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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 %
LFAS
576
Level Four Advisory Services
Texas
$1.65M -$44.2K -1,074 -3%
CIC
577
Cornercap Investment Counsel
Georgia
$1.64M -$17.9K -436 -1%
MA
578
Mutual Advisors
Nebraska
$1.63M +$258K +6,836 +19%
BC
579
Bridgefront Capital
Texas
$1.63M -$270K -6,563 -14%
TCPW
580
Twin City Private Wealth
North Carolina
$1.63M +$125K +3,039 +8%
KTC
581
Kentucky Trust Company
Kentucky
$1.62M -$28.8K -700 -2%
OWA
582
Octavia Wealth Advisors
Ohio
$1.62M -$187K -4,549 -10%
BI
583
Ballast Inc
Kentucky
$1.62M +$11.9K +290 +0.7%
ACM
584
Aquatic Capital Management
Illinois
$1.61M -$647K -15,715 -29%
IA
585
Icon Advisers
Colorado
$1.61M – – –
MIS
586
Morningstar Investment Services
Illinois
$1.6M -$2.03M -49,336 -56%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.6M +$570K +13,857 +56%
CBT
588
Crews Bank & Trust
Florida
$1.6M +$6.5K +158 +0.4%
NRS
589
Neville Rodie & Shaw
New York
$1.59M +$50K +1,215 +3%
DAM
590
Diamant Asset Management
Connecticut
$1.59M -$49.4K -1,200 -3%
TMAM
591
Tokio Marine Asset Management
Japan
$1.58M +$67.2K +1,634 +4%
BFG
592
Bleakley Financial Group
New Jersey
$1.58M +$25.7K +624 +2%
KA
593
Kintegral Advisory
New York
$1.58M -$5.31K -129 -0.3%
SFA
594
Sequoia Financial Advisors
Ohio
$1.58M +$133K +3,236 +9%
UB
595
UMB Bank
Missouri
$1.57M -$5.48M -133,064 -78%
OIA
596
OneDigital Investment Advisors
Kansas
$1.57M +$170K +4,133 +12%
BCP
597
Berkeley Capital Partners
Georgia
$1.56M +$75.1K +1,824 +5%
NS
598
NBC Securities
Alabama
$1.56M +$1.56M +37,883 +114,797%
GAM
599
Generali Asset Management
Italy
$1.55M +$1.31M +31,879 +541%
CNC
600
Citizens & Northern Corp
Pennsylvania
$1.55M +$48.1K +1,168 +3%
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