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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 %
GCP
776
GSA Capital Partners
United Kingdom
$848K +$82K +1,993 +11%
CA
777
Cornerstone Advisors
North Carolina
$848K – – –
BW
778
BIP Wealth
Georgia
$842K -$2.68K -65 -0.3%
AWA
779
Adapt Wealth Advisors
Georgia
$842K +$371K +9,021 +79%
CAAS
780
Capital Asset Advisory Services
Michigan
$840K -$21.6K -520 -3%
FFA
781
Farther Finance Advisors
California
$839K +$250K +6,088 +42%
AWM
782
Avior Wealth Management
Nebraska
$838K +$580K +14,086 +224%
CA
783
Carson Advisory
Georgia
$835K +$41 +1 +0%
LIM
784
Leavell Investment Management
Alabama
$830K -$19.8K -481 -2%
BBHC
785
Brown Brothers Harriman & Co
New York
$828K +$20.8K +506 +3%
SCA
786
STALEY CAPITAL ADVISERS
Pennsylvania
$823K -$61.7K -1,500 -7%
TIA
787
Trust Investment Advisors
Indiana
$821K +$23K +560 +3%
CPWA
788
Cerro Pacific Wealth Advisors
California
$819K -$3.99K -92 -0.5%
KFGG
789
Keystone Financial Group (Georgia)
Georgia
$819K -$4.52K -116 -0.5%
DWA
790
Douglass Winthrop Advisors
New York
$816K +$34.6K +840 +4%
GWA
791
Gratus Wealth Advisors
Virginia
$810K +$6.13K +149 +0.8%
MCWS
792
McKinley Carter Wealth Services
West Virginia
$809K +$12.6K +305 +2%
TTWM
793
TCV Trust & Wealth Management
Virginia
$802K +$16.5K +400 +2%
PT
794
Plimoth Trust
Massachusetts
$797K -$46.9K -1,140 -6%
SC
795
SouthState Corp
Florida
$797K -$79K -1,920 -9%
TG
796
TCW Group
California
$796K +$26.2K +637 +3%
LCM
797
Leisure Capital Management
California
$792K +$83.9K +2,039 +12%
NW
798
NewEdge Wealth
Pennsylvania
$789K -$111K -2,692 -12%
APC
799
Aspire Private Capital
North Carolina
$786K +$74.2K +1,804 +10%
RFG
800
RFP Financial Group
Georgia
$785K -$1.77K -43 -0.2%
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