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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
BCI
401
Brinker Capital Investments
Pennsylvania
$4.03M -$92.8K -2,083 -2%
OPS
402
Orion Portfolio Solutions
Nebraska
$4.03M -$92.8K -2,083 -2%
KeyBank National Association
403
KeyBank National Association
Ohio
$3.97M +$110K +2,480 +3%
CB
404
Commerce Bank
Missouri
$3.84M -$166K -3,737 -4%
VCA
405
Verdence Capital Advisors
Maryland
$3.8M +$231K +5,187 +6%
AWM
406
Axxcess Wealth Management
California
$3.79M +$490K +11,001 +14%
XF
407
XML Financial
Maryland
$3.78M -$255K -5,729 -6%
WG
408
Wealth Group
North Carolina
$3.77M +$134K +3,007 +3%
ISB
409
Iowa State Bank
Iowa
$3.76M +$72K +1,617 +2%
KRS
410
Kentucky Retirement Systems
Kentucky
$3.75M -$39.3K -881 -1%
QCM
411
Qsemble Capital Management
New York
$3.72M +$4.03M +90,416 New
UBG
412
United Bank (Georgia)
Georgia
$3.71M +$640K +14,366 +19%
CA
413
Clearstead Advisors
Ohio
$3.71M -$36K -808 -0.9%
ITC
414
Inspire Trust Company
Nevada
$3.7M +$356K +8,000 +10%
SW
415
SteelPeak Wealth
California
$3.7M +$515K +11,564 +15%
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$3.69M +$349K +7,837 +10%
SWMG
417
Signature Wealth Management Group
Georgia
$3.68M +$60.7K +1,362 +2%
SFA
418
Semmax Financial Advisors
North Carolina
$3.65M +$307K +6,890 +8%
Pacer Advisors
419
Pacer Advisors
Pennsylvania
$3.64M -$1.84M -41,399 -32%
KPWS
420
Kestra Private Wealth Services
Texas
$3.53M +$203K +4,553 +6%
AIS
421
AM Investment Strategies
Tennessee
$3.52M +$2.05K +46 +0.1%
NAAA
422
New Age Alpha Advisors
New York
$3.51M -$526K -11,813 -12%
IC
423
IEQ Capital
California
$3.5M -$1.38M -30,972 -27%
SG
424
StoneX Group
New York
$3.47M +$136K +3,054 +4%
VanEck Associates
425
VanEck Associates
New York
$3.46M +$454K +10,194 +14%

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.