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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
MAM
776
Morse Asset Management
Connecticut
$862K +$933K +20,950 New
CIA
777
Compass Ion Advisors
Pennsylvania
$862K -$3.03K -68 -0.3%
IF
778
Intrua Financial
Texas
$862K +$140K +3,135 +18%
PCC
779
Park Circle Company
Maryland
$861K
LGA
780
Lebenthal Global Advisors
New York
$857K +$5.17K +116 +0.6%
MYAM
781
Meiji Yasuda Asset Management
Japan
$855K +$1.25K +28 +0.1%
CBUSF
782
Construction & Building Unions Superannuation Fund
Australia
$852K +$922K +20,700 New
AFCM
783
Applied Finance Capital Management
Puerto Rico
$849K -$24.5K -550 -3%
SPC
784
Sigma Planning Corp
Michigan
$849K +$223 +5 +0%
GCP
785
GSA Capital Partners
United Kingdom
$848K +$88.8K +1,993 +11%
CA
786
Cornerstone Advisors
North Carolina
$848K
BW
787
BIP Wealth
Georgia
$842K -$2.9K -65 -0.3%
AWA
788
Adapt Wealth Advisors
Georgia
$842K +$402K +9,021 +79%
CAAS
789
Capital Asset Advisory Services
Michigan
$840K -$23.2K -520 -3%
FFA
790
Farther Finance Advisors
California
$839K +$271K +6,088 +42%
AWM
791
Avior Wealth Management
Nebraska
$838K +$628K +14,086 +224%
CA
792
Carson Advisory
Georgia
$835K +$45 +1 +0%
LIM
793
Leavell Investment Management
Alabama
$830K -$21.4K -481 -2%
BBHC
794
Brown Brothers Harriman & Co
New York
$828K +$22.5K +506 +3%
SCA
795
STALEY CAPITAL ADVISERS
Pennsylvania
$823K -$66.8K -1,500 -7%
TIA
796
Trust Investment Advisors
Indiana
$821K +$24.9K +560 +3%
CPWA
797
Cerro Pacific Wealth Advisors
California
$819K -$4.1K -92 -0.5%
KFGG
798
Keystone Financial Group (Georgia)
Georgia
$819K -$5.17K -116 -0.5%
DWA
799
Douglass Winthrop Advisors
New York
$816K +$37.4K +840 +4%
GWA
800
Gratus Wealth Advisors
Virginia
$810K +$6.64K +149 +0.8%

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.