TFC icon

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 %
CCM
1576
Chiron Capital Management
Florida
– -$369K -8,507 Closed
AWF
1577
Alpha Wealth Funds
Utah
– -$347K -8,000 Closed
FTUS
1578
Flow Traders U.S.
New York
– -$320K -7,370 Closed
AWP
1579
Ascent Wealth Partners
New York
– -$309K -7,119 Closed
IUHSA
1580
Itau Unibanco Holding S.A.
Brazil
– -$304K -7,000 Closed
CCT
1581
Capital City Trust
Florida
– -$297K -6,857 Closed
SAM
1582
Secure Asset Management
Michigan
– -$285K -6,572 Closed
KA
1583
Kovack Advisors
Florida
– -$281K -6,468 Closed
RIG
1584
RiverFront Investment Group
Virginia
– -$270K -6,223 Closed
GSEP
1585
Golden State Equity Partners
California
– -$266K -6,124 Closed
SWIG
1586
Strategic Wealth Investment Group
Kentucky
– -$258K -5,941 Closed
FTC
1587
Farmers Trust Company
Ohio
– -$253K -5,834 Closed
AAS
1588
Ameritas Advisory Services
Nebraska
– -$251K -5,795 Closed
TC
1589
TAGStone Capital
North Carolina
– -$248K -5,725 Closed
TW
1590
Traveka Wealth
California
– -$247K -5,699 Closed
TPI
1591
Trust Point Inc
Wisconsin
– -$244K -5,627 Closed
CHP
1592
Cable Hill Partners
Oregon
– -$236K -5,431 Closed
CG
1593
CFO4Life Group
Texas
– -$233K -5,360 Closed
BWP
1594
Balboa Wealth Partners
Arizona
– -$231K -5,324 Closed
MMM
1595
Mendel Money Management
Illinois
– -$227K -5,224 Closed
SSG
1596
Summit Securities Group
New York
– -$226K -5,200 Closed
CCP
1597
Cassia Capital Partners
North Carolina
– -$223K -5,149 Closed
NPT
1598
Nixon Peabody Trust
Massachusetts
– -$223K -5,137 Closed
RBC
1599
Romano Brothers & Co
Illinois
– -$220K -5,075 Closed
CC
1600
Chicago Capital
Illinois
– -$220K -5,068 Closed
62 63
64
65 66