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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 %
SCA
626
Stonebridge Capital Advisors
Minnesota
$1.38M -$138K -3,356 -9%
EBWM
627
Eagle Bluffs Wealth Management
Missouri
$1.38M +$7.61K +185 +0.6%
WAOTB
628
Wealth Advisors of Tampa Bay
Florida
$1.37M +$470K +11,422 +52%
BTD
629
BankPlus Trust Department
Mississippi
$1.35M +$223K +5,423 +20%
NERM
630
New England Research & Management
Illinois
$1.35M -$14.2K -344 -1%
BAM
631
Belpointe Asset Management
Nevada
$1.34M +$824K +20,012 +160%
HAI
632
Hennessy Advisors Inc
California
$1.34M +$226K +5,500 +20%
William Blair & Company
633
William Blair & Company
Illinois
$1.33M -$59.2K -1,439 -4%
DADC
634
D.A. Davidson & Co
Montana
$1.31M +$28.8K +700 +2%
AIP
635
Arrowpoint Investment Partners
Singapore
$1.3M +$1.3M +31,600 New
ACL
636
Applied Capital LLC
Florida
$1.3M -$1.81K -44 -0.1%
QCG
637
Quadrant Capital Group
Ohio
$1.29M +$903K +21,936 +231%
ACA
638
Aptus Capital Advisors
Alabama
$1.29M +$782 +19 +0.1%
VFA
639
Voya Financial Advisors
Connecticut
$1.28M +$79.1K +1,954 +7%
PWM
640
PBMares Wealth Management
Virginia
$1.27M +$67.6K +1,642 +6%
TFG
641
Taylor Financial Group
Virginia
$1.26M +$8.23K +200 +0.7%
WANY
642
Wealthspire Advisors (New York)
New York
$1.26M -$122K -2,970 -9%
AIA
643
AssuredPartners Investment Advisors
Florida
$1.26M +$116K +2,827 +10%
GS
644
GTS Securities
New York
$1.26M +$40.7K +989 +3%
CNBT
645
Canandaigua National Bank & Trust
New York
$1.26M -$3.25K -79 -0.3%
FRA
646
Frank Rimerman Advisors
California
$1.25M +$42.3K +1,027 +3%
SSA
647
Sierra Summit Advisors
Nevada
$1.24M +$72.2K +1,755 +6%
USAA
648
United Services Automobile Association
Texas
$1.24M – – –
AWS
649
Atria Wealth Solutions
New York
$1.23M -$968K -23,528 -44%
QWM
650
Quadcap Wealth Management
Texas
$1.22M +$78K +1,896 +7%
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