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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 %
IFWM
1101
Institute for Wealth Management
Colorado
$335K – – –
CWC
1102
Carolinas Wealth Consulting
North Carolina
$333K -$39.5K -961 -11%
LIA
1103
LBMC Investment Advisors
Tennessee
$333K -$13K -317 -4%
NL
1104
NWAM LLC
Washington
$333K -$12.7K -308 -4%
FAM
1105
Formidable Asset Management
Ohio
$332K – – –
TWPM
1106
Total Wealth Planning & Management
Florida
$331K – – –
CLOS
1107
Compagnie Lombard Odier SCmA
Switzerland
$329K – – –
NA
1108
Novus Advisors
South Carolina
$329K -$2.1K -51 -0.6%
FDS
1109
First Dallas Securities
Texas
$328K +$114K +2,761 +53%
1C
1110
111 Capital
France
$327K +$327K +7,956 New
BWM
1111
BankPlus Wealth Management
Mississippi
$325K +$21.9K +532 +7%
1SB
1112
1ST Source Bank
Indiana
$325K +$6.63K +161 +2%
BIG
1113
Brookwood Investment Group
Arizona
$322K +$322K +7,828 New
SC
1114
Syon Capital
California
$319K +$319K +7,752 New
HTC
1115
Haverford Trust Company
Pennsylvania
$319K +$10.8K +262 +3%
BCM
1116
Birmingham Capital Management
Alabama
$318K -$4.98K -121 -2%
ES
1117
Eagle Strategies
New York
$318K -$30K -730 -9%
AF
1118
Aldebaran Financial
$317K – – –
VF
1119
Virtu Financial
New York
$317K -$323K -7,853 -50%
FUBT
1120
First United Bank & Trust
Maryland
$317K +$200K +4,858 +171%
CPIG
1121
Chicago Partners Investment Group
Illinois
$316K +$112K +2,904 +55%
MFC
1122
Morris Financial Concepts
South Carolina
$316K – – –
MPM
1123
MBB Public Markets
Illinois
$316K +$316K +7,688 New
TF
1124
Tompkins Financial
New York
$315K +$92.6K +2,250 +42%
HCM
1125
Howard Capital Management
Georgia
$314K -$48.4K -1,175 -13%
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45
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