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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
PCM
626
Princeton Capital Management
New Jersey
$1.45M +$1.57M +35,247 New
ANTB
627
AMG National Trust Bank
Colorado
$1.45M -$5.32M -119,445 -77%
MWM
628
Mindset Wealth Management
Indiana
$1.43M -$12.8K -287 -0.8%
A
629
Argentarii
Ohio
$1.43M +$83K +1,862 +6%
PR
630
Payden & Rygel
California
$1.42M -$15.5M -347,300 -91%
RCM
631
Raleigh Capital Management
North Carolina
$1.4M -$42.1K -946 -3%
BPA
632
Beacon Pointe Advisors
California
$1.4M -$49.4K -1,109 -3%
Wolverine Trading
633
Wolverine Trading
Illinois
$1.39M -$1.49M -33,425 -49%
TAP
634
Tounjian Advisory Partners
Florida
$1.39M +$1.5M +33,744 New
SCA
635
Stonebridge Capital Advisors
Minnesota
$1.38M -$150K -3,356 -9%
EBWM
636
Eagle Bluffs Wealth Management
Missouri
$1.38M +$8.24K +185 +0.6%
WAOTB
637
Wealth Advisors of Tampa Bay
Florida
$1.37M +$509K +11,422 +52%
BTD
638
BankPlus Trust Department
Mississippi
$1.35M +$242K +5,423 +20%
NERM
639
New England Research & Management
Illinois
$1.35M -$15.3K -344 -1%
BAM
640
Belpointe Asset Management
Nevada
$1.34M +$892K +20,012 +160%
HAI
641
Hennessy Advisors Inc
California
$1.34M +$245K +5,500 +20%
William Blair & Company
642
William Blair & Company
Illinois
$1.33M -$64.1K -1,439 -4%
DADC
643
D.A. Davidson & Co
Montana
$1.31M +$31.2K +700 +2%
AIP
644
Arrowpoint Investment Partners
Singapore
$1.3M +$1.41M +31,600 New
ACL
645
Applied Capital LLC
Florida
$1.3M -$1.96K -44 -0.1%
QCG
646
Quadrant Capital Group
Ohio
$1.29M +$977K +21,936 +231%
ACA
647
Aptus Capital Advisors
Alabama
$1.29M +$846 +19 +0.1%
VFA
648
Voya Financial Advisors
Connecticut
$1.28M +$87.1K +1,954 +7%
PWM
649
PBMares Wealth Management
Virginia
$1.27M +$73.2K +1,642 +6%
TFG
650
Taylor Financial Group
Virginia
$1.26M +$8.91K +200 +0.7%

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.