +$56K +1,362 +2%
SFA
412
Semmax Financial Advisors
North Carolina
$3.65M +$269K +6,890 +8%
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$3.64M -$1.7M -41,399 -32%
KPWS
414
Kestra Private Wealth Services
Texas
$3.53M +$187K +4,553 +6%
AIS
415
AM Investment Strategies
Tennessee
$3.52M +$1.89K +46 +0.1%
NAAA
416
New Age Alpha Advisors
New York
$3.51M -$486K -11,813 -12%
IC
417
IEQ Capital
California
$3.5M -$1.27M -30,972 -27%
SG
418
StoneX Group
New York
$3.47M +$126K +3,054 +4%
VanEck Associates
419
VanEck Associates
New York
$3.46M +$419K +10,194 +14%
CB
420
Community Bank
New York
$3.46M +$52.8K +1,284 +2%
ET
421
Equitable Trust
Tennessee
$3.46M -$309K -7,498 -8%
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$3.45M -$617K -14,997 -15%
HT
423
HAP Trading
New York
$3.44M +$604K +14,688 +21%
PAG
424
Private Advisor Group
New Jersey
$3.41M -$66.9K -1,626 -2%
HCM
425
Hengehold Capital Management
Ohio
$3.4M +$73.1K +1,777 +2%
15 16
17
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