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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
HCM
351
Huber Capital Management
California
$5.41M -$2.23M -50,000 -28%
AI
352
Atria Investments
North Carolina
$5.38M -$134K -3,004 -2%
VPIM
353
Vanguard Personalized Indexing Management
California
$5.38M +$393K +8,825 +7%
LG
354
LaFleur & Godfrey
Michigan
$5.32M +$945K +21,202 +20%
BA
355
Baugh & Associates
Georgia
$5.32M -$22.7K -510 -0.4%
CL
356
Choreo LLC
Illinois
$5.3M -$555K -12,463 -9%
UCMOK
357
United Capital Management of KS
Kansas
$5.17M +$151K +3,381 +3%
LIM
358
Loudon Investment Management
New Hampshire
$5.16M +$112K +2,519 +2%
CTA
359
Chesley Taft & Associates
Illinois
$5.11M -$16.5K -370 -0.3%
WCM
360
Whitener Capital Management
North Carolina
$4.97M -$119K -2,672 -2%
SCM
361
Shelton Capital Management
Colorado
$4.94M -$379K -8,516 -7%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.93M +$781K +17,529 +17%
GW
363
Griffith & Werner
Georgia
$4.92M +$711K +15,949 +15%
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$4.92M -$1.04M -23,446 -16%
RIM
365
Rakuten Investment Management
Japan
$4.88M +$5.37M +120,598 New
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$4.81M -$139K -3,130 -3%
AssetMark Inc
367
AssetMark Inc
California
$4.72M +$1.02M +22,900 +25%
CCB
368
Country Club Bank
Missouri
$4.7M +$3.15M +70,612 +155%
BCCM
369
Bridge Creek Capital Management
Massachusetts
$4.67M -$151K -3,397 -3%
OPERF
370
Oregon Public Employees Retirement Fund
Oregon
$4.65M -$32.5K -730 -0.6%
WP
371
Woodline Partners
California
$4.57M +$1.4M +31,454 +39%
Grantham, Mayo, Van Otterloo & Co (GMO)
372
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.56M +$3.92M +87,896 +383%
AI
373
Atom Investors
Texas
$4.56M -$2.06M -46,297 -29%
Allianz Asset Management
374
Allianz Asset Management
Germany
$4.56M +$226K +5,062 +5%
DIA
375
Dana Investment Advisors
Wisconsin
$4.5M -$1.17M -26,218 -19%

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.