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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 %
SEIA
851
Signature Estate & Investment Advisors
California
$658K -$24.4K -593 -4%
BAM
852
Broyhill Asset Management
North Carolina
$658K – – –
FCA
853
FLC Capital Advisors
California
$652K – – –
KWA
854
Kingswood Wealth Advisors
California
$651K +$50.9K +1,238 +8%
IWM
855
IHT Wealth Management
Illinois
$651K +$1.19K +29 +0.2%
CFB
856
Cullen/Frost Bankers
Texas
$650K +$5.23K +127 +0.8%
FT
857
Fiduciary Trust
Massachusetts
$649K +$94.3K +2,291 +17%
WCAMG
858
Woodard & Company Asset Management Group
North Carolina
$646K -$24.1K -586 -4%
IWA
859
Inspirion Wealth Advisors
Illinois
$646K – – –
EHWM
860
Eads & Heald Wealth Management
Georgia
$644K -$94K -2,285 -13%
AWM
861
Atticus Wealth Management
Florida
$643K – – –
AG
862
AlTi Global
New York
$642K -$6.91K -168 -1%
MLA
863
My Legacy Advisors
Oregon
$637K +$87.4K +2,124 +16%
SLI
864
Sumitomo Life Insurance
Japan
$635K +$8.11K +197 +1%
PCIA
865
Prime Capital Investment Advisors
Kansas
$634K +$204K +4,965 +48%
GT
866
Greenleaf Trust
Michigan
$634K +$69.9K +1,698 +12%
CHC
867
City Holding Co
West Virginia
$632K – – –
FM
868
Foster & Motley
Ohio
$631K -$29.8K -723 -5%
TAM
869
Trust Asset Management
Texas
$631K -$19.1K -463 -3%
SB
870
Strategic Blueprint
Georgia
$627K +$34.2K +832 +6%
PTC
871
Private Trust Company
Ohio
$626K +$48.6K +1,181 +8%
RBI
872
Raiffeisen Bank International
Austria
$626K +$71.6K +1,769 +13%
FRM
873
Fox Run Management
Connecticut
$625K +$625K +15,188 New
SOS
874
Silver Oak Securities
Tennessee
$624K +$37.1K +917 +6%
AFG
875
Atomi Financial Group
New York
$623K -$81.3K -1,975 -12%
33 34
35
36 37