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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 %
MIP
601
Marietta Investment Partners
Wisconsin
$1.55M -$14K -340 -0.9%
AOI
602
Auto-Owners Insurance
Michigan
$1.55M -$34.8M -275,700 -96%
IBOK
603
Independence Bank of Kentucky
Kentucky
$1.55M -$64.1K -1,557 -4%
IMCOOI
604
Investment Management Corp of Ontario (IMCO)
Canada
$1.54M -$1.69M -41,138 -52%
JCM
605
Jacobi Capital Management
Pennsylvania
$1.54M +$42.8K +1,041 +3%
WA
606
Wealth Alliance
New York
$1.53M +$18.7K +454 +1%
JSL
607
JT Stratford LLC
Georgia
$1.53M -$1.2M -29,173 -44%
LFA
608
Legacy Financial Advisors
Kentucky
$1.51M -$122K -2,970 -7%
ACP
609
Arcus Capital Partners
Georgia
$1.51M +$49.2K +1,196 +3%
OAM
610
Ostrum Asset Management
France
$1.51M -$387K -9,402 -20%
SJIM
611
St. Johns Investment Management
Florida
$1.51M -$494 -12 -0%
HCM
612
Hodges Capital Management
Texas
$1.5M +$369K +8,954 +33%
AF
613
Allworth Financial
California
$1.48M -$112K -2,945 -7%
HWAM
614
Hennion & Walsh Asset Management
New Jersey
$1.47M +$144K +3,508 +11%
PFS
615
Physicians Financial Services
North Carolina
$1.46M -$51.1K -1,242 -3%
FPGT
616
Financial Partners Group (Tennessee)
Tennessee
$1.46M +$864 +21 +0.1%
PCM
617
Princeton Capital Management
New Jersey
$1.45M +$1.45M +35,247 New
ANTB
618
AMG National Trust Bank
Colorado
$1.45M -$4.92M -119,445 -77%
MWM
619
Mindset Wealth Management
Indiana
$1.43M -$11.8K -287 -0.8%
A
620
Argentarii
Ohio
$1.43M +$76.6K +1,862 +6%
PR
621
Payden & Rygel
California
$1.42M -$14.3M -347,300 -91%
RCM
622
Raleigh Capital Management
North Carolina
$1.4M -$38.9K -946 -3%
BPA
623
Beacon Pointe Advisors
California
$1.4M -$45.6K -1,109 -3%
Wolverine Trading
624
Wolverine Trading
Illinois
$1.39M -$1.35M -33,425 -49%
TAP
625
Tounjian Advisory Partners
Florida
$1.39M +$1.39M +33,744 New
23 24
25
26 27