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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
Barclays
26
Barclays
United Kingdom
$239M +$116M +2,611,917 +82%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$228M +$147M +3,291,338 +147%
HighTower Advisors
28
HighTower Advisors
Illinois
$190M +$21.6M +485,745 +12%
Truist Financial
29
Truist Financial
North Carolina
$189M +$1.08M +24,277 +0.5%
CCM
30
Cullen Capital Management
New York
$184M -$4.93M -110,694 -2%
Raymond James Financial
31
Raymond James Financial
Florida
$182M -$6.37M -142,898 -3%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$179M +$16.4M +368,145 +9%
Deutsche Bank
33
Deutsche Bank
Germany
$171M -$75.7M -1,698,941 -29%
LPL Financial
34
LPL Financial
California
$169M +$10.4M +233,318 +6%
Wells Fargo
35
Wells Fargo
California
$161M -$24.4M -548,261 -12%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$141M +$2.72M +60,957 +2%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$129M -$1.92M -43,208 -1%
Prudential Financial
38
Prudential Financial
New Jersey
$129M -$4.17M -93,634 -3%
National Pension Service
39
National Pension Service
South Korea
$128M +$7.69M +172,599 +6%
Jennison Associates
40
Jennison Associates
New York
$127M -$6.94M -155,774 -5%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$124M +$112K +2,506 +0.1%
N
42
Nuveen
North Carolina
$118M +$1.2M +27,028 +1%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$113M -$23.7M -532,531 -16%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$113M +$752K +16,869 +0.6%
Stifel Financial
45
Stifel Financial
Missouri
$112M +$21.2M +475,122 +21%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$110M +$102M +2,287,410 +611%
First Trust Advisors
47
First Trust Advisors
Illinois
$108M +$6.33M +142,124 +6%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$108M -$38.4M -861,558 -25%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$107M -$14.7M -328,880 -11%
Millennium Management
50
Millennium Management
New York
$107M +$833K +18,695 +0.7%

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.