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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
Allspring Global Investments
476
Allspring Global Investments
North Carolina
$2.54M -$111K -2,498 -4%
EOJOAM
477
E. Ohman J:or Asset Management
Sweden
$2.51M
FB
478
Fulton Bank
Pennsylvania
$2.51M -$13.3K -299 -0.5%
MFAM
479
Motley Fool Asset Management
Virginia
$2.5M -$11.6K -261 -0.4%
CGH
480
Crossmark Global Holdings
Texas
$2.48M -$58.6K -1,315 -2%
MC
481
Moors & Cabot
Massachusetts
$2.48M -$285K -6,402 -10%
HIC
482
Holderness Investments Company
North Carolina
$2.46M -$4.05K -91 -0.2%
EMPI
483
Elo Mutual Pension Insurance
Finland
$2.45M -$3.22M -72,338 -55%
PWS
484
Peloton Wealth Strategists
Indiana
$2.44M -$218K -4,900 -8%
AIM
485
Aigen Investment Management
New York
$2.44M +$2.64M +59,175 New
LDB
486
Lee, Danner & Bass
Tennessee
$2.43M -$89 -2 -0%
IG
487
ING Group
Netherlands
$2.42M -$43.3K -973 -2%
NL
488
NKCFO LLC
Illinois
$2.41M
IA
489
IFG Advisory
Georgia
$2.4M -$4.46K -100 -0.2%
FBT
490
First Bank & Trust
South Dakota
$2.4M -$33.8K -759 -1%
CAMG
491
CWA Asset Management Group
Florida
$2.4M +$410K +9,203 +19%
SB
492
Simmons Bank
Arkansas
$2.39M +$81K +1,818 +3%
GCM
493
Gator Capital Management
Florida
$2.39M
GS
494
GWN Securities
Florida
$2.37M +$2.37M +53,092 +1,231%
SWP
495
Stratos Wealth Partners
Ohio
$2.36M -$143K -3,212 -5%
IAN
496
Integrated Advisors Network
Texas
$2.36M +$2.27M +50,948 +807%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$264K +5,933 +12%
YIH
498
Y-Intercept (HK)
Hong Kong
$2.33M +$2.03M +45,676 +422%
ABTD
499
Arvest Bank Trust Division
Oklahoma
$2.32M +$460K +10,333 +22%
MIC
500
Maxi Investments CY
Cyprus
$2.3M +$1.33M +29,900 +115%

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.