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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 %
BFS
1376
Burkett Financial Services
South Carolina
$51.2K +$1.4K +34 +3%
TC
1377
Trust Company
Kansas
$50.7K – – –
CA
1378
CoreCap Advisors
Michigan
$50.6K -$17.6K -427 -26%
PWMG
1379
Private Wealth Management Group
New Jersey
$50.5K – – –
CSB
1380
City State Bank
Iowa
$48.1K – – –
BCMLT
1381
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.9K +$1.81K +44 +4%
OIA
1382
Optimum Investment Advisors
Illinois
$47.4K -$21.3K -518 -31%
KIM
1383
Kestra Investment Management
Texas
$45.1K -$81.5K -1,980 -64%
WTA
1384
Washington Trust Advisors
Massachusetts
$45K – – –
PAM
1385
Paradigm Asset Management
New York
$44.6K – – –
POIA
1386
Pin Oak Investment Advisors
Texas
$43K – – –
RF
1387
Rossby Financial
Florida
$42.6K +$42.6K +1,130 New
TH
1388
TCTC Holdings
Texas
$42.1K -$11.8K -287 -22%
HWM
1389
Hemington Wealth Management
Virginia
$40K +$5.31K +130 +15%
WCM
1390
Winthrop Capital Management
Indiana
$38K – – –
BFPW
1391
BOK Financial Private Wealth
Colorado
$37.4K +$27.1K +658 +263%
SO
1392
Sierra Ocean
California
$37K +$14.5K +352 +64%
AWM
1393
Abound Wealth Management
Tennessee
$36.6K -$6.13K -149 -14%
MAM
1394
Meeder Asset Management
Ohio
$36K +$19.3K +468 +115%
MTIC
1395
Missouri Trust & Investment Company
Missouri
$35.1K – – –
HWM
1396
Horizons Wealth Management
North Carolina
$35.1K – – –
M
1397
MOTCO
Texas
$32.8K +$26.7K +649 +436%
RA
1398
Rise Advisors
New York
$32.2K -$2.88K -70 -8%
S
1399
Sachetta
Massachusetts
$30.8K -$2.3K -56 -7%
CB
1400
Centennial Bank
Arkansas
$30.5K +$23.9K +580 +360%
54 55
56
57 58