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Truist Financial
TFC

Overview Fund Activity

1,513 hedge funds and large institutions have $41B invested in Truist Financial in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 601 increasing their positions, 603 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
-26
Holders Change %
-1.69%
% of All Funds
20.29%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
114
Increased
601
Reduced
603
Closed
116
Calls
$573M
Puts
$345M
Net Calls
+$228M
Net Calls Change
+$1.51M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$1.38B
2
BlackRock
BlackRock
New York
$4.59B
3
Citadel Advisors
Citadel Advisors
Florida
$209M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$725M
5
Capital International Investors
Capital International Investors
California
$4.61B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$648M
2
Amundi
Amundi
France
$214M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.19M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$641M
5
Millennium Management
Millennium Management
New York
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
1576
Balentine LLC
Georgia
– -$412K -10,013 Closed
BCM
1577
Boltwood Capital Management
California
– -$409K -9,950 Closed
MS
1578
Maven Securities
Jersey
– -$387K -9,407 Closed
FWCM
1579
Ferguson Wellman Capital Management
Oregon
– -$374K -9,085 Closed
CFM
1580
Catalyst Funds Management
Australia
– -$370K -9,000 Closed
CWC
1581
Carolinas Wealth Consulting
North Carolina
– -$333K -8,104 Closed
NA
1582
Novus Advisors
South Carolina
– -$329K -7,984 Closed
1C
1583
111 Capital
France
– -$327K -7,956 Closed
BIG
1584
Brookwood Investment Group
Arizona
– -$322K -7,828 Closed
VF
1585
Virtu Financial
New York
– -$317K -7,711 Closed
GAA
1586
Global Assets Advisory
Florida
– -$286K -7,531 Closed
HCP
1587
Hexagon Capital Partners
Arkansas
– -$310K -7,527 Closed
CFP
1588
Catalyst Financial Partners
Massachusetts
– -$299K -7,278 Closed
PCS
1589
Personal CFO Solutions
New Jersey
– -$293K -7,119 Closed
QC
1590
Quantessence Capital
New York
– -$279K -6,775 Closed
CIM
1591
Cambria Investment Management
California
– -$275K -6,678 Closed
BFM
1592
Boothbay Fund Management
New York
– -$269K -6,529 Closed
FAIM
1593
Financial Advocates Investment Management
Washington
– -$263K -6,392 Closed
LF
1594
LifePlan Financial
Minnesota
– -$253K -6,159 Closed
ACM
1595
Altrius Capital Management
North Carolina
– -$252K -6,127 Closed
BA
1596
Bristlecone Advisors
Washington
– -$250K -6,067 Closed
AA
1597
Advisory Alpha
Michigan
– -$238K -5,782 Closed
TW
1598
TritonPoint Wealth
Maryland
– -$234K -5,684 Closed
BFA
1599
Benedict Financial Advisors
Georgia
– -$229K -5,565 Closed
SAW
1600
Signal Advisors Wealth
Michigan
– -$229K -5,558 Closed
62 63
64
65 66