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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 %
GT
751
Glenview Trust
Kentucky
$896K +$14.2K +346 +2%
SFI
752
Siemens Fonds Invest
Germany
$895K +$20.5K +499 +2%
SL
753
Salomon & Ludwin
Virginia
$895K -$12K -291 -1%
DCM
754
Driehaus Capital Management
Illinois
$894K – – –
OC
755
Oakworth Capital
Alabama
$886K – – –
Dodge & Cox
756
Dodge & Cox
California
$885K -$1.43M -34,834 -62%
VAS
757
Vestmark Advisory Solutions
Massachusetts
$884K +$344K +8,362 +64%
Capital Fund Management (CFM)
758
Capital Fund Management (CFM)
France
$883K -$5.86M -142,501 -87%
Axa
759
Axa
France
$875K -$37.8K -918 -4%
TTIC
760
Tower Trust & Investment Company
Iowa
$873K +$873K +22,775 New
CNTOF
761
Canandaigua National Trust of Florida
New York
$873K +$51.8K +1,259 +6%
SAM
762
Smartleaf Asset Management
Massachusetts
$869K +$62K +1,532 +8%
SC
763
Scotia Capital
Ontario, Canada
$869K +$541K +13,158 +165%
BHBT
764
Burke & Herbert Bank & Trust
Virginia
$864K -$118K -2,870 -12%
NC
765
NewSquare Capital
Pennsylvania
$864K +$19.1K +465 +2%
PA
766
Profund Advisors
Maryland
$863K -$223K -5,419 -21%
MAM
767
Morse Asset Management
Connecticut
$862K +$862K +20,950 New
CIA
768
Compass Ion Advisors
Pennsylvania
$862K -$2.8K -68 -0.3%
IF
769
Intrua Financial
Texas
$862K +$129K +3,135 +18%
PCC
770
Park Circle Company
Maryland
$861K – – –
LGA
771
Lebenthal Global Advisors
New York
$857K +$4.77K +116 +0.6%
MYAM
772
Meiji Yasuda Asset Management
Japan
$855K +$1.15K +28 +0.1%
CBUSF
773
Construction & Building Unions Superannuation Fund
Australia
$852K +$852K +20,700 New
AFCM
774
Applied Finance Capital Management
Puerto Rico
$849K -$22.6K -550 -3%
SPC
775
Sigma Planning Corp
Michigan
$849K +$206 +5 +0%
29 30
31
32 33