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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 %
APW
1401
Atlantic Private Wealth
North Carolina
$29.4K – – –
WAS
1402
Winch Advisory Services
Wisconsin
$28.3K +$288 +7 +1%
MHR
1403
Matthew Hamilton Rosenberg
$27.5K +$5.35K +130 +24%
FP
1404
Financial Perspectives
Minnesota
$26.2K +$41 +1 +0.2%
WPA
1405
Wealth Preservation Advisors
Tennessee
$25.1K +$25.1K +609 New
HFS
1406
Hopwood Financial Services
Virginia
$24.7K – – –
NWM
1407
Navigoe Wealth Management
California
$24K – – –
FMTCOCP
1408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
OAJ
1409
Ogorek Anthony Joseph
New York
$24K +$24K +598 New
PWMG
1410
Prestige Wealth Management Group
New Jersey
$23.8K – – –
SC
1411
Swan Capital
Florida
$23.5K – – –
PFSC
1412
Peoples Financial Services Corp
Pennsylvania
$23.4K – – –
RFG
1413
REAP Financial Group
Texas
$21.9K +$7.41K +180 +51%
SCB
1414
Saudi Central Bank
Saudi Arabia
$21.5K +$21.5K +522 New
AWM
1415
AllSquare Wealth Management
New York
$21.1K – – –
RAM
1416
Ramirez Asset Management
New York
$20.6K – – –
VWWMG
1417
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K – – –
OWA
1418
Opal Wealth Advisors
New York
$20.3K +$20.3K +493 New
GFPC
1419
Global Financial Private Client
Florida
$19.6K +$1.73K +42 +10%
CWM
1420
Centricity Wealth Management
Ohio
$18.8K +$1.03K +25 +6%
NEWAS
1421
N.E.W. Advisory Services
Wisconsin
$18.2K +$18.2K +443 New
ME
1422
McIlrath & Eck
Washington
$17.6K – – –
TCM
1423
TD Capital Management
Tennessee
$17.4K +$16.3K +397 +1,527%
SHIM
1424
Stone House Investment Management
Pennsylvania
$17.2K +$17.2K +417 New
MBFW
1425
Morton Brown Family Wealth
Pennsylvania
$17K +$124 +3 +0.7%
55 56
57
58 59