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 %
Lazard Asset Management
1051
Lazard Asset Management
New York
$382K -$206K -5,022 -35%
JIP
1052
Jaffetilchin Investment Partners
Florida
$382K -$24K -583 -6%
SAM
1053
Summit Asset Management
Tennessee
$379K +$576 +14 +0.2%
MIM
1054
MTM Investment Management
South Carolina
$379K +$615 +15 +0.2%
SMA
1055
Sage Mountain Advisors
Georgia
$379K -$56.3K -1,369 -13%
TFA
1056
Toth Financial Advisory
Virginia
$378K +$54.6K +1,326 +17%
RW
1057
Rede Wealth
Virginia
$378K -$3.99K -97 -1%
PL
1058
Parthenon LLC
Kentucky
$377K – – –
EHC
1059
Everett Harris & Co
California
$376K – – –
KMWM
1060
Keudell/Morrison Wealth Management
Oregon
$375K -$206 -5 -0.1%
FPWM
1061
FSB Premier Wealth Management
Iowa
$375K -$1.69K -41 -0.4%
FWCM
1062
Ferguson Wellman Capital Management
Oregon
$374K +$150K +3,633 +67%
HKIM
1063
Hayek Kallen Investment Management
Alabama
$372K – – –
CCMG
1064
Clark Capital Management Group
Pennsylvania
$371K +$494 +12 +0.1%
Fisher Asset Management
1065
Fisher Asset Management
Washington
$371K +$23.7K +576 +7%
CFM
1066
Catalyst Funds Management
Australia
$370K -$24.7K -600 -6%
OF
1067
Outfitter Financial
Maine
$370K -$16.7K -405 -4%
FPL
1068
Fortress Private Ledger
North Carolina
$370K -$1.36K -33 -0.4%
HWA
1069
HHM Wealth Advisors
Tennessee
$368K +$782 +19 +0.2%
JF
1070
Jump Financial
Illinois
$367K -$2.76M -67,153 -88%
FA
1071
Fiducient Advisors
Illinois
$367K -$16.5K -400 -4%
AT
1072
Arlington Trust
Alabama
$366K -$7.61K -185 -2%
GIP
1073
Greatmark Investment Partners
Georgia
$365K +$77.1K +1,874 +27%
CW
1074
Code Waechter
Florida
$365K +$365K +8,874 New
AT
1075
Avalon Trust
New Mexico
$361K -$174K -4,225 -33%
41 42
43
44 45