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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
TC
376
TownSquare Capital
Utah
$4.43M +$294K +6,591 +7%
FCBT
377
First Citizens Bank & Trust
North Carolina
$4.42M +$15.3K +343 +0.3%
KCM
378
Kempner Capital Management
Texas
$4.39M
SAM
379
Sompo Asset Management
Japan
$4.38M +$446 +10 +0%
GAM
380
Griffin Asset Management
New York
$4.38M -$193K -4,322 -4%
PP
381
Patten & Patten
Tennessee
$4.38M -$142K -3,186 -3%
Nordea Investment Management
382
Nordea Investment Management
Sweden
$4.36M +$17.7K +397 +0.4%
CTA
383
Colonial Trust Advisors
South Carolina
$4.35M +$351K +7,887 +8%
MSU
384
Mizuho Securities USA
New York
$4.34M -$911K -20,452 -16%
MME
385
Meag Munich Ergo
Germany
$4.27M +$4.44M +99,680 +2,462%
PPWP
386
Proquility Private Wealth Partners
Nevada
$4.27M +$177K +3,978 +4%
CA
387
Cullinan Associates
Kentucky
$4.25M -$2.22M -49,802 -33%
MF
388
Magnetar Financial
Illinois
$4.24M -$1.18M -26,532 -20%
Lido Advisors
389
Lido Advisors
California
$4.22M +$1.99M +44,658 +77%
TRSOTSOK
390
Teachers Retirement System of the State of Kentucky
Kentucky
$4.21M +$139K +3,122 +3%
AV
391
ASR Vermogensbeheer
Netherlands
$4.19M +$4.54M +101,882 New
AF
392
Avanza Fonder
Sweden
$4.19M -$5.08K -114 -0.1%
SIAP
393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.17M -$163K -3,655 -3%
NIM
394
NEOS Investment Management
Connecticut
$4.16M +$836K +18,769 +23%
HW
395
Hedeker Wealth
Illinois
$4.15M +$150K +3,372 +3%
CM
396
Caption Management
Oklahoma
$4.14M +$2.34M +52,585 +110%
CIAS
397
Capital Investment Advisory Services
North Carolina
$4.1M -$6.72M -150,896 -60%
FA
398
Fiduciary Alliance
South Carolina
$4.06M +$41.7K +936 +1%
PAA
399
Peregrine Asset Advisers
Oregon
$4.04M +$1.89M +42,377 +76%
WSCM
400
Wellington Shields Capital Management
New York
$4.03M +$755K +16,955 +21%

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.