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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 %
BB
876
Busey Bank
Illinois
$623K -$20.9K -508 -3%
CAM
877
CenterStar Asset Management
Illinois
$620K +$620K +15,054 New
ECM
878
ExodusPoint Capital Management
New York
$619K -$38M -922,042 -98%
FOFP
879
Fee-Only Financial Planning
South Carolina
$619K -$34.8K -845 -5%
PAM
880
Panagora Asset Management
Massachusetts
$618K +$15.6K +378 +3%
NEI
881
Northwest & Ethical Investments
Ontario, Canada
$617K -$61.7K -1,500 -9%
Loomis, Sayles & Company
882
Loomis, Sayles & Company
Massachusetts
$616K – – –
LCGC
883
Legacy Capital Group California
California
$614K +$197K +4,788 +47%
PIFP
884
Partners in Financial Planning
Virginia
$609K +$46.4K +1,128 +8%
FMI
885
F/M Investments
District of Columbia
$609K -$8.85M -214,338 -94%
MCM
886
MAI Capital Management
Ohio
$609K +$46.6K +1,133 +8%
ECM
887
Evergreen Capital Management
Washington
$608K -$5.56K -135 -0.9%
RWM
888
Riverbend Wealth Management
South Carolina
$608K +$6.21K +151 +1%
LP
889
LMR Partners
United Kingdom
$608K +$574K +13,957 +1,719%
CWM
890
Centurion Wealth Management
Virginia
$607K – – –
PPWP
891
Premier Path Wealth Partners
New Jersey
$606K +$28.4K +690 +5%
MFT
892
Moisand Fitzgerald Tamayo
Florida
$605K -$45K -1,093 -7%
FC
893
Farringdon Capital
United Kingdom
$605K +$605K +14,707 New
SWM
894
Spire Wealth Management
Virginia
$603K -$380K -9,226 -39%
MMHP
895
Murphy Middleton Hinkle & Parker
Georgia
$600K – – –
MC
896
Montag & Caldwell
Georgia
$599K – – –
OHWA
897
Oak Hill Wealth Advisors
Virginia
$598K -$741 -18 -0.1%
NGA
898
Naples Global Advisors
Florida
$593K +$19.3K +468 +3%
SF
899
Symphony Financial
Texas
$592K -$497K -13,737 -46%
CWA
900
Centennial Wealth Advisory
Michigan
$591K +$99.2K +2,410 +20%
34 35
36
37 38