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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 %
FWM
1126
ForthRight Wealth Management
Georgia
$313K -$7.74K -188 -2%
HCP
1127
Hexagon Capital Partners
Arkansas
$310K +$8.97K +218 +3%
HIP
1128
HUB Investment Partners
Texas
$308K +$3.58K +87 +1%
SQA
1129
Simon Quick Advisors
New Jersey
$307K +$82.5K +2,004 +37%
PCA
1130
Prosperity Capital Advisors
Ohio
$307K +$123 +3 +0%
BHPW
1131
Beverly Hills Private Wealth
California
$306K +$4.77K +116 +2%
SSW
1132
Stone Summit Wealth
Florida
$305K – – –
WBC
1133
Westpac Banking Corp
Australia
$304K -$41.5K -1,009 -12%
MIA
1134
MainStreet Investment Advisors
Illinois
$304K -$45.1K -1,097 -13%
TI
1135
tru Independence
Oregon
$303K +$2.02K +49 +0.7%
NP
1136
Nilsine Partners
Colorado
$302K +$25.9K +629 +9%
CFP
1137
Catalyst Financial Partners
Massachusetts
$299K +$17.8K +432 +6%
AWM
1138
Aegis Wealth Management
Maryland
$299K -$41 -1 -0%
PPWM
1139
Paragon Private Wealth Management
Kentucky
$299K +$299K +7,266 New
SAG
1140
SageView Advisory Group
California
$298K +$70.3K +1,709 +31%
NAMP
1141
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$296K – – –
PCMC
1142
Paragon Capital Management (Colorado)
Colorado
$296K +$3.25K +79 +1%
BA
1143
Ballew Advisors
Mississippi
$294K +$5.31K +150 +2%
LWM
1144
Lyell Wealth Management
California
$294K +$294K +7,143 New
PCS
1145
Personal CFO Solutions
New Jersey
$293K -$16K -389 -5%
SAMT
1146
Select Asset Management & Trust
Pennsylvania
$292K – – –
WA
1147
Whipplewood Advisors
Colorado
$291K -$13.7K -336 -5%
BSTWA
1148
Blake Schutter Theil Wealth Advisors
Ohio
$290K – – –
AWM
1149
Aprio Wealth Management
Georgia
$290K -$1.93K -47 -0.7%
SIC
1150
Sage Investment Counsel
Tennessee
$288K -$90.1K -2,190 -24%
44 45
46
47 48