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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 %
FNWA
1526
Financial Network Wealth Advisors
Utah
$1.07K +$1.07K +26 New
BHWM
1527
Bay Harbor Wealth Management
Maryland
$740 +$740 +18 New
PWM
1528
Parkworth Wealth Management
California
$700 +$165 +4 +31%
BMC
1529
Bear Mountain Capital
Washington
$682 +$682 +18 New
PWM
1530
Puff Wealth Management
New Jersey
$623 +$623 +15 New
OCM
1531
Osterweis Capital Management
California
$617 +$617 +15 New
HIA
1532
HFM Investment Advisors
New Jersey
$577 +$577 +14 New
PWA
1533
Principia Wealth Advisory
Texas
$570 -$494 -13 -46%
DWM
1534
Dogwood Wealth Management
Kansas
$535 +$535 +13 New
YDMI
1535
Y.D. More Investments
Israel
$510 +$328 +2,963 +180%
GP
1536
Greenline Partners
New York
$453 +$453 +11 New
DFA
1537
DHJJ Financial Advisors
Illinois
$412 – – –
WBC
1538
West Branch Capital
Massachusetts
$289 – – –
GA
1539
GoalVest Advisory
New York
$288 +$288 +7 New
Norges Bank
1540
Norges Bank
Norway
– -$403M -9,286,034 Closed
ACL
1541
Azora Capital LP
Florida
– -$90.2M -2,080,387 Closed
Massachusetts Financial Services
1542
Massachusetts Financial Services
Massachusetts
– -$88.5M -2,039,144 Closed
PAMP
1543
Polar Asset Management Partners
Ontario, Canada
– -$22.6M -520,000 Closed
Renaissance Technologies
1544
Renaissance Technologies
New York
– -$11.4M -263,017 Closed
DFO
1545
Duquesne Family Office
New York
– -$10.1M -233,500 Closed
CM
1546
Crestline Management
Texas
– -$8.82M -203,309 Closed
CPCPP
1547
Canada Post Corporation Pension Plan
Canada
– -$7.94M -182,953 Closed
MMA
1548
Mizuho Markets Americas
New York
– -$4.73M -109,000 Closed
LSA
1549
L & S Advisors
California
– -$4.53M -104,399 Closed
NICM
1550
Neo Ivy Capital Management
New York
– -$4.49M -103,410 Closed
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62
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