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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 %
TIA
801
Tandem Investment Advisors
South Carolina
$782K -$247K -6,010 -24%
TAM
802
Todd Asset Management
Kentucky
$781K +$2.43K +59 +0.3%
FFM
803
Forum Financial Management
Illinois
$778K +$494 +12 +0.1%
RWB
804
RMR Wealth Builders
New Jersey
$777K -$11.2K -273 -1%
CL
805
CSS LLC
Illinois
$766K – – –
ACM
806
AlphaStar Capital Management
North Carolina
$762K -$123 -3 -0%
WA
807
WESPAC Advisors
California
$762K +$762K +18,510 New
LCWP
808
Legacy Capital Wealth Partners
Arkansas
$761K -$62.1K -1,509 -8%
RFA
809
Register Financial Advisors
Georgia
$757K +$154K +3,740 +26%
PIWA
810
Prevail Innovative Wealth Advisors
Kansas
$753K +$465K +11,305 +162%
SW
811
SVB Wealth
Massachusetts
$752K -$182K -4,418 -19%
USCWA
812
U.S. Capital Wealth Advisors
Texas
$750K +$401K +9,735 +115%
P
813
Pitcairn
Pennsylvania
$749K -$9.42K -229 -1%
VFA
814
Valeo Financial Advisors
Indiana
$748K -$3.99K -97 -0.5%
AT
815
American Trust
Kentucky
$747K – – –
ECA
816
Elevated Capital Advisors
Utah
$746K +$20.4K +495 +3%
CA
817
Cornerstone Advisory
Maryland
$744K +$2.3K +59 +0.3%
SSWM
818
Sheets Smith Wealth Management
North Carolina
$744K +$453 +11 +0.1%
GFA
819
Gallagher Fiduciary Advisors
Illinois
$740K +$18.9K +460 +3%
I
820
INVST
Indiana
$739K -$21.5K -523 -3%
SWP
821
Sagespring Wealth Partners
Tennessee
$735K +$180K +4,378 +32%
JIC
822
Johnson Investment Counsel
Ohio
$733K +$187K +4,538 +34%
Vontobel Holding
823
Vontobel Holding
Switzerland
$733K -$134K -3,257 -15%
BFW
824
Brady Family Wealth
Missouri
$727K +$453 +11 +0.1%
FCB
825
First County Bank
Connecticut
$727K -$18.8K -458 -3%
31 32
33
34 35