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
MCWS
801
McKinley Carter Wealth Services
West Virginia
$809K +$13.6K +305 +2%
TTWM
802
TCV Trust & Wealth Management
Virginia
$802K +$17.8K +400 +2%
PT
803
Plimoth Trust
Massachusetts
$797K -$50.8K -1,140 -6%
SC
804
SouthState Corp
Florida
$797K -$85.5K -1,920 -9%
TG
805
TCW Group
California
$796K +$28.4K +637 +3%
LCM
806
Leisure Capital Management
California
$792K +$90.8K +2,039 +12%
NW
807
NewEdge Wealth
Pennsylvania
$789K -$120K -2,692 -12%
APC
808
Aspire Private Capital
North Carolina
$786K +$80.4K +1,804 +10%
RFG
809
RFP Financial Group
Georgia
$785K -$1.92K -43 -0.2%
TIA
810
Tandem Investment Advisors
South Carolina
$782K -$268K -6,010 -24%
TAM
811
Todd Asset Management
Kentucky
$781K +$2.63K +59 +0.3%
FFM
812
Forum Financial Management
Illinois
$778K +$535 +12 +0.1%
RWB
813
RMR Wealth Builders
New Jersey
$777K -$12.2K -273 -1%
CL
814
CSS LLC
Illinois
$766K
ACM
815
AlphaStar Capital Management
North Carolina
$762K -$134 -3 -0%
WA
816
WESPAC Advisors
California
$762K +$825K +18,510 New
LCWP
817
Legacy Capital Wealth Partners
Arkansas
$761K -$67.2K -1,509 -8%
RFA
818
Register Financial Advisors
Georgia
$757K +$167K +3,740 +26%
PIWA
819
Prevail Innovative Wealth Advisors
Kansas
$753K +$504K +11,305 +162%
SW
820
SVB Wealth
Massachusetts
$752K -$197K -4,418 -19%
USCWA
821
U.S. Capital Wealth Advisors
Texas
$750K +$434K +9,735 +115%
P
822
Pitcairn
Pennsylvania
$749K -$10.2K -229 -1%
VFA
823
Valeo Financial Advisors
Indiana
$748K -$4.32K -97 -0.5%
AT
824
American Trust
Kentucky
$747K
ECA
825
Elevated Capital Advisors
Utah
$746K +$22.1K +495 +3%

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.