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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
IMC Chicago
676
IMC Chicago
Illinois
$1.17M -$1.49M -33,403 -54%
CAU
677
Caxton Associates (UK)
$1.17M +$1.27M +28,468 New
ICA
678
Infrastructure Capital Advisors
New York
$1.16M +$81K +1,818 +7%
TCM
679
Teza Capital Management
Illinois
$1.16M -$1.26M -28,268 -50%
PG
680
Patten Group
Tennessee
$1.16M -$116K -2,612 -8%
GI
681
GAMMA Investing
California
$1.16M +$91.8K +2,061 +8%
RWA
682
River Wealth Advisors
Pennsylvania
$1.15M -$157K -3,516 -11%
AF
683
Ally Financial
Michigan
$1.15M
DAC
684
Dividend Assets Capital
South Carolina
$1.13M -$535 -12 -0%
WBWA
685
William B. Walkup & Associates
South Carolina
$1.12M
HH
686
Hilltop Holdings
Texas
$1.12M +$111K +2,484 +10%
FFA
687
Founders Financial Alliance
North Carolina
$1.11M -$4.46K -100 -0.4%
NCFG
688
New Century Financial Group
New Jersey
$1.11M -$4.05K -91 -0.3%
UBV
689
United Bank (Virginia)
Virginia
$1.11M
MAS
690
Meeder Advisory Services
Ohio
$1.11M -$65.5K -1,471 -5%
LTAS
691
Linden Thomas Advisory Services
North Carolina
$1.1M +$17K +382 +1%
TIAA Trust, National Association
692
TIAA Trust, National Association
North Carolina
$1.1M +$130K +2,910 +12%
TCOTS
693
Trust Company of the South
North Carolina
$1.1M -$846 -19 -0.1%
IFU
694
iSAM Funds (UK)
United Kingdom
$1.1M +$1.19M +26,689 New
Impax Asset Management Group
695
Impax Asset Management Group
United Kingdom
$1.09M +$40.8K +915 +4%
WP
696
WealthShield Partners
North Carolina
$1.08M +$31.9K +715 +3%
PCMN
697
Paradigm Capital Management (Nevada)
Nevada
$1.08M -$179K -4,025 -13%
FPAS
698
Focus Partners Advisor Solutions
Missouri
$1.08M +$318K +7,138 +37%
DIP
699
Davis Investment Partners
North Carolina
$1.07M -$65.2K -1,463 -5%
MSA
700
MUFG Securities Americas
New York
$1.07M +$178K +3,989 +18%

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.