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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
20.91%
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 %
WEG
1601
World Equity Group
Illinois
– -$219K -5,050 Closed
ILI
1602
Invesco LLC (Illinois)
Illinois
– -$214K -4,936 Closed
WWM
1603
Western Wealth Management
Colorado
– -$213K -4,910 Closed
HTIM
1604
Harbour Trust & Investment Management
Indiana
– -$213K -4,906 Closed
FAT
1605
First American Trust
California
– -$210K -4,833 Closed
AFGAS
1606
Allegiance Financial Group Advisory Services
Virginia
– -$209K -4,825 Closed
TFF
1607
The Family Firm
Maryland
– -$206K -4,758 Closed
LI
1608
Lafayette Investments
Maryland
– -$205K -4,727 Closed
TFS
1609
Thoroughbred Financial Services
Tennessee
– -$204K -4,705 Closed
AW
1610
Alaethes Wealth
Nevada
– -$204K -4,694 Closed
PMG
1611
ProVise Management Group
Florida
– -$203K -4,683 Closed
DFG
1612
Delta Financial Group
New Jersey
– -$202K -4,646 Closed
AC
1613
ASB Consultores
Florida
– -$201K -4,631 Closed
PP
1614
PDS Planning
Ohio
– -$201K -4,627 Closed
SFG
1615
SevenBridge Financial Group
Pennsylvania
– -$216K -4,553 Closed
FCP
1616
Fidelis Capital Partners
Florida
– -$210K -4,479 Closed
OC
1617
Oarsman Capital
Wisconsin
– -$151K -3,473 Closed
WAM
1618
WFA Asset Management
Wisconsin
– -$133K -3,075 Closed
ACM
1619
Aster Capital Management
United Arab Emirates
– -$126K -2,895 Closed
PIS
1620
POM Investment Strategies
North Carolina
– -$104K -2,394 Closed
CIAM
1621
Caitong International Asset Management
Hong Kong
– -$97.6K -2,250 Closed
CCA
1622
Catalyst Capital Advisors
New York
– -$94.4K -2,177 Closed
FIA
1623
FNY Investment Advisers
New York
– -$56K -1,300 Closed
EFG
1624
Ethos Financial Group
Pennsylvania
– -$52.4K -1,208 Closed
CAS
1625
Coppell Advisory Solutions
Texas
– -$43.2K -996 Closed
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