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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
RC
701
RBF Capital
California
$1.07M
LBC
702
Lowe Brockenbrough & Co
Virginia
$1.07M -$8.91K -200 -0.8%
TBC
703
Ted Buchan & Co
California
$1.06M -$4.81K -108 -0.4%
WPA
704
West Paces Advisors
Georgia
$1.06M +$1.1M +24,752 +2,337%
BTC
705
Bank & Trust Company
Illinois
$1.06M +$150K +3,356 +15%
KLCM
706
KG&L Capital Management
Louisiana
$1.05M +$131K +2,950 +13%
ONST
707
Old North State Trust
North Carolina
$1.05M
TI
708
Tidal Investments
Wisconsin
$1.04M -$234K -5,263 -17%
GLR
709
Great Lakes Retirement
Ohio
$1.04M +$43.9K +986 +4%
FCA
710
Fortis Capital Advisors
Kansas
$1.04M +$881K +19,781 +368%
BPWM
711
Badgley Phelps Wealth Managers
Washington
$1.03M +$446 +10 +0%
IAIM
712
International Assets Investment Management
Florida
$1.03M -$101K -2,278 -8%
FTWA
713
Fifth Third Wealth Advisors
Ohio
$1.03M +$128K +2,873 +13%
HI
714
Horizon Investments
North Carolina
$1.03M +$28.7K +645 +3%
MS
715
Madden Securities
Texas
$1.02M
MIH
716
Meitav Investment House
Israel
$1.02M +$187K +4,196 +20%
CFCI
717
Comprehensive Financial Consultants Institutional
Indiana
$1.02M -$29.6K -665 -3%
XT
718
XTX Topco
Cayman Islands
$1.02M -$113K -2,545 -9%
RCMU
719
Rokos Capital Management (UK)
United Kingdom
$1.02M +$1.1M +24,702 New
BIM
720
Bridges Investment Management
Nebraska
$1.02M
BO
721
Bank OZK
Arkansas
$1.02M -$9.76K -219 -0.9%
CTI
722
Community Trust & Investment
Kentucky
$1.01M +$442K +9,919 +67%
WF
723
Welch & Forbes
Massachusetts
$1.01M -$99.5K -2,233 -8%
OTL
724
Oak Thistle LLC
New York
$1.01M +$1.09M +24,474 New
SCA
725
Snowden Capital Advisors
New York
$999K -$6.68K -150 -0.6%

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.