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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
FSA
751
Fort Sheridan Advisors
Illinois
$920K -$165K -3,706 -14%
RA
752
RFG Advisory
Alabama
$920K -$26.7K -600 -3%
MCM
753
Monument Capital Management
Virginia
$917K
PA
754
Procyon Advisors
Connecticut
$917K +$366K +8,204 +50%
MSA
755
Marino Stram & Associates
Massachusetts
$910K +$668 +15 +0.1%
BIA
756
BHK Investment Advisors
Alabama
$909K -$324K -7,280 -25%
ISL
757
Ingalls & Snyder LLC
New York
$908K -$89.1K -2,000 -8%
AG
758
Ascent Group
Virginia
$906K +$63.9K +1,434 +7%
CCM
759
Coldstream Capital Management
Washington
$901K +$23.7K +533 +2%
GT
760
Glenview Trust
Kentucky
$896K +$15.4K +346 +2%
SFI
761
Siemens Fonds Invest
Germany
$895K +$22.2K +499 +2%
SL
762
Salomon & Ludwin
Virginia
$895K -$13K -291 -1%
DCM
763
Driehaus Capital Management
Illinois
$894K
OC
764
Oakworth Capital
Alabama
$886K
Dodge & Cox
765
Dodge & Cox
California
$885K -$1.55M -34,834 -62%
VAS
766
Vestmark Advisory Solutions
Massachusetts
$884K +$373K +8,362 +64%
Capital Fund Management (CFM)
767
Capital Fund Management (CFM)
France
$883K -$6.35M -142,501 -87%
Axa
768
Axa
France
$875K -$40.9K -918 -4%
TTIC
769
Tower Trust & Investment Company
Iowa
$873K +$1.01M +22,775 New
CNTOF
770
Canandaigua National Trust of Florida
New York
$873K +$56.1K +1,259 +6%
SAM
771
Smartleaf Asset Management
Massachusetts
$869K +$68.3K +1,532 +8%
SC
772
Scotia Capital
Ontario, Canada
$869K +$586K +13,158 +165%
BHBT
773
Burke & Herbert Bank & Trust
Virginia
$864K -$128K -2,870 -12%
NC
774
NewSquare Capital
Pennsylvania
$864K +$20.7K +465 +2%
PA
775
Profund Advisors
Maryland
$863K -$241K -5,419 -21%

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.