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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 %
SIA
1151
SkyView Investment Advisors
New Jersey
$287K +$287K +6,984 New
GAA
1152
Global Assets Advisory
Florida
$286K +$286K +7,531 New
BFO
1153
Biltmore Family Office
North Carolina
$286K – – –
CI Investments Inc
1154
CI Investments Inc
Ontario, Canada
$285K -$18.3K -445 -6%
CF
1155
Convergence Financial
Missouri
$283K -$3.33K -81 -1%
UCB
1156
United Community Bank
South Carolina
$283K +$31.9K +775 +13%
QC
1157
Quantessence Capital
New York
$279K -$81.9K -1,991 -23%
AC
1158
Apella Capital
Connecticut
$277K +$277K +7,301 New
RWM
1159
Ritholtz Wealth Management
New York
$277K +$45.7K +1,110 +20%
QWP
1160
Quotient Wealth Partners
Texas
$277K +$8.6K +209 +3%
SC
1161
Sapient Capital
Indiana
$276K -$2.02K -49 -0.7%
HWA
1162
Heartwood Wealth Advisors
Virginia
$276K – – –
MFP
1163
Meridian Financial Partners
Virginia
$275K -$1.4K -34 -0.5%
CIM
1164
Cambria Investment Management
California
$275K – – –
CM
1165
Cornerstone Management
Georgia
$275K – – –
CAM
1166
Councilmark Asset Management
Tennessee
$274K – – –
NG
1167
Norden Group
Utah
$274K +$72.9K +1,772 +36%
KFGK
1168
Keystone Financial Group (Kentucky)
Kentucky
$273K -$6.38K -155 -2%
HIGP
1169
Hill Investment Group Partners
Missouri
$273K -$45.1K -1,096 -14%
WWM
1170
Wagner Wealth Management
South Carolina
$273K -$1.15K -28 -0.4%
AWM
1171
Accurate Wealth Management
Florida
$272K +$24.4K +688 +10%
FWM
1172
Fonville Wealth Management
Virginia
$270K – – –
CA
1173
Calton & Associates
Florida
$270K +$33K +802 +14%
Capstone Investment Advisors
1174
Capstone Investment Advisors
New York
$269K +$31.7K +770 +13%
BFM
1175
Boothbay Fund Management
New York
$269K +$269K +6,529 New
45 46
47
48 49