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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
20.91%
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 %
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$228M +$135M +3,291,338 +147%
HighTower Advisors
27
HighTower Advisors
Illinois
$190M +$20M +485,745 +12%
Truist Financial
28
Truist Financial
North Carolina
$189M +$999K +24,277 +0.5%
CCM
29
Cullen Capital Management
New York
$184M -$4.56M -110,694 -2%
Raymond James Financial
30
Raymond James Financial
Florida
$182M -$5.88M -142,898 -3%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$179M +$15.1M +368,145 +9%
Deutsche Bank
32
Deutsche Bank
Germany
$171M -$69.9M -1,698,941 -29%
LPL Financial
33
LPL Financial
California
$169M +$9.6M +233,318 +6%
Wells Fargo
34
Wells Fargo
California
$161M -$22.6M -548,261 -12%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$141M +$2.51M +60,957 +2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$129M -$1.78M -43,208 -1%
Prudential Financial
37
Prudential Financial
New Jersey
$129M -$3.85M -93,634 -3%
National Pension Service
38
National Pension Service
South Korea
$128M +$7.1M +172,599 +6%
Jennison Associates
39
Jennison Associates
New York
$127M -$6.41M -155,774 -5%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$124M +$103K +2,506 +0.1%
NL
41
Nuveen LLC
North Carolina
$118M +$118M +2,865,834 New
HSBC Holdings
42
HSBC Holdings
United Kingdom
$113M -$21.9M -532,531 -16%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$113M +$694K +16,869 +0.6%
Stifel Financial
44
Stifel Financial
Missouri
$112M +$19.6M +475,122 +21%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$110M +$94.1M +2,287,410 +611%
First Trust Advisors
46
First Trust Advisors
Illinois
$108M +$5.85M +142,124 +6%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$108M -$35.5M -861,558 -25%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$107M -$13.5M -328,880 -11%
Millennium Management
49
Millennium Management
New York
$107M +$769K +18,695 +0.7%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$105M +$3.91M +95,049 +4%
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