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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 %
IAS
826
Insigneo Advisory Services
Florida
$726K +$32.8K +796 +5%
MAG
827
Mayfair Advisory Group
Alabama
$724K – – –
IP
828
Ignite Planners
California
$724K +$48.8K +1,264 +7%
OBAM
829
ODDO BHF Asset Management
France
$721K -$432K -10,490 -37%
VWM
830
Venturi Wealth Management
Texas
$720K +$29.2K +710 +4%
FHA
831
First Horizon Advisors
Tennessee
$719K +$14.4K +350 +2%
3IP
832
3Chopt Investment Partners
Virginia
$712K +$233K +5,660 +49%
SA
833
Strategic Advisors
New York
$704K – – –
AC
834
AXQ Capital
New Jersey
$702K +$288K +6,989 +69%
PIM
835
Plato Investment Management
Australia
$699K +$170K +4,078 +32%
OFG
836
OmniStar Financial Group
North Carolina
$692K +$3.33K +81 +0.5%
FIM
837
Freedom Investment Management
Connecticut
$690K +$64.1K +1,558 +10%
CFG
838
Citizens Financial Group
Rhode Island
$688K +$85.5K +2,078 +14%
GF
839
Gabelli Funds
New York
$687K – – –
EWA
840
EP Wealth Advisors
California
$684K +$97.9K +2,380 +17%
RMC
841
Resources Management Corp
Connecticut
$683K – – –
BFIM
842
Beese Fulmer Investment Management
Ohio
$683K +$12.7K +309 +2%
WQ
843
Wealth Quarterback
New Jersey
$682K +$52.9K +1,285 +8%
CBTWT
844
Community Bank & Trust (Waco, Texas)
Texas
$679K +$50K +1,214 +8%
HPC
845
HM Payson & Co
Maine
$679K +$67.7K +1,644 +11%
DCM
846
Dudley Capital Management
Virginia
$672K – – –
LWAM
847
Legacy Wealth Asset Management
Minnesota
$671K -$17.9K -436 -3%
EFS
848
Essex Financial Services
Connecticut
$669K +$4.49K +109 +0.7%
FCM
849
Fourpath Capital Management
Oklahoma
$668K -$782 -19 -0.1%
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$667K +$16.2K +394 +2%
32 33
34
35 36