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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
CA
551
Commerzbank Aktiengesellschaft
Germany
$1.92M +$883K +19,820 +74%
TCOT
552
Trust Company of Toledo
Ohio
$1.9M +$55.5K +1,246 +3%
HBT
553
Hills Bank & Trust
Iowa
$1.9M +$48.7K +1,094 +2%
EF
554
Empirical Finance
Pennsylvania
$1.89M +$38.3K +860 +2%
MIM
555
Marco Investment Management
Georgia
$1.89M -$15.6K -350 -0.8%
CWM
556
Congress Wealth Management
Massachusetts
$1.89M +$167K +3,748 +9%
CIA
557
Capital Investment Advisors
Georgia
$1.88M +$275K +6,168 +16%
ZIC
558
ZWJ Investment Counsel
Georgia
$1.87M -$44.1K -990 -2%
GWM
559
Geneos Wealth Management
Colorado
$1.87M +$1.39M +31,265 +222%
AWC
560
Abundance Wealth Counselors
Pennsylvania
$1.86M +$168K +3,776 +9%
TRCT
561
Tower Research Capital (TRC)
New York
$1.85M -$1.85M -41,515 -48%
IIM
562
INTECH Investment Management
Florida
$1.85M
UCFA
563
United Capital Financial Advisors
Texas
$1.83M +$134K +2,999 +7%
GIA
564
GHP Investment Advisors
Colorado
$1.83M +$31.2K +700 +2%
FSBI
565
Fearless Solutions (Best Invest)
Texas
$1.81M +$802 +18 +0%
MAM
566
Marotta Asset Management
Virginia
$1.8M -$4.46K -100 -0.2%
AIM
567
AHL Investment Management
Florida
$1.8M -$6.68K -150 -0.3%
IRC
568
Investors Research Corp
Georgia
$1.79M +$9.22K +207 +0.5%
BTI
569
Blue Trust Inc
Georgia
$1.77M +$211K +4,737 +12%
AG
570
AIA Group
Hong Kong
$1.76M +$453K +10,176 +31%
GT
571
Glenmede Trust
Pennsylvania
$1.76M +$138K +3,095 +8%
VA
572
Vident Advisory
Georgia
$1.75M -$606K -13,605 -24%
NMIMC
573
Northwestern Mutual Investment Management Company
Wisconsin
$1.72M -$13.2K -296 -0.7%
CG
574
Caprock Group
Idaho
$1.72M +$154K +3,449 +9%
AA
575
Argent Advisors
Louisiana
$1.71M +$17.7K +397 +1%

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.