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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 %
FWP
951
Forefront Wealth Partners
Texas
$517K +$700 +17 +0.1%
AIP
952
Ameritas Investment Partners
Nebraska
$516K -$16.4K -398 -3%
AMIM
953
Aull & Monroe Investment Management
Alabama
$516K – – –
UCI
954
Uncommon Cents Investing
Wisconsin
$515K -$741 -18 -0.1%
FMII
955
Farmers & Merchants Investments Inc
Nebraska
$515K -$81.4K -1,977 -14%
TYCC
956
Texas Yale Capital Corp
Florida
$514K +$10.3K +250 +2%
LCM
957
Landscape Capital Management
New Jersey
$512K +$512K +12,448 New
LA
958
LVW Advisors
New York
$512K -$98.5K -2,394 -16%
LOPW
959
Live Oak Private Wealth
North Carolina
$510K -$111K -2,691 -18%
MMPW
960
Mitchell McLeod Pugh & Williams
Alabama
$506K +$82 +2 +0%
TIM
961
Thompson Investment Management
Wisconsin
$505K -$98.8K -2,400 -16%
KP
962
Keel Point
Alabama
$503K -$12.9K -313 -2%
SLWA
963
San Luis Wealth Advisors
California
$499K +$499K +12,124 New
Koshinski Asset Management
964
Koshinski Asset Management
Illinois
$499K +$53.4K +1,297 +12%
SFP
965
Shepherd Financial Partners
Massachusetts
$498K +$66.5K +1,615 +15%
PCM
966
Penserra Capital Management
California
$497K -$154K -3,754 -24%
PFA
967
Pathway Financial Advisors
Vermont
$496K -$2.68K -65 -0.5%
BS
968
Banco Santander
Spain
$495K +$74K +1,798 +18%
WCM
969
Washington Capital Management
Washington
$494K – – –
HIMC
970
Heritage Investors Management Corp
Maryland
$485K – – –
IB
971
Intrust Bank
Kansas
$484K +$9.3K +226 +2%
KA
972
Klingman & Associates
New York
$484K +$10.2K +248 +2%
SWM
973
Sculati Wealth Management
Michigan
$480K – – –
CCB
974
Cutter & Co Brokerage
Missouri
$480K +$480K +11,653 New
QPWM
975
Quadrant Private Wealth Management
Pennsylvania
$477K -$12K -291 -2%
37 38
39
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