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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 %
EC
1626
Elequin Capital
New York
– -$34.7K -800 Closed
VWM
1627
Valley Wealth Managers
New Jersey
– -$26K -600 Closed
AFM
1628
Aspetuck Financial Management
Connecticut
– -$21.7K -500 Closed
TCG
1629
Transcendent Capital Group
Oklahoma
– -$13K -300 Closed
B
1630
Birchbrook
Maine
– -$8.68K -200 Closed
PPA
1631
Painted Porch Advisors
California
– -$8.42K -194 Closed
OA
1632
Operose Advisors
Wisconsin
– -$8.03K -185 Closed
SAM
1633
Synergy Asset Management
Washington
– -$6.59K -154 Closed
SC
1634
Stance Capital
Massachusetts
– -$5.42K -125 Closed
MFG
1635
Menard Financial Group
Texas
– -$5.16K -119 Closed
MRP
1636
Measured Risk Portfolios
California
– -$4.34K -100 Closed
VFM
1637
Vision Financial Markets
Connecticut
– -$4.34K -100 Closed
RL
1638
Rogco LP
Oklahoma
– -$3.73K -86 Closed
ORAM
1639
One River Asset Management
Connecticut
– -$3.6K -83 Closed
CF
1640
Conquis Financial
California
– -$3.56K -82 Closed
LFA
1641
Legend Financial Advisors
Pennsylvania
– -$2.78K -64 Closed
FLP
1642
Financial Life Planners
Arizona
– -$2.65K -61 Closed
CTB
1643
Country Trust Bank
Illinois
– -$521 -12 Closed
SMAM
1644
Sugar Maple Asset Management
Wisconsin
– -$434 -10 Closed
KBFS
1645
Kohmann Bosshard Financial Services
Ohio
– -$304 -7 Closed
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