We are live on ! Find out more
TFC icon

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
VI
726
Vestcor Inc
New Brunswick, Canada
$998K -$76.8K -1,723 -7%
CF
727
Centaurus Financial
California
$992K +$448K +10,050 +71%
FL
728
Fourthstone LLC
Missouri
$988K +$535K +12,000 +100%
CSA
729
Cornerstone Select Advisors
Missouri
$984K +$1.07M +23,920 New
PAMG
730
Patton Albertson Miller Group
Tennessee
$983K -$277K -6,215 -21%
VA
731
VestGen Advisors
Illinois
$982K +$1.06M +23,862 New
DA
732
Dover Advisors
Virginia
$978K +$370K +8,307 +54%
GCA
733
Greenwood Capital Associates
South Carolina
$977K -$35.5K -796 -3%
CPSAC
734
Chas P. Smith & Associates (CPS)
Florida
$977K -$97.9K -2,198 -8%
WIA
735
World Investment Advisors
California
$971K -$49.2K -1,105 -4%
HAG
736
HighPoint Advisor Group
Illinois
$970K -$118K -2,656 -10%
CAC
737
Certified Advisory Corp
Florida
$968K -$10.1K -227 -1%
BCV
738
Banque Cantonale Vaudoise
Switzerland
$965K +$1.04M +23,435 New
NB
739
Nicolet Bankshares
Wisconsin
$963K -$215K -4,815 -17%
PIM
740
Provident Investment Management
Michigan
$960K +$16.3K +365 +2%
HA
741
Huntleigh Advisors
Missouri
$954K +$20.9K +468 +2%
BJL
742
Brighton Jones LLC
Washington
$949K -$22.9K -513 -2%
EWM
743
EPG Wealth Management
Georgia
$945K +$40K +897 +4%
MWM
744
Meridian Wealth Management
Kentucky
$944K +$49.2K +1,104 +5%
FSA
745
Financial Security Advisor
Virginia
$942K -$10.7K -240 -1%
WFS
746
Widmann Financial Services
Maryland
$941K -$3.74K -84 -0.4%
MNBTD
747
Moody National Bank Trust Division
Texas
$938K +$3.7K +83 +0.4%
FFO
748
Fiduciary Family Office
Florida
$938K +$1.02M +22,790 New
STA
749
Summit Trail Advisors
New York
$936K +$210K +4,714 +26%
WCBA
750
Weaver C. Barksdale & Associates
Tennessee
$921K -$24.1K -540 -2%

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.