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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 %
GIA
1276
Gateway Investment Advisers
Ohio
$205K +$205K +4,989 New
AFW
1277
Avantra Family Wealth
Pennsylvania
$205K -$43.2K -1,050 -17%
LWM
1278
LongView Wealth Management
Georgia
$205K – – –
TA
1279
TrueWealth Advisors
Alabama
$204K +$2.1K +51 +1%
BWM
1280
Baron Wealth Management
Michigan
$203K -$32.3K -786 -14%
VWA
1281
VSM Wealth Advisory
Maryland
$203K – – –
LA
1282
LexAurum Advisors
Kansas
$202K -$165 -4 -0.1%
HFRG
1283
Houlihan Financial Resource Group
Virginia
$200K – – –
EB
1284
Eastern Bank
Massachusetts
$200K – – –
FFWM
1285
Future Financial Wealth Management
Ohio
$193K -$24.7K -600 -11%
ACA
1286
American Capital Advisory
Idaho
$184K -$16.5K -400 -8%
BG
1287
Bollard Group
Massachusetts
$182K +$2.02K +49 +1%
SIS
1288
Sound Income Strategies
Florida
$180K -$14K -340 -7%
GBT
1289
Grove Bank & Trust
Florida
$178K -$81.8K -1,987 -31%
AAG
1290
Accordant Advisory Group
Maryland
$177K – – –
LI
1291
LRI Investments
Florida
$172K – – –
CH
1292
Cromwell Holdings
Wyoming
$169K – – –
HB
1293
Horizon Bancorp
Indiana
$166K -$18.9K -458 -10%
WSC
1294
Wellington Shields & Co
New York
$165K – – –
NFSG
1295
Newbridge Financial Services Group
Florida
$164K -$19.3K -470 -11%
MCM
1296
Manchester Capital Management
Vermont
$160K +$11.9K +288 +8%
CWM
1297
CarsonAllaria Wealth Management
Illinois
$154K +$4.36K +106 +3%
SIM
1298
Sentry Investment Management
Wisconsin
$154K +$154K +4,387 New
BGAI
1299
Bruce G. Allen Investments
Colorado
$154K -$10.9K -264 -7%
BIG
1300
Brooklyn Investment Group
New York
$147K +$41.3K +1,003 +39%
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