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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 %
ZIC
551
ZWJ Investment Counsel
Georgia
$1.87M -$40.7K -990 -2%
GWM
552
Geneos Wealth Management
Colorado
$1.87M +$1.29M +31,265 +222%
AWC
553
Abundance Wealth Counselors
Pennsylvania
$1.86M +$155K +3,776 +9%
TRCT
554
Tower Research Capital (TRC)
New York
$1.85M -$1.71M -41,515 -48%
IIM
555
INTECH Investment Management
Florida
$1.85M – – –
UCFA
556
United Capital Financial Advisors
Texas
$1.83M +$123K +2,999 +7%
GIA
557
GHP Investment Advisors
Colorado
$1.83M +$28.8K +700 +2%
MAM
558
Marotta Asset Management
Virginia
$1.8M -$4.28K -100 -0.2%
AIM
559
AHL Investment Management
Florida
$1.8M -$6.17K -150 -0.3%
IRC
560
Investors Research Corp
Georgia
$1.79M +$8.52K +207 +0.5%
BTI
561
Blue Trust Inc
Georgia
$1.77M +$195K +4,737 +12%
AG
562
AIA Group
Hong Kong
$1.76M +$419K +10,176 +31%
GT
563
Glenmede Trust
Pennsylvania
$1.76M +$127K +3,095 +8%
VA
564
Vident Advisory
Georgia
$1.75M -$560K -13,605 -24%
NMIMC
565
Northwestern Mutual Investment Management Company
Wisconsin
$1.72M -$12.2K -296 -0.7%
CG
566
Caprock Group
Idaho
$1.72M +$142K +3,449 +9%
AA
567
Argent Advisors
Louisiana
$1.71M +$16.3K +397 +1%
Nomura Holdings
568
Nomura Holdings
Japan
$1.71M -$630K -15,301 -27%
FIA
569
Foundations Investment Advisors
Arizona
$1.7M -$4.94K -120 -0.3%
AI
570
Arvest Investments
Arkansas
$1.7M +$267K +6,484 +19%
TL
571
Tradewinds LLC
North Carolina
$1.69M -$19.4K -471 -1%
JSSH
572
J. Safra Sarasin Holding
$1.68M +$163K +3,964 +11%
OL
573
one8zero8 LLC
North Carolina
$1.66M -$30.9K -750 -2%
HWA
574
Heritage Wealth Advisors
Virginia
$1.65M -$3.25K -79 -0.2%
HAG
575
HF Advisory Group
Maryland
$1.65M +$205K +4,979 +14%
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