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Truist Financial
TFC

1,561 hedge funds and large institutions have $43.3B invested in Truist Financial in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 627 increasing their positions, 579 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 91

32% more call options, than puts

Call options by funds: $518M | Put options by funds: $393M

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

8% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 579

5% more capital invested

Capital invested by funds: $41.3B → $43.3B (+$2.04B)

1% more funds holding

Funds holding: 1,548 → 1,561 (+13)

0.11% more ownership

Funds ownership: 73.41% → 73.52% (+0.11%)

Holders
1,561
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
129
Increased
627
Reduced
579
Closed
91
Calls
$518M
Puts
$393M
Net Calls
+$126M
Net Calls Change
-$102M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$465M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$129M
3
Jennison Associates
Jennison Associates
New York
+$118M
4
ACL
Azora Capital LP
Florida
+$114M
5
Millennium Management
Millennium Management
New York
+$113M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
2
BlackRock
BlackRock
New York
-$200M
3
HighTower Advisors
HighTower Advisors
Illinois
-$168M
4
UBS AM
UBS AM
Illinois
-$136M
5
Prudential Financial
Prudential Financial
New Jersey
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$220M -$3.35M -74,210 -2%
LPL Financial
27
LPL Financial
California
$214M +$13.5M +298,869 +7%
CCM
28
Cullen Capital Management
New York
$210M +$19.3M +427,067 +10%
Wells Fargo
29
Wells Fargo
California
$203M +$21.8M +483,360 +12%
AQR Capital Management
30
AQR Capital Management
Connecticut
$188M +$43.1M +955,897 +30%
Deutsche Bank
31
Deutsche Bank
Germany
$187M -$40.2M -892,724 -18%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$180M +$16.4M +364,026 +10%
Jennison Associates
33
Jennison Associates
New York
$179M +$118M +2,625,847 +203%
Barclays
34
Barclays
United Kingdom
$173M -$75.7M -1,678,833 -31%
National Pension Service
35
National Pension Service
South Korea
$155M +$3.87M +85,824 +3%
Macquarie Group
36
Macquarie Group
Australia
$153M -$55.9M -1,240,135 -27%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$151M +$58.3M +1,292,367 +64%
First Trust Advisors
38
First Trust Advisors
Illinois
$144M +$15.9M +352,591 +13%
Citadel Advisors
39
Citadel Advisors
Florida
$141M -$79.8M -1,769,862 -36%
Amundi
40
Amundi
France
$139M -$76.2M -1,690,627 -36%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$138M -$1.79M -39,617 -1%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$133M -$4.95M -109,720 -4%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$132M +$129M +2,855,245 +10,275%
Stifel Financial
44
Stifel Financial
Missouri
$130M -$7.97M -176,844 -6%
N
45
Nuveen
North Carolina
$123M -$9.97M -221,163 -8%
Millennium Management
46
Millennium Management
New York
$123M +$113M +2,514,184 +1,497%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$122M -$15M -331,968 -11%
PCM
48
Prana Capital Management
Connecticut
$121M +$6.08M +134,842 +5%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$121M -$4.5M -99,798 -4%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$118M +$3.51M +77,851 +3%
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TFC Hedge Fund Activity: Q3 2025 in Review

1,561 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2025, worth a combined $43.3B — up 4.9% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new TFC positions and 91 closed out — a net gain of 38 holders — while 627 added to existing stakes and 579 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $465M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 1,561 institutional investors held Truist Financial (TFC) as of Q3 2025, up from 1,548 in Q2 2025.
  • Funds reported $43.3B of Truist Financial stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 129 funds opened new Truist Financial positions in Q3 2025 and 91 closed out, a net change of +38 holders.
  • The largest Truist Financial buyer in Q3 2025 was Wellington Management Group, an estimated $465M added.
  • The largest Truist Financial seller in Q3 2025 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2025.