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Truist Financial
TFC

Overview Fund Activity

1,513 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
114
Increased
601
Reduced
603
Closed
116
Calls
$573M
Puts
$345M
Net Calls
+$228M
Net Calls Change
+$1.51M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$1.09B
2
BlackRock
BlackRock
New York
+$320M
3
Citadel Advisors
Citadel Advisors
Florida
+$196M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
5
Capital International Investors
Capital International Investors
California
+$114M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$907M
2
Amundi
Amundi
France
-$902M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$237M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$213M
5
Millennium Management
Millennium Management
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
101
Schwartz Investment Counsel
Michigan
$36.2M +$104K +2,430 +0.3%
Universal-Beteiligungs- und Servicegesellschaft
102
Universal-Beteiligungs- und Servicegesellschaft
Germany
$35.3M -$1.18M -27,505 -3%
SO
103
STRS Ohio
Ohio
$34.7M +$585K +13,608 +2%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$34.6M +$2.24M +49,275 +7%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$33.8M -$1.19M -27,781 -3%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$33.4M -$4.48M -104,257 -12%
BIP
107
Brandes Investment Partners
California
$32.7M +$791K +18,402 +2%
Diamond Hill Capital Management
108
Diamond Hill Capital Management
Ohio
$32.3M +$1M +23,336 +3%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$32.2M -$43.9M -1,022,191 -58%
KCM
110
Kornitzer Capital Management
Kansas
$32.1M -$172K -4,003 -0.5%
Adage Capital Partners
111
Adage Capital Partners
Massachusetts
$31.6M +$1.01M +23,400 +3%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$31.5M -$172K -4,006 -0.5%
Swedbank
113
Swedbank
Sweden
$30.9M -$991K -23,063 -3%
Rafferty Asset Management
114
Rafferty Asset Management
New York
$30.6M -$1.12M -26,157 -4%
DDPIC
115
Deroy & Devereaux Private Investment Counsel
Michigan
$30.1M -$21.3K -496 -0.1%
DRZID
116
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M +$4.8M +111,632 +20%
GHA
117
GW Henssler & Associates
Georgia
$28.7M +$877K +20,400 +3%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$27.8M -$1.8M -41,792 -6%
ZIM
119
Zacks Investment Management
Illinois
$26.8M +$117K +2,721 +0.4%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$26.4M +$4.45M +103,452 +20%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$26.3M +$44.8K +1,042 +0.2%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$26.1M -$257K -5,968 -1%
AA
123
ALPS Advisors
Colorado
$25.9M +$307K +7,143 +1%
TBC
124
Tweedy, Browne Co
Connecticut
$25M -$1.17M -27,304 -4%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$24.5M +$572K +13,376 +2%
3 4
5
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