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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 %
LS
1076
Livforsakringsbolaget Skandia
Sweden
$361K -$98.8K -2,400 -21%
AWA
1077
Aaron Wealth Advisors
Illinois
$358K +$40.3K +979 +13%
TAM
1078
Tocqueville Asset Management
New York
$357K -$60.3K -1,466 -14%
DZ Bank
1079
DZ Bank
Germany
$356K +$356K +8,650 New
CRI
1080
Colonial River Investments
Virginia
$352K +$4.03K +98 +1%
HR
1081
Hardy Reed
Mississippi
$351K -$9.09K -221 -3%
PWMAG
1082
Pinnacle Wealth Management Advisory Group
New Jersey
$349K -$1.52K -37 -0.4%
CFSG
1083
Clark Financial Services Group
Missouri
$349K +$349K +8,474 New
FNFDCM
1084
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$347K -$2.06K -50 -0.6%
LAM
1085
LECAP Asset Management
United Kingdom
$346K -$843K -20,496 -71%
IA
1086
IFP Advisors
Florida
$346K +$7.66K +186 +2%
CFGW
1087
Chancellor Financial Group WB
Pennsylvania
$345K +$33.7K +819 +11%
CWS
1088
Cypress Wealth Services
California
$343K +$782 +19 +0.2%
RMDI
1089
R.M. Davis Inc
Maine
$343K +$94.6K +2,299 +38%
TT
1090
TI-Trust
Illinois
$343K – – –
CAAM
1091
Cornerstone Advisors Asset Management
Pennsylvania
$341K +$3K +73 +0.9%
DWT
1092
Dorsey & Whitney Trust
South Dakota
$340K +$1.56K +38 +0.5%
APG
1093
Abacus Planning Group
South Carolina
$339K +$3.13K +76 +0.9%
WTC
1094
WhitTier Trust Company
Nevada
$339K -$29.1K -706 -8%
CIM
1095
CIM Investment Management
Pennsylvania
$339K -$165 -4 -0%
NHT
1096
New Hampshire Trust
New Hampshire
$338K +$3.17K +77 +0.9%
CRC
1097
Curi RMB Capital
Illinois
$337K +$92.8K +2,254 +38%
FGWP
1098
Founders Grove Wealth Partners
Virginia
$337K – – –
WC
1099
Wynn Capital
Georgia
$336K +$336K +8,174 New
CI
1100
CX Institutional
Indiana
$336K -$5.43K -132 -2%
42 43
44
45 46