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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 %
EA
1326
Evolution Advisers
Virginia
$112K -$24 -16 -0%
RTC
1327
Riverview Trust Company
Washington
$112K – – –
AF
1328
Advisornet Financial
Minnesota
$108K -$19.8K -482 -15%
SCM
1329
Silvant Capital Management
Georgia
$106K – – –
SS
1330
SBI Securities
Japan
$103K +$4.2K +102 +4%
MEG
1331
Millstone Evans Group
Colorado
$102K – – –
SS
1332
Sunbelt Securities
Texas
$102K +$10.7K +261 +12%
CG
1333
Curat Global
New Hampshire
$101K +$101K +2,443 New
CWM
1334
Cranbrook Wealth Management
Michigan
$100K – – –
PG
1335
Proffitt & Goodson
Tennessee
$99.4K – – –
CIR
1336
Clear Investment Research
Georgia
$97.1K – – –
PWAM
1337
Private Wealth Asset Management
Iowa
$95.1K +$95.1K +2,311 New
HFS
1338
Hughes Financial Services
Virginia
$94K +$94K +2,292 New
QC
1339
Quent Capital
New York
$90.1K -$18K -438 -17%
SN
1340
Sittner & Nelson
Oregon
$89.5K – – –
GCM
1341
Gables Capital Management
Florida
$89.3K – – –
GSWM
1342
Golden State Wealth Management
California
$89.2K +$41 +1 +0%
LFG
1343
Larson Financial Group
Missouri
$89.1K +$13.3K +323 +18%
C
1344
Covestor
United Kingdom
$85K -$4.68K -113 -5%
PB
1345
Pinnacle Bancorp
Nebraska
$84.7K – – –
SPF
1346
South Plains Financial
Texas
$84.2K +$2.88K +70 +4%
FCAS
1347
First Command Advisory Services
Texas
$83.5K – – –
SVWA
1348
Sarver Vrooman Wealth Advisors
Missouri
$82.4K +$82.4K +2,002 New
ST
1349
Smithfield Trust
Pennsylvania
$82K – – –
CAL
1350
Capital Advisors Ltd
Ohio
$81K – – –
52 53
54
55 56