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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
CB
426
Community Bank
New York
$3.46M +$57.2K +1,284 +2%
ET
427
Equitable Trust
Tennessee
$3.46M -$334K -7,498 -8%
Envestnet Portfolio Solutions
428
Envestnet Portfolio Solutions
Illinois
$3.45M -$668K -14,997 -15%
HT
429
HAP Trading
New York
$3.44M +$654K +14,688 +21%
PAG
430
Private Advisor Group
New Jersey
$3.41M -$72.4K -1,626 -2%
HCM
431
Hengehold Capital Management
Ohio
$3.4M +$79.2K +1,777 +2%
SCP
432
Sandhill Capital Partners
New York
$3.39M +$299K +6,709 +9%
BFA
433
Bragg Financial Advisors
North Carolina
$3.32M -$120K -2,701 -3%
GCP
434
Garda Capital Partners
Minnesota
$3.29M +$3.56M +79,983 New
HIMCH
435
Hartford Investment Management Co (HIMCO)
Connecticut
$3.29M -$88K -1,975 -2%
GIBU
436
Gulf International Bank (UK)
United Kingdom
$3.27M -$1.11M -24,880 -24%
SCM
437
SCS Capital Management
Massachusetts
$3.25M +$3.52M +79,088 New
WA
438
Waverly Advisors
Alabama
$3.23M +$18.7K +419 +0.5%
TPCW
439
TD Private Client Wealth
New York
$3.23M +$115K +2,579 +3%
CRI
440
Commonwealth Retirement Investments
Virginia
$3.21M +$2.14K +48 +0.1%
TNB
441
Thomasville National Bank
Georgia
$3.19M +$42.1K +944 +1%
WB
442
WesBanco Bank
West Virginia
$3.09M -$744K -16,694 -18%
GWM
443
Glass Wealth Management
Texas
$3.06M +$282K +6,330 +9%
HF
444
HRT Financial
New York
$3.06M +$3.31M +74,274 New
EC
445
EJF Capital
Virginia
$3.06M +$3.31M +74,250 New
AIM
446
Anchor Investment Management
South Carolina
$3.02M -$117K -2,636 -3%
SSB
447
Sandy Spring Bank
Maryland
$3.01M -$443K -9,942 -12%
AAM
448
Advisors Asset Management
Colorado
$3M -$720K -16,159 -18%
SM
449
Salzhauer Michael
$2.98M +$6.33K +142 +0.2%
GLF
450
Groupe la Francaise
France
$2.97M +$238K +5,334 +8%

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.