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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
RMC
851
Resources Management Corp
Connecticut
$683K
BFIM
852
Beese Fulmer Investment Management
Ohio
$683K +$13.8K +309 +2%
WQ
853
Wealth Quarterback
New Jersey
$682K +$57.2K +1,285 +8%
CBTWT
854
Community Bank & Trust (Waco, Texas)
Texas
$679K +$54.1K +1,214 +8%
HPC
855
HM Payson & Co
Maine
$679K +$73.2K +1,644 +11%
DCM
856
Dudley Capital Management
Virginia
$672K
LWAM
857
Legacy Wealth Asset Management
Minnesota
$671K -$19.4K -436 -3%
EFS
858
Essex Financial Services
Connecticut
$669K +$4.86K +109 +0.7%
FCM
859
Fourpath Capital Management
Oklahoma
$668K -$846 -19 -0.1%
PFGIA
860
Patriot Financial Group Insurance Agency
Massachusetts
$667K +$17.6K +394 +2%
SEIA
861
Signature Estate & Investment Advisors
California
$658K -$26.4K -593 -4%
CCM
862
Canal Capital Management
Virginia
$658K -$44.9K -1,008 -6%
BAM
863
Broyhill Asset Management
North Carolina
$658K
FCA
864
FLC Capital Advisors
California
$652K
KWA
865
Kingswood Wealth Advisors
California
$651K +$55.2K +1,238 +8%
IWM
866
IHT Wealth Management
Illinois
$651K +$1.29K +29 +0.2%
CFB
867
Cullen/Frost Bankers
Texas
$650K +$5.66K +127 +0.8%
FT
868
Fiduciary Trust
Massachusetts
$649K +$102K +2,291 +17%
WCAMG
869
Woodard & Company Asset Management Group
North Carolina
$646K -$26.1K -586 -4%
IWA
870
Inspirion Wealth Advisors
Illinois
$646K
EHWM
871
Eads & Heald Wealth Management
Georgia
$644K -$102K -2,285 -13%
AWM
872
Atticus Wealth Management
Florida
$643K
AG
873
AlTi Global
New York
$642K -$7.49K -168 -1%
MLA
874
My Legacy Advisors
Oregon
$637K +$94.6K +2,124 +16%
SLI
875
Sumitomo Life Insurance
Japan
$635K +$8.78K +197 +1%

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.