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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
Mirae Asset Global Investments
326
Mirae Asset Global Investments
South Korea
$6.32M +$904K +20,298 +15%
MOACM
327
Mutual of America Capital Management
New York
$6.3M -$267K -6,001 -4%
Mackenzie Financial
328
Mackenzie Financial
Ontario, Canada
$6.29M +$1.44M +32,313 +27%
LW
329
Linscomb Wealth
Texas
$6.29M +$160K +3,592 +2%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$6.28M -$743K -16,669 -10%
MA
331
Montag & Associates
Georgia
$6.23M -$28.8K -647 -0.4%
HPG
332
Harvest Portfolios Group
Ontario, Canada
$6.04M +$520K +11,672 +9%
PPW
333
Parcion Private Wealth
Washington
$6.01M +$180K +4,050 +3%
CIA
334
Concurrent Investment Advisors
Florida
$5.93M +$526K +11,805 +9%
FM
335
Freemont Management
Switzerland
$5.91M +$1.19M +26,700 +23%
JPWM
336
Jamison Private Wealth Management
Georgia
$5.88M +$18K +404 +0.3%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$5.84M -$158K -3,541 -2%
OAM
338
OP Asset Management
$5.83M +$6.32M +141,787 New
Los Angeles Capital Management
339
Los Angeles Capital Management
California
$5.81M -$863K -19,376 -12%
OC
340
Oppenheimer & Co
New York
$5.69M +$133K +2,986 +2%
ABC
341
Associated Banc-Corp
Wisconsin
$5.69M -$146K -3,288 -2%
Bank of Nova Scotia
342
Bank of Nova Scotia
Ontario, Canada
$5.67M -$19.5M -436,909 -76%
CWG
343
Cornerstone Wealth Group
North Carolina
$5.66M +$516K +11,591 +9%
EF
344
Empowered Funds
Pennsylvania
$5.65M +$1.52M +34,228 +33%
HWM
345
HB Wealth Management
Georgia
$5.64M +$780K +17,514 +15%
PFPT
346
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.53M +$2.13M +47,717 +55%
AAIS
347
ABN AMRO Investment Solutions
$5.53M +$1.75M +39,170 +41%
DWM
348
Dakota Wealth Management
Florida
$5.49M -$804K -18,046 -12%
PI
349
PGGM Investments
Netherlands
$5.47M +$1.91M +42,944 +48%
SI
350
Stephens Inc
Arkansas
$5.42M +$73.9K +1,659 +1%

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.