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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 %
SCM
901
Sterling Capital Management
North Carolina
$591K +$258K +6,274 +78%
FFG
902
First Financial Group
North Carolina
$590K -$7.98K -194 -1%
IWA
903
Icon Wealth Advisors
Texas
$588K -$5.02K -122 -0.8%
RPC
904
Rossmore Private Capital
Connecticut
$586K -$106K -2,566 -15%
AAP
905
Arax Advisory Partners
Colorado
$578K +$275K +6,690 +91%
PWM
906
Prosperity Wealth Management
California
$577K – – –
CFO
907
Callan Family Office
Pennsylvania
$573K -$64.2K -1,560 -10%
XSC
908
X-Square Capital
Puerto Rico
$572K +$79.4K +1,929 +16%
NSIM
909
North Star Investment Management
Illinois
$570K -$32.4K -787 -5%
PWM
910
Pines Wealth Management
North Carolina
$569K -$16.7K -478 -3%
YP
911
YANKCOM Partnership
South Dakota
$569K -$12.6K -306 -2%
PI
912
PFG Investments
New York
$568K -$25.8K -626 -4%
GWANC
913
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K -$1.93K -47 -0.3%
FG
914
Fiduciary Group
Georgia
$564K – – –
OAM
915
Oxford Asset Management
United Kingdom
$564K -$149K -3,625 -21%
NB
916
NBT Bank
New York
$563K +$48.4K +1,176 +9%
IMRF
917
Illinois Municipal Retirement Fund
Illinois
$560K – – –
HPM
918
Hoxton Planning & Management
West Virginia
$559K -$26.7K -650 -5%
PH
919
Pinnacle Holdings
Oklahoma
$556K – – –
MWA
920
Midland Wealth Advisors
Illinois
$555K -$104K -2,530 -16%
CI
921
Cigna Investments
Connecticut
$555K -$8.86K -215 -2%
EIA
922
Eastover Investment Advisors
North Carolina
$555K -$148K -3,593 -21%
AIC
923
Archer Investment Corporation
Indiana
$552K +$41 +1 +0%
WC
924
Waterloo Capital
Texas
$551K +$93.7K +2,277 +20%
CCA
925
Checchi Capital Advisers
California
$550K +$14.4K +350 +3%
35 36
37
38 39