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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89B -$8.99M -218,550 -0.2%
Capital International Investors
2
Capital International Investors
California
$4.31B +$578M +14,036,745 +15%
BlackRock
3
BlackRock
New York
$4.09B -$201M -4,894,817 -5%
State Street
4
State Street
Massachusetts
$2.54B -$81.8M -1,988,583 -3%
Bank of America
5
Bank of America
North Carolina
$1.55B -$19.6M -475,631 -1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.49B -$501M -12,168,837 -25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.15B +$5.77M +140,703 +0.5%
Amundi
8
Amundi
France
$919M +$40.5M +1,091,311 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$817M +$18.5M +449,903 +2%
Morgan Stanley
10
Morgan Stanley
New York
$793M +$13.7M +333,889 +2%
Charles Schwab
11
Charles Schwab
California
$716M -$1.99M -48,481 -0.3%
Northern Trust
12
Northern Trust
Illinois
$586M -$8.03M -195,201 -1%
Invesco
13
Invesco
Georgia
$541M +$131M +3,188,999 +32%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$511M +$80.5M +1,956,645 +19%
American Century Companies
15
American Century Companies
Missouri
$496M +$88.8M +2,158,639 +22%
UBS AM
16
UBS AM
Illinois
$427M -$15.4M -373,194 -3%
Federated Hermes
17
Federated Hermes
Pennsylvania
$391M +$3.68M +89,373 +0.9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$346M -$3.48M -84,504 -1%
Legal & General Group
19
Legal & General Group
United Kingdom
$334M +$4.36M +105,915 +1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$330M +$16.8M +408,726 +5%
Goldman Sachs
21
Goldman Sachs
New York
$287M +$23.3M +565,589 +9%
UBS Group
22
UBS Group
Switzerland
$279M +$26.2M +635,661 +10%
Victory Capital Management
23
Victory Capital Management
Texas
$274M +$247M +6,012,817 +923%
Macquarie Group
24
Macquarie Group
Australia
$253M -$27.6M -670,543 -10%
Barclays
25
Barclays
United Kingdom
$239M +$107M +2,611,917 +82%
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