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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
BFG
601
Bleakley Financial Group
New Jersey
$1.58M +$27.8K +624 +2%
KA
602
Kintegral Advisory
New York
$1.58M -$5.75K -129 -0.3%
SFA
603
Sequoia Financial Advisors
Ohio
$1.58M +$144K +3,236 +9%
UB
604
UMB Bank
Missouri
$1.57M -$5.93M -133,064 -78%
OIA
605
OneDigital Investment Advisors
Kansas
$1.57M +$184K +4,133 +12%
BCP
606
Berkeley Capital Partners
Georgia
$1.56M +$81.3K +1,824 +5%
NS
607
NBC Securities
Alabama
$1.56M +$1.69M +37,883 +114,797%
GAM
608
Generali Asset Management
Italy
$1.55M +$1.42M +31,879 +541%
CNC
609
Citizens & Northern Corp
Pennsylvania
$1.55M +$52K +1,168 +3%
MIP
610
Marietta Investment Partners
Wisconsin
$1.55M -$15.1K -340 -0.9%
AOI
611
Auto-Owners Insurance
Michigan
$1.55M -$12.3M -275,700 -96%
IBOK
612
Independence Bank of Kentucky
Kentucky
$1.55M -$69.4K -1,557 -4%
IMCOOI
613
Investment Management Corp of Ontario (IMCO)
Canada
$1.54M -$1.83M -41,138 -52%
JCM
614
Jacobi Capital Management
Pennsylvania
$1.54M +$46.4K +1,041 +3%
WA
615
Wealth Alliance
New York
$1.53M +$20.2K +454 +1%
JSL
616
JT Stratford LLC
Georgia
$1.53M -$1.3M -29,173 -44%
LFA
617
Legacy Financial Advisors
Kentucky
$1.51M -$132K -2,970 -7%
ACP
618
Arcus Capital Partners
Georgia
$1.51M +$53.3K +1,196 +3%
OAM
619
Ostrum Asset Management
France
$1.51M -$419K -9,402 -20%
SJIM
620
St. Johns Investment Management
Florida
$1.51M -$535 -12 -0%
HCM
621
Hodges Capital Management
Texas
$1.5M +$399K +8,954 +33%
AF
622
Allworth Financial
California
$1.48M -$131K -2,945 -7%
HWAM
623
Hennion & Walsh Asset Management
New Jersey
$1.47M +$156K +3,508 +11%
PFS
624
Physicians Financial Services
North Carolina
$1.46M -$55.3K -1,242 -3%
FPGT
625
Financial Partners Group (Tennessee)
Tennessee
$1.46M +$936 +21 +0.1%

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.