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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 %
WPW
1251
Waldron Private Wealth
Pennsylvania
$216K -$192K -4,669 -47%
WFI
1252
West Family Investments
California
$216K – – –
A
1253
AlphaQuest
New York
$216K -$230K -5,578 -52%
TCWM
1254
Total Clarity Wealth Management
Illinois
$215K – – –
CWMS
1255
Cannon Wealth Management Services
North Carolina
$215K +$21.1K +545 +11%
HFM
1256
Harvest Fund Management
China
$215K -$73.5K -1,788 -25%
PA
1257
PFW Advisors
Georgia
$215K +$123 +3 +0.1%
MKA
1258
M. Kulyk & Associates
Georgia
$214K – – –
KFS
1259
Keynote Financial Services
Connecticut
$214K – – –
PTC
1260
Philadelphia Trust Company
Pennsylvania
$214K – – –
AC
1261
Avestar Capital
New York
$214K -$45.7K -1,110 -18%
HL
1262
HeadInvest LLC
Maine
$213K -$59.5K -1,445 -22%
JIC
1263
Joel Isaacson & Co
New York
$213K +$213K +5,180 New
TS
1264
TradeWell Securities
Indiana
$212K -$6.67K -162 -3%
1W
1265
1776 Wealth
Georgia
$210K -$61.7K -1,500 -23%
LC
1266
Lindbrook Capital
California
$210K -$28.2K -685 -12%
OPA
1267
Old Port Advisors
Maine
$210K +$210K +5,092 New
SJL
1268
Shayne & Jacobs LLC
Tennessee
$209K – – –
FA
1269
Faithward Advisors
Pennsylvania
$209K +$17.2K +419 +9%
PCA
1270
Providence Capital Advisors
North Carolina
$209K +$209K +5,075 New
SPC
1271
Spirepoint Private Client
Florida
$208K -$412 -10 -0.2%
NWWA
1272
New Wave Wealth Advisors
Arkansas
$208K -$46K -1,117 -18%
YCG
1273
Yeomans Consulting Group
Georgia
$208K – – –
EBT
1274
Enterprise Bank & Trust
Massachusetts
$208K +$208K +5,051 New
LA
1275
Legacy Advisors
Pennsylvania
$207K +$207K +5,035 New
49 50
51
52 53