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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 %
IAS
1351
IMA Advisory Services
Colorado
$80.7K +$80.7K +1,961 New
CT
1352
Clearstead Trust
Maine
$76K – – –
BFS
1353
Bare Financial Services
Pennsylvania
$75.7K +$1.11K +27 +1%
TSMHT
1354
Thurston Springer Miller Herd & Titak
Indiana
$75.3K -$46.7K -1,135 -38%
HIA
1355
Harbor Investment Advisory
Maryland
$73.9K +$68.5K +1,665 +1,271%
MSG
1356
Main Street Group
Virginia
$72.3K +$4.11K +100 +6%
RFS
1357
Richardson Financial Services
Massachusetts
$71.8K +$2.06K +50 +3%
WF
1358
Wayfinding Financial
Washington
$70K +$70K +1,722 New
WT
1359
Washington Trust
Rhode Island
$67.5K -$83.6K -2,032 -55%
KWM
1360
Kiker Wealth Management
Georgia
$66K +$66K +1,605 New
JFGIW
1361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.8K +$48.6K +1,181 +283%
SC
1362
Stephens Consulting
Michigan
$64K – – –
CCM
1363
Chilton Capital Management
Texas
$61.7K -$39.1K -950 -39%
TFIPS
1364
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.7K +$15.3K +373 +35%
HT
1365
Headlands Technologies
Illinois
$59.4K -$521K -12,655 -90%
USB
1366
Union Savings Bank
Connecticut
$58.8K – – –
IRAG
1367
Investment Research & Advisory Group
Georgia
$58.7K +$4.77K +116 +9%
TC
1368
Truvestments Capital
Florida
$57.1K +$44.8K +1,088 +363%
MFC
1369
Mechanics Financial Corp
Ohio
$56.6K – – –
MSWA
1370
Marshall & Sterling Wealth Advisors
New York
$56.3K +$56.3K +1,367 New
GKIM
1371
GW&K Investment Management
Massachusetts
$56K -$41 -1 -0.1%
PWA
1372
Physician Wealth Advisors
Utah
$55.4K -$494 -12 -0.9%
BLC
1373
Brown, Lisle/Cummings
Rhode Island
$55.1K +$2.63K +64 +5%
PS
1374
Pinney & Scofield
Massachusetts
$53.9K – – –
AG
1375
AmeriFlex Group
Nevada
$53.5K -$24.9K -605 -32%
53 54
55
56 57