TFC icon

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 %
KSB
1026
Kennebec Savings Bank
Maine
$410K -$10.1K -245 -2%
BCM
1027
Boltwood Capital Management
California
$409K +$617 +15 +0.2%
CI
1028
Conning Inc
Connecticut
$407K +$145K +3,530 +55%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$404K +$18.4K +446 +5%
WA
1030
WealthTrust Axiom
Pennsylvania
$404K – – –
IPWA
1031
International Private Wealth Advisors
California
$403K +$42.6K +1,035 +12%
SFG
1032
Stonebridge Financial Group
Pennsylvania
$403K -$17.5K -425 -4%
SAA
1033
Southeast Asset Advisors
Georgia
$402K – – –
FMLI
1034
Fukoku Mutual Life Insurance
Japan
$401K – – –
LF
1035
Lansforsakringar Fondforvaltning
Sweden
$400K -$22.3K -542 -5%
SFS
1036
Sowell Financial Services
Arkansas
$399K -$57.6K -1,400 -13%
GRQ
1037
Gardner Russo & Quinn
Pennsylvania
$399K +$3.09K +75 +0.8%
CCG
1038
Cypress Capital Group
Florida
$398K -$4.53K -110 -1%
NRI
1039
NFP Retirement Inc
California
$395K +$370 +9 +0.1%
WPC
1040
Wedmont Private Capital
Pennsylvania
$395K -$42K -1,186 -10%
PPC
1041
Park Place Capital
Alabama
$395K +$86.8K +2,110 +28%
CA
1042
Continuum Advisory
Idaho
$394K +$19.8K +481 +5%
VNA
1043
Valley National Advisers
Pennsylvania
$393K -$6.7K -163 -2%
AL
1044
Aspiriant LLC
California
$389K +$13K +317 +3%
TPA
1045
Trivium Point Advisory
Connecticut
$388K -$7.94K -193 -2%
CAMV
1046
Concord Asset Management (Virginia)
Virginia
$388K – – –
5W
1047
5T Wealth
California
$387K -$576 -14 -0.1%
SIG
1048
Stonegate Investment Group
Alabama
$387K +$129K +3,133 +50%
MS
1049
Maven Securities
Jersey
$387K -$630K -15,302 -62%
NDSI
1050
Newman Dignan & Sheerar Inc
Rhode Island
$383K -$26.4K -641 -6%
40 41
42
43 44