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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 %
DCBT
1301
Dakota Community Bank & Trust
North Dakota
$146K -$4.65K -113 -3%
CAM
1302
Creekmur Asset Management
Illinois
$146K +$145K +3,514 +13,515%
FC
1303
Fairscale Capital
New Hampshire
$144K – – –
HFM
1304
Hartford Financial Management
Connecticut
$142K – – –
MCM
1305
MV Capital Management
Maryland
$141K +$5.64K +137 +4%
GTAM
1306
Global Trust Asset Management
Florida
$140K -$10.3K -250 -7%
CFD
1307
Creative Financial Designs
Indiana
$138K -$4.9K -119 -3%
ADL
1308
Asset Dedication LLC
California
$137K +$1.11K +27 +0.8%
IMC
1309
Investment Management Corporation
Virginia
$137K +$21.2K +515 +18%
DMBA
1310
Deseret Mutual Benefit Administrators
Utah
$133K – – –
VCM
1311
Versant Capital Management
Arizona
$132K +$78K +1,895 +144%
CW
1312
Curio Wealth
Maryland
$131K -$67.8M -1,035 -100%
CSPIA
1313
Cary Street Partners Investment Advisory
Virginia
$129K +$15.6K +379 +14%
TWC
1314
TD Waterhouse Canada
Ontario, Canada
$128K -$2.83K -69 -2%
CSC
1315
Caldwell Sutter Capital
California
$126K -$10.7K -261 -8%
BI
1316
Binnacle Investments
Iowa
$125K +$125K +3,044 New
VFM
1317
Viking Fund Management
North Dakota
$123K +$123K +3,000 New
FPB
1318
First PREMIER Bank
South Dakota
$123K – – –
ETC
1319
Exchange Traded Concepts
Oklahoma
$119K +$21.2K +515 +22%
NRG
1320
Nemes Rush Group
Michigan
$118K -$38.3K -932 -25%
SWA
1321
SOA Wealth Advisors
New York
$118K – – –
BWAM
1322
Boyd Watterson Asset Management
Ohio
$117K -$206 -5 -0.2%
AEPWM
1323
Atlantic Edge Private Wealth Management
Florida
$116K +$3.09K +75 +3%
QL
1324
Quarry LP
New York
$116K +$116K +2,820 New
MIFH
1325
Migdal Insurance & Financial Holdings
Israel
$116K -$74.6K -1,818 -39%
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