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 %
CH
1176
Canton Hathaway
Rhode Island
$268K – – –
MG
1177
Mather Group
Illinois
$266K +$40.4K +981 +18%
PIP
1178
Peachtree Investment Partners
Florida
$265K -$5.14K -125 -2%
BA
1179
Bridgewater Advisors
New York
$264K +$264K +6,800 New
FAIM
1180
Financial Advocates Investment Management
Washington
$263K -$516K -12,529 -66%
PMSA
1181
Patrick M. Sweeney & Associates
Illinois
$263K +$5.6K +136 +2%
WA
1182
WBH Advisory
Maryland
$262K -$864 -21 -0.3%
AWAG
1183
ARS Wealth Advisors Group
Florida
$262K -$11.4K -278 -4%
AA
1184
Alta Advisers
United Kingdom
$261K +$261K +6,350 New
SWM
1185
Selective Wealth Management
Virginia
$258K -$44.2K -1,250 -15%
GL
1186
Graypoint LLC
New York
$256K -$21.1K -512 -8%
TVAMP
1187
Tennessee Valley Asset Management Partners
Tennessee
$255K +$255K +6,226 New
LF
1188
LifePlan Financial
Minnesota
$253K -$1.69K -41 -0.7%
CFO
1189
CVA Family Office
Colorado
$253K +$7.94K +193 +3%
ATPW
1190
Ashton Thomas Private Wealth
Arizona
$253K +$18.8K +458 +8%
ACM
1191
Altrius Capital Management
North Carolina
$252K – – –
DWP
1192
Daymark Wealth Partners
Ohio
$252K -$45.5K -1,106 -15%
1IA
1193
1620 Investment Advisors
Massachusetts
$251K -$2.18K -53 -0.9%
AWM
1194
Avaii Wealth Management
Wisconsin
$251K – – –
LF
1195
Lantz Financial
Illinois
$251K +$7.49K +182 +3%
S
1196
Sunpointe
Missouri
$251K -$2.92K -71 -1%
BA
1197
Bristlecone Advisors
Washington
$250K -$11.2K -271 -4%
TCA
1198
Transcend Capital Advisors
New Jersey
$250K -$9.71K -236 -4%
RS
1199
Rakuten Securities
Japan
$248K -$6.21K -151 -2%
FA
1200
FDx Advisors
Illinois
$248K -$1.32K -32 -0.5%
46 47
48
49 50