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Truist Financial

1,557 hedge funds and large institutions have $40.1B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 632 increasing their positions, 598 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $605M | Put options by funds: $379M

10% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 106

1.83% more ownership

Funds ownership: 73.04%74.86% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 598

1% less funds holding

Funds holding: 1,5691,557 (-12)

6% less capital invested

Capital invested by funds: $42.6B → $40.1B (-$2.46B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,557
Holders Change
-12
Holders Change %
-0.76%
% of All Funds
20.87%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
117
Increased
632
Reduced
598
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
251
Quantbot Technologies
New York
$9.83M +$10M +225,474 +1,695%
MWM
252
Modera Wealth Management
New Jersey
$9.8M -$30.7K -689 -0.3%
PA
253
Pinnacle Associates
New York
$9.71M +$2.41K +54 +0%
DnB Asset Management
254
DnB Asset Management
Norway
$9.65M -$314K -7,049 -3%
SAI
255
Systematic Alpha Investments
New Jersey
$9.63M
MCM
256
Moore Capital Management
New York
$9.56M -$3.13M -70,289 -23%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$9.49M -$1.01M -22,686 -9%
NCM
258
Nearwater Capital Markets
Ireland
$9.47M
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$9.27M -$758K -17,012 -7%
Wealthfront Advisers
260
Wealthfront Advisers
California
$9.14M +$1.76M +39,430 +22%
Arrowstreet Capital
261
Arrowstreet Capital
Massachusetts
$9.12M -$16.9M -380,431 -63%
URS
262
Utah Retirement Systems
Utah
$9.1M
BCAM
263
Boston Common Asset Management
Massachusetts
$9.06M +$1.67M +37,401 +20%
TS
264
Triglav Skladi
Slovenia
$8.99M -$550K -12,340 -5%
FNT
265
First National Trust
Pennsylvania
$8.81M +$71.3K +1,601 +0.8%
Parallax Volatility Advisers
266
Parallax Volatility Advisers
California
$8.77M -$2.85M -63,909 -23%
CAM
267
Cresset Asset Management
Illinois
$8.63M -$84.6K -1,899 -0.9%
BEI
268
Benjamin Edwards Inc
Missouri
$8.62M +$504K +11,323 +6%
KAS
269
Kestra Advisory Services
Texas
$8.5M +$865K +19,411 +10%
HPCM
270
Hunter Perkins Capital Management
Illinois
$8.37M -$1.95M -43,734 -18%
UIM
271
USS Investment Management
United Kingdom
$8.27M
CCMINC
272
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.18M +$155K +3,469 +2%
IIM
273
Intact Investment Management
Quebec, Canada
$8.16M
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$8.04M +$96.9K +2,174 +1%
RP
275
Rowlandmiller & Partners
Georgia
$8.01M -$166K -3,726 -2%

TFC Hedge Fund Activity: Q1 2025 in Review

1,557 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2025, worth a combined $40.1B — down 5.8% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TFC positions and 106 closed out — a net gain of 11 holders — while 632 added to existing stakes and 598 trimmed.

The largest buyer was Capital International Investors, adding an estimated $625M. The largest seller was JP Morgan Chase, cutting an estimated $542M.

  • 1,557 institutional investors held Truist Financial (TFC) as of Q1 2025, down from 1,569 in Q4 2024.
  • Funds reported $40.1B of Truist Financial stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 117 funds opened new Truist Financial positions in Q1 2025 and 106 closed out, a net change of +11 holders.
  • The largest Truist Financial buyer in Q1 2025 was Capital International Investors, an estimated $625M added.
  • The largest Truist Financial seller in Q1 2025 was JP Morgan Chase, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2025.