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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
Nomura Holdings
576
Nomura Holdings
Japan
$1.71M -$682K -15,301 -27%
FIA
577
Foundations Investment Advisors
Arizona
$1.7M -$5.35K -120 -0.3%
AI
578
Arvest Investments
Arkansas
$1.7M +$289K +6,484 +19%
TL
579
Tradewinds LLC
North Carolina
$1.69M -$21K -471 -1%
JSSH
580
J. Safra Sarasin Holding
$1.68M +$177K +3,964 +11%
OL
581
one8zero8 LLC
North Carolina
$1.66M -$33.4K -750 -2%
HWA
582
Heritage Wealth Advisors
Virginia
$1.65M -$3.52K -79 -0.2%
HAG
583
HF Advisory Group
Maryland
$1.65M +$222K +4,979 +14%
LFAS
584
Level Four Advisory Services
Texas
$1.65M -$47.8K -1,074 -3%
CIC
585
Cornercap Investment Counsel
Georgia
$1.64M -$19.4K -436 -1%
MA
586
Mutual Advisors
Nebraska
$1.63M +$305K +6,836 +19%
BC
587
Bridgefront Capital
Texas
$1.63M -$292K -6,563 -14%
TCPW
588
Twin City Private Wealth
North Carolina
$1.63M +$135K +3,039 +8%
KTC
589
Kentucky Trust Company
Kentucky
$1.62M -$31.2K -700 -2%
OWA
590
Octavia Wealth Advisors
Ohio
$1.62M -$203K -4,549 -10%
BI
591
Ballast Inc
Kentucky
$1.62M +$12.9K +290 +0.7%
ACM
592
Aquatic Capital Management
Illinois
$1.61M -$700K -15,715 -29%
IA
593
Icon Advisers
Colorado
$1.61M
MIS
594
Morningstar Investment Services
Illinois
$1.6M -$2.2M -49,336 -56%
NFG
595
Norris Financial Group
South Carolina
$1.6M +$42.3K +949 +2%
KRSITF
596
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.6M +$617K +13,857 +56%
CBT
597
Crews Bank & Trust
Florida
$1.6M +$7.04K +158 +0.4%
NRS
598
Neville Rodie & Shaw
New York
$1.59M +$54.1K +1,215 +3%
DAM
599
Diamant Asset Management
Connecticut
$1.59M -$53.5K -1,200 -3%
TMAM
600
Tokio Marine Asset Management
Japan
$1.58M +$72.8K +1,634 +4%

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.