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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
CA
826
Cornerstone Advisory
Maryland
$744K +$2.63K +59 +0.3%
SSWM
827
Sheets Smith Wealth Management
North Carolina
$744K +$490 +11 +0.1%
GFA
828
Gallagher Fiduciary Advisors
Illinois
$740K +$20.5K +460 +3%
I
829
INVST
Indiana
$739K -$23.3K -523 -3%
SWP
830
Sagespring Wealth Partners
Tennessee
$735K +$195K +4,378 +32%
JIC
831
Johnson Investment Counsel
Ohio
$733K +$202K +4,538 +34%
Vontobel Holding
832
Vontobel Holding
Switzerland
$733K -$145K -3,257 -15%
PVI
833
Pine Valley Investments
New Jersey
$730K +$579 +13 +0.1%
BFW
834
Brady Family Wealth
Missouri
$727K +$490 +11 +0.1%
FCB
835
First County Bank
Connecticut
$727K -$20.4K -458 -3%
IAS
836
Insigneo Advisory Services
Florida
$726K +$35.5K +796 +5%
MAG
837
Mayfair Advisory Group
Alabama
$724K
IP
838
Ignite Planners
California
$724K +$56.3K +1,264 +7%
OBAM
839
ODDO BHF Asset Management
France
$721K -$467K -10,490 -37%
VWM
840
Venturi Wealth Management
Texas
$720K +$31.6K +710 +4%
FHA
841
First Horizon Advisors
Tennessee
$719K +$15.6K +350 +2%
3IP
842
3Chopt Investment Partners
Virginia
$712K +$252K +5,660 +49%
SA
843
Strategic Advisors
New York
$704K
AC
844
AXQ Capital
New Jersey
$702K +$311K +6,989 +69%
PIM
845
Plato Investment Management
Australia
$699K +$182K +4,078 +32%
OFG
846
OmniStar Financial Group
North Carolina
$692K +$3.61K +81 +0.5%
FIM
847
Freedom Investment Management
Connecticut
$690K +$69.4K +1,558 +10%
CFG
848
Citizens Financial Group
Rhode Island
$688K +$92.6K +2,078 +14%
GF
849
Gabelli Funds
New York
$687K
EWA
850
EP Wealth Advisors
California
$684K +$106K +2,380 +17%

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.