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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 %
DWM
501
David Wealth Management
Virginia
$2.23M – – –
HW
502
Hancock Whitney
Mississippi
$2.21M -$10.6K -257 -0.5%
B
503
Bailard
California
$2.19M +$7.24K +176 +0.3%
FNB
504
Farmers National Bank
Kentucky
$2.19M -$14.9K -361 -0.7%
CICI
505
Capital Investment Counsel Inc
North Carolina
$2.19M -$326K -7,915 -13%
FVWA
506
Foster Victor Wealth Advisors
South Carolina
$2.19M -$4.53K -128 -0.2%
AWM
507
Apollon Wealth Management
South Carolina
$2.19M -$57.2K -1,390 -3%
NHC
508
Nicholas Hoffman & Company
Georgia
$2.18M -$15.1K -367 -0.7%
BWA
509
BlueChip Wealth Advisors
Georgia
$2.18M -$134K -3,259 -6%
AC
510
Asio Capital
Kentucky
$2.18M -$2.02M -49,169 -48%
HT
511
Heritage Trust
Oklahoma
$2.18M -$7.53K -183 -0.3%
PCM
512
Poehling Capital Management
Wisconsin
$2.17M +$60K +1,457 +3%
NCM
513
Novare Capital Management
North Carolina
$2.16M -$750K -18,217 -26%
HNB
514
Huntington National Bank
Ohio
$2.15M -$63.4K -1,541 -3%
GLLW
515
Graves Light Lenhart Wealth
Virginia
$2.14M -$7.45K -181 -0.3%
MSAM
516
Moloney Securities Asset Management
Missouri
$2.12M -$682K -16,570 -24%
DILIC
517
Dai-ichi Life Insurance Company
Japan
$2.12M – – –
MFG
518
Merit Financial Group
Georgia
$2.11M +$502K +12,202 +31%
PAS
519
Park Avenue Securities
New York
$2.11M +$239K +5,800 +13%
IWA
520
IVC Wealth Advisors
Pennsylvania
$2.1M -$7.2K -175 -0.3%
TSWM
521
Triangle Securities Wealth Management
North Carolina
$2.09M -$236K -5,731 -10%
TSW
522
Thompson Siegel & Walmsley
Virginia
$2.03M -$26.6K -646 -1%
Luther King Capital Management (LKCM)
523
Luther King Capital Management (LKCM)
Texas
$2.02M -$864 -21 -0%
CANC
524
Culbertson A N & Co
Virginia
$2.01M -$30.5K -740 -1%
Wellington Management Group
525
Wellington Management Group
Massachusetts
$2.01M -$2.79M -67,892 -58%
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