TFC icon

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 %
BMA
651
Brooks Moore & Associates
Tennessee
$1.22M – – –
TCOV
652
Trust Company of Vermont
Vermont
$1.22M -$99.3K -2,413 -8%
CAM
653
Congress Asset Management
Massachusetts
$1.21M -$110K -2,663 -8%
VSQM
654
V-Square Quantitative Management
Illinois
$1.2M +$69.8K +1,697 +6%
AMBIA
655
Allen Mooney & Barnes Investment Advisors
Georgia
$1.2M -$32.1K -780 -3%
MA
656
MCF Advisors
Kentucky
$1.2M -$11.7K -284 -1%
Empower Advisory Group
657
Empower Advisory Group
Colorado
$1.2M +$914K +22,201 +320%
BP
658
Ballentine Partners
Massachusetts
$1.19M +$91.5K +2,224 +8%
IWC
659
Integrated Wealth Concepts
Massachusetts
$1.19M +$41.1K +999 +4%
BG
660
Bahl & Gaynor
Ohio
$1.19M -$14.9K -363 -1%
SVWAG
661
Sound View Wealth Advisors Group
Georgia
$1.19M +$31.8K +773 +3%
BWM
662
BCS Wealth Management
Tennessee
$1.19M +$5.14K +125 +0.4%
CDDEC
663
Caisse Des Depots Et Consignations
France
$1.19M -$966K -23,463 -45%
O
664
Ossiam
France
$1.18M -$3.96M -96,205 -77%
GAM
665
Gotham Asset Management
New York
$1.18M +$36.6K +890 +3%
MOS
666
MGO One Seven
Ohio
$1.18M -$489K -11,893 -29%
IMC Chicago
667
IMC Chicago
Illinois
$1.17M -$1.37M -33,403 -54%
CAU
668
Caxton Associates (UK)
$1.17M +$1.17M +28,468 New
ICA
669
Infrastructure Capital Advisors
New York
$1.16M +$74.8K +1,818 +7%
TCM
670
Teza Capital Management
Illinois
$1.16M -$1.16M -28,268 -50%
PG
671
Patten Group
Tennessee
$1.16M -$107K -2,612 -8%
GI
672
GAMMA Investing
California
$1.16M +$84.8K +2,061 +8%
RWA
673
River Wealth Advisors
Pennsylvania
$1.15M -$145K -3,516 -11%
AF
674
Ally Financial
Michigan
$1.15M – – –
DAC
675
Dividend Assets Capital
South Carolina
$1.13M -$494 -12 -0%
25 26
27
28 29