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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
PFSRSONJ
276
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.98M -$5.57K -125 -0.1%
SBIA
277
Sheaff Brock Investment Advisors
Indiana
$7.94M -$326K -7,307 -4%
LCM
278
Logan Capital Management
Pennsylvania
$7.85M +$15.2K +342 +0.2%
NA
279
NewEdge Advisors
Louisiana
$7.85M +$1.36M +30,631 +19%
SAM
280
Socorro Asset Management
Texas
$7.84M +$162K +3,630 +2%
1IA
281
1834 Investment Advisors
Wisconsin
$7.74M -$343K -7,700 -4%
Daiwa Securities Group
282
Daiwa Securities Group
Japan
$7.72M +$548K +12,307 +7%
X
283
Xponance
Pennsylvania
$7.7M -$7.59M -170,443 -48%
Simplex Trading
284
Simplex Trading
Illinois
$7.66M +$8.29M +186,150 New
CIBC World Market
285
CIBC World Market
Ontario, Canada
$7.52M +$7.04M +158,069 +641%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$7.5M +$240K +5,377 +3%
CWP
287
Cyndeo Wealth Partners
Florida
$7.5M +$470K +10,559 +6%
YCM
288
Yousif Capital Management
Michigan
$7.46M -$48.5K -1,089 -0.6%
FAF
289
Fjarde Ap-fonden
Sweden
$7.43M -$2.06M -46,200 -20%
BMSSC
290
B. Metzler seel. Sohn & Co
Germany
$7.42M +$440K +9,878 +6%
RFC
291
Regions Financial Corp
Alabama
$7.38M -$1.7M -38,246 -18%
PD
292
Point72 (DIFC)
United Arab Emirates
$7.37M +$7.97M +178,987 New
Public Employees Retirement Association of Colorado
293
Public Employees Retirement Association of Colorado
Colorado
$7.33M -$31.3K -703 -0.4%
IWA
294
IBEX Wealth Advisors
New Jersey
$7.27M +$43.7K +981 +0.6%
NYLIM
295
New York Life Investment Management
New York
$7.24M -$950K -21,329 -11%
AWA
296
Arkadios Wealth Advisors
Georgia
$7.21M +$2.17M +48,614 +38%
MCM
297
Maltese Capital Management
New York
$7.2M +$446K +10,000 +6%
EI
298
Ethic Inc
New York
$7.16M +$528K +11,857 +7%
NAM
299
NTV Asset Management
West Virginia
$7.12M -$167K -3,740 -2%
DT
300
Diversified Trust
Tennessee
$7.12M -$277K -6,223 -3%

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.