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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 %
CB
1226
CNB Bank
Pennsylvania
$228K -$144K -3,504 -39%
MWA
1227
Muirfield Wealth Advisors
North Carolina
$228K +$2.55K +62 +1%
CAL
1228
Capital Analysts LLC
Pennsylvania
$227K -$12.4K -300 -5%
UFF
1229
USA Financial Formulas
Michigan
$226K +$2.39K +58 +1%
MAM
1230
Madison Asset Management
Wisconsin
$226K +$226K +5,500 New
HNWAG
1231
High Net Worth Advisory Group
Florida
$225K – – –
RPA
1232
Rock Point Advisors
Vermont
$225K -$16.5K -400 -7%
AFP
1233
Ausdal Financial Partners
Iowa
$225K +$23.4K +569 +12%
NLP
1234
Next Level Private
New York
$224K +$2.51K +61 +1%
CTC
1235
Central Trust Company
Missouri
$224K -$1.24K -30 -0.5%
AF
1236
Apexium Financial
Texas
$223K +$1.19K +29 +0.5%
BRWM
1237
Blue Rock Wealth Management
North Carolina
$222K +$222K +5,400 New
MPIA
1238
Mountain Pacific Investment Advisers
Idaho
$221K – – –
FH
1239
FWG Holdings
Florida
$221K – – –
PWP
1240
Phillips Wealth Planners
Mississippi
$221K -$2.62K -74 -1%
SMC
1241
Smith, Moore & Co
Missouri
$220K +$220K +5,356 New
AFW
1242
Atlantic Family Wealth
Florida
$220K +$9.46K +230 +5%
SHFA
1243
SC&H Financial Advisors
Maryland
$219K – – –
GM
1244
GeoWealth Management
Illinois
$218K -$32K -777 -13%
GPW
1245
Genesis Private Wealth
Virginia
$218K +$1.32K +32 +0.6%
CIA
1246
Cape Investment Advisory
Georgia
$218K -$2.22K -54 -1%
EW
1247
Element Wealth
Mississippi
$217K +$411 +10 +0.2%
JSAM
1248
J. Safra Asset Management
New York
$217K +$37K +899 +21%
HI
1249
Harbour Investments
Wisconsin
$217K +$53.7K +1,305 +33%
JSW
1250
Journey Strategic Wealth
New Jersey
$217K +$6.46K +157 +3%
48 49
50
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