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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 %
PCG
926
Prosperity Consulting Group
Maryland
$549K +$13K +315 +2%
EWA
927
Exencial Wealth Advisors
Oklahoma
$546K +$19.5K +475 +4%
SACTSONJ
928
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$540K – – –
FCCM
929
First City Capital Management
Georgia
$540K -$81.4K -1,979 -13%
EH
930
Equitable Holdings
New York
$540K +$69K +1,677 +15%
SC
931
SummitTX Capital
Texas
$538K +$538K +13,081 New
MW
932
Marcum Wealth
Ohio
$537K +$3.79K +92 +0.7%
AW
933
Alteri Wealth
California
$533K -$63.1K -1,533 -11%
CIC
934
Chilton Investment Company
Connecticut
$533K – – –
ACP
935
Aviance Capital Partners
Florida
$532K +$52.1K +1,266 +11%
WT
936
Whittier Trust
California
$532K -$48.3K -1,174 -8%
WC
937
Westhampton Capital
North Carolina
$532K -$41.2K -1,000 -7%
RWM
938
RKL Wealth Management
Pennsylvania
$531K +$123 +3 +0%
NAS
939
Nicolet Advisory Services
Wisconsin
$531K -$116K -3,249 -18%
DWAM
940
Duncan Williams Asset Management
Tennessee
$530K -$19.6K -477 -4%
GIA
941
Gladstone Institutional Advisory
Florida
$530K -$76.4K -1,856 -13%
RA
942
Ransom Advisory
Rhode Island
$527K +$527K +12,800 New
MIM
943
Morningstar Investment Management
Illinois
$526K -$117K -2,851 -18%
CCT
944
Chemung Canal Trust
New York
$523K – – –
HBW
945
Hazlett, Burt & Watson
West Virginia
$520K +$44.4K +1,077 +9%
WAAG
946
Wealth Alliance Advisory Group
Kansas
$519K -$15.9K -387 -3%
HSA
947
HBK Sorce Advisory
Pennsylvania
$519K +$114K +2,781 +28%
EWM
948
Evercore Wealth Management
New York
$519K +$411 +10 +0.1%
WHG
949
Westwood Holdings Group
Texas
$518K +$4.07K +99 +0.8%
FMWA
950
Forvis Mazars Wealth Advisors
Missouri
$517K -$422K -10,255 -45%
36 37
38
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