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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 %
PWM
1001
Perigon Wealth Management
California
$440K -$5.97K -145 -1%
RIL
1002
Rothschild Investment LLC
Illinois
$439K -$9.87M -239,899 -96%
RS
1003
R Squared
Hong Kong
$437K +$437K +10,610 New
WIS
1004
Wright Investors Service
Connecticut
$436K -$42.6K -1,036 -9%
CW
1005
CreativeOne Wealth
Kansas
$435K +$129K +3,136 +42%
AC
1006
Allstate Corporation
Illinois
$434K -$1.22M -29,696 -74%
VA
1007
Valmark Advisers
Ohio
$433K -$2.18K -53 -0.5%
PHWM
1008
Pine Harbor Wealth Management
Maryland
$432K – – –
WCA
1009
Westover Capital Advisors
Delaware
$431K -$72.1K -1,752 -14%
PA
1010
Parallel Advisors
California
$428K -$25.1K -609 -6%
RCAG
1011
Rehmann Capital Advisory Group
Michigan
$426K +$9.42K +229 +2%
SP
1012
Successful Portfolios
Florida
$426K +$288 +7 +0.1%
SSWM
1013
Smith Salley Wealth Management
North Carolina
$426K +$41.8K +1,015 +11%
WC
1014
Whitney & Co
New York
$419K -$5.31K -129 -1%
CIC
1015
Crawford Investment Counsel
Georgia
$418K -$30.2K -735 -7%
BCWM
1016
Bartlett & Co Wealth Management
Ohio
$418K -$5.6K -136 -1%
THCM
1017
Taylor Hoffman Capital Management
Virginia
$418K – – –
MGIA
1018
Moneta Group Investment Advisors
Missouri
$418K -$52.4K -1,274 -11%
BPW
1019
Bingham Private Wealth
California
$418K +$119K +2,880 +40%
BL
1020
Balentine LLC
Georgia
$412K +$412K +10,013 New
AAI
1021
American Assets Inc
California
$412K – – –
CCWM
1022
Cassaday & Co Wealth Management
Virginia
$411K -$37.4K -908 -8%
GSWA
1023
Good Steward Wealth Advisors
Tennessee
$411K +$411K +9,992 New
CGL
1024
Clarius Group LLC
Washington
$411K -$9.05K -220 -2%
WIC
1025
Wilkins Investment Counsel
Massachusetts
$410K – – –
39 40
41
42 43