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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
WANY
651
Wealthspire Advisors (New York)
New York
$1.26M -$132K -2,970 -9%
AIA
652
AssuredPartners Investment Advisors
Florida
$1.26M +$126K +2,827 +10%
GS
653
GTS Securities
New York
$1.26M +$44.1K +989 +3%
CNBT
654
Canandaigua National Bank & Trust
New York
$1.26M -$3.52K -79 -0.3%
FRA
655
Frank Rimerman Advisors
California
$1.25M +$45.8K +1,027 +3%
SSA
656
Sierra Summit Advisors
Nevada
$1.24M +$78.2K +1,755 +6%
USAA
657
United Services Automobile Association
Texas
$1.24M
AWS
658
Atria Wealth Solutions
New York
$1.23M -$1.05M -23,528 -44%
QWM
659
Quadcap Wealth Management
Texas
$1.22M +$84.5K +1,896 +7%
BMA
660
Brooks Moore & Associates
Tennessee
$1.22M
TCOV
661
Trust Company of Vermont
Vermont
$1.22M -$108K -2,413 -8%
CAM
662
Congress Asset Management
Massachusetts
$1.21M -$119K -2,663 -8%
VSQM
663
V-Square Quantitative Management
Illinois
$1.2M +$75.6K +1,697 +6%
AMBIA
664
Allen Mooney & Barnes Investment Advisors
Georgia
$1.2M -$34.8K -780 -3%
MA
665
MCF Advisors
Kentucky
$1.2M -$12.7K -284 -1%
Empower Advisory Group
666
Empower Advisory Group
Colorado
$1.2M +$989K +22,201 +320%
BP
667
Ballentine Partners
Massachusetts
$1.19M +$99.1K +2,224 +8%
IWC
668
Integrated Wealth Concepts
Massachusetts
$1.19M +$44.5K +999 +4%
BG
669
Bahl & Gaynor
Ohio
$1.19M -$16.2K -363 -1%
SVWAG
670
Sound View Wealth Advisors Group
Georgia
$1.19M +$34.4K +773 +3%
BWM
671
BCS Wealth Management
Tennessee
$1.19M +$5.57K +125 +0.4%
CDDEC
672
Caisse Des Depots Et Consignations
France
$1.19M -$1.05M -23,463 -45%
O
673
Ossiam
France
$1.18M -$4.29M -96,205 -77%
GAM
674
Gotham Asset Management
New York
$1.18M +$39.7K +890 +3%
MOS
675
MGO One Seven
Ohio
$1.18M -$530K -11,893 -29%

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.