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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
SYBT
501
Stock Yards Bank & Trust
Kentucky
$2.3M -$285K -6,397 -10%
HCP
502
Hardin Capital Partners
South Carolina
$2.29M -$22.2K -498 -0.9%
RK
503
Rather & Kittrell
Tennessee
$2.28M +$891 +20 +0%
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.28M -$22.3K -500 -0.9%
DTL
505
Dynamic Technology Lab
Singapore
$2.26M +$2.45M +55,008 New
PS
506
Principal Securities
Iowa
$2.26M +$4.19K +94 +0.2%
DWM
507
David Wealth Management
Virginia
$2.23M
HW
508
Hancock Whitney
Mississippi
$2.21M -$11.4K -257 -0.5%
B
509
Bailard
California
$2.19M +$7.84K +176 +0.3%
FNB
510
Farmers National Bank
Kentucky
$2.19M -$16.1K -361 -0.7%
CICI
511
Capital Investment Counsel Inc
North Carolina
$2.19M -$353K -7,915 -13%
FVWA
512
Foster Victor Wealth Advisors
South Carolina
$2.19M -$5.7K -128 -0.2%
AWM
513
Apollon Wealth Management
South Carolina
$2.19M -$61.9K -1,390 -3%
NHC
514
Nicholas Hoffman & Company
Georgia
$2.18M -$16.4K -367 -0.7%
BWA
515
BlueChip Wealth Advisors
Georgia
$2.18M -$145K -3,259 -6%
AC
516
Asio Capital
Kentucky
$2.18M -$2.19M -49,169 -48%
HT
517
Heritage Trust
Oklahoma
$2.18M -$8.15K -183 -0.3%
PCM
518
Poehling Capital Management
Wisconsin
$2.17M +$64.9K +1,457 +3%
NCM
519
Novare Capital Management
North Carolina
$2.16M -$812K -18,217 -26%
HNB
520
Huntington National Bank
Ohio
$2.15M -$68.7K -1,541 -3%
GLLW
521
Graves Light Lenhart Wealth
Virginia
$2.14M -$8.06K -181 -0.3%
MSAM
522
Moloney Securities Asset Management
Missouri
$2.12M -$738K -16,570 -24%
DILIC
523
Dai-ichi Life Insurance Company
Japan
$2.12M
MFG
524
Merit Financial Group
Georgia
$2.11M +$544K +12,202 +31%
PAS
525
Park Avenue Securities
New York
$2.1M +$258K +5,800 +13%

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.