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 %
FFC
1201
Frederick Financial Consultants
Maryland
$247K +$2.18K +53 +0.9%
EWM
1202
Evermay Wealth Management
Virginia
$245K – – –
TFO
1203
Timonier Family Office
North Carolina
$244K -$22.7K -551 -8%
CCAM
1204
Cascades Capital Asset Management
North Carolina
$244K +$51.2K +1,245 +27%
TCBWMS
1205
Texas Capital Bank Wealth Management Services
Texas
$243K +$243K +5,917 New
KFC
1206
Klingenstein Fields & Co
New York
$243K – – –
EAM
1207
Everstar Asset Management
North Carolina
$243K -$494 -12 -0.2%
DS
1208
DRW Securities
Illinois
$243K -$124K -3,015 -34%
FLI
1209
Family Legacy Inc
South Carolina
$242K -$23.2K -563 -9%
AAM
1210
Augustine Asset Management
Florida
$240K +$21.4K +521 +10%
WA
1211
Waddell & Associates
Tennessee
$239K +$1.07K +26 +0.5%
DOA
1212
D'Orazio & Associates
Virginia
$238K -$864 -21 -0.4%
AA
1213
Advisory Alpha
Michigan
$238K +$13.1K +318 +6%
TFA
1214
Transamerica Financial Advisors
Florida
$237K -$3.71K -90 -2%
AIA
1215
Arbor Investment Advisors
North Carolina
$236K +$45.6K +1,108 +24%
TW
1216
TritonPoint Wealth
Maryland
$234K +$10.3K +251 +5%
CS
1217
Capital Square
Tennessee
$233K +$206 +5 +0.1%
CP
1218
Castleview Partners
Texas
$233K +$329 +8 +0.1%
MSFS
1219
Main Street Financial Solutions
Pennsylvania
$232K -$14.3K -347 -6%
GVAG
1220
Great Valley Advisor Group
Delaware
$232K -$3.17K -77 -1%
LAM
1221
L2 Asset Management
Massachusetts
$231K +$19.9K +483 +9%
STA
1222
Smith Thornton Advisors
Alabama
$231K +$288 +7 +0.1%
SHWM
1223
Smith & Howard Wealth Management
Georgia
$229K – – –
BFA
1224
Benedict Financial Advisors
Georgia
$229K +$229K +5,565 New
SAW
1225
Signal Advisors Wealth
Michigan
$229K +$2.1K +51 +0.9%
47 48
49
50 51