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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 %
FCA
701
Fortis Capital Advisors
Kansas
$1.04M +$814K +19,781 +368%
BPWM
702
Badgley Phelps Wealth Managers
Washington
$1.03M +$412 +10 +0%
IAIM
703
International Assets Investment Management
Florida
$1.03M -$93.7K -2,278 -8%
FTWA
704
Fifth Third Wealth Advisors
Ohio
$1.03M +$118K +2,873 +13%
HI
705
Horizon Investments
North Carolina
$1.03M +$26.2K +645 +3%
MS
706
Madden Securities
Texas
$1.02M – – –
MIH
707
Meitav Investment House
Israel
$1.02M +$173K +4,196 +20%
CFCI
708
Comprehensive Financial Consultants Institutional
Indiana
$1.02M -$27.4K -665 -3%
XT
709
XTX Topco
Cayman Islands
$1.02M -$105K -2,545 -9%
RCM
710
Rokos Capital Management
United Kingdom
$1.02M +$1.02M +24,702 New
BIM
711
Bridges Investment Management
Nebraska
$1.02M – – –
BO
712
Bank OZK
Arkansas
$1.02M -$9.01K -219 -0.9%
CTI
713
Community Trust & Investment
Kentucky
$1.01M +$408K +9,919 +67%
WF
714
Welch & Forbes
Massachusetts
$1.01M -$91.9K -2,233 -8%
OTL
715
Oak Thistle LLC
New York
$1.01M +$1.01M +24,474 New
SCA
716
Snowden Capital Advisors
New York
$999K -$6.17K -150 -0.6%
VI
717
Vestcor Inc
New Brunswick, Canada
$998K -$70.9K -1,723 -7%
CF
718
Centaurus Financial
California
$992K +$413K +10,050 +71%
FL
719
Fourthstone LLC
Missouri
$988K +$494K +12,000 +100%
CSA
720
Cornerstone Select Advisors
Missouri
$984K +$984K +23,920 New
PAMG
721
Patton Albertson Miller Group
Tennessee
$983K -$256K -6,215 -21%
VA
722
VestGen Advisors
Illinois
$982K +$982K +23,862 New
DA
723
Dover Advisors
Virginia
$978K +$342K +8,307 +54%
GCA
724
Greenwood Capital Associates
South Carolina
$977K -$32.8K -796 -3%
CPSAC
725
Chas P. Smith & Associates (CPS)
Florida
$977K -$90.4K -2,198 -8%
27 28
29
30 31