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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 %
WIA
726
World Investment Advisors
California
$971K -$45.5K -1,105 -4%
HAG
727
HighPoint Advisor Group
Illinois
$970K -$103K -2,656 -10%
CAC
728
Certified Advisory Corp
Florida
$968K -$9.34K -227 -1%
BCV
729
Banque Cantonale Vaudoise
Switzerland
$965K +$965K +23,435 New
NB
730
Nicolet Bankshares
Wisconsin
$963K -$198K -4,815 -17%
PIM
731
Provident Investment Management
Michigan
$960K +$15K +365 +2%
HA
732
Huntleigh Advisors
Missouri
$954K +$19.3K +468 +2%
BJL
733
Brighton Jones LLC
Washington
$949K -$21.1K -513 -2%
EWM
734
EPG Wealth Management
Georgia
$945K +$36.9K +897 +4%
MWM
735
Meridian Wealth Management
Kentucky
$944K +$45.4K +1,104 +5%
FSA
736
Financial Security Advisor
Virginia
$942K -$9.88K -240 -1%
WFS
737
Widmann Financial Services
Maryland
$941K -$3.46K -84 -0.4%
MNBTD
738
Moody National Bank Trust Division
Texas
$938K +$3.42K +83 +0.4%
FFO
739
Fiduciary Family Office
Florida
$938K +$938K +22,790 New
STA
740
Summit Trail Advisors
New York
$936K +$194K +4,714 +26%
WCBA
741
Weaver C. Barksdale & Associates
Tennessee
$921K -$22.2K -540 -2%
FSA
742
Fort Sheridan Advisors
Illinois
$920K -$153K -3,706 -14%
RA
743
RFG Advisory
Alabama
$920K -$24.7K -600 -3%
MCM
744
Monument Capital Management
Virginia
$917K – – –
PA
745
Procyon Advisors
Connecticut
$917K +$307K +8,204 +50%
MSA
746
Marino Stram & Associates
Massachusetts
$910K +$617 +15 +0.1%
BIA
747
BHK Investment Advisors
Alabama
$909K -$300K -7,280 -25%
ISL
748
Ingalls & Snyder LLC
New York
$908K -$82.3K -2,000 -8%
AG
749
Ascent Group
Virginia
$906K +$59K +1,434 +7%
CCM
750
Coldstream Capital Management
Washington
$901K +$21.9K +533 +2%
28 29
30
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