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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
CWM
901
Centurion Wealth Management
Virginia
$607K
PPWP
902
Premier Path Wealth Partners
New Jersey
$606K +$30.7K +690 +5%
MFT
903
Moisand Fitzgerald Tamayo
Florida
$605K -$48.7K -1,093 -7%
FC
904
Farringdon Capital
United Kingdom
$605K +$655K +14,707 New
SWM
905
Spire Wealth Management
Virginia
$603K -$411K -9,226 -39%
MMHP
906
Murphy Middleton Hinkle & Parker
Georgia
$600K
MC
907
Montag & Caldwell
Georgia
$599K
OHWA
908
Oak Hill Wealth Advisors
Virginia
$598K -$802 -18 -0.1%
NGA
909
Naples Global Advisors
Florida
$593K +$20.9K +468 +3%
SF
910
Symphony Financial
Texas
$592K -$612K -13,737 -46%
CWA
911
Centennial Wealth Advisory
Michigan
$591K +$107K +2,410 +20%
SCM
912
Sterling Capital Management
North Carolina
$591K +$280K +6,274 +78%
FFG
913
First Financial Group
North Carolina
$590K -$8.64K -194 -1%
IWA
914
Icon Wealth Advisors
Texas
$588K -$5.43K -122 -0.8%
RPC
915
Rossmore Private Capital
Connecticut
$586K -$114K -2,566 -15%
AAP
916
Arax Advisory Partners
Colorado
$578K +$298K +6,690 +91%
PWM
917
Prosperity Wealth Management
California
$577K
CFO
918
Callan Family Office
Pennsylvania
$573K -$69.5K -1,560 -10%
XSC
919
X-Square Capital
Puerto Rico
$572K +$85.9K +1,929 +16%
NSIM
920
North Star Investment Management
Illinois
$570K -$35.1K -787 -5%
PWM
921
Pines Wealth Management
North Carolina
$569K -$21.3K -478 -3%
YP
922
YANKCOM Partnership
South Dakota
$569K -$13.6K -306 -2%
PI
923
PFG Investments
New York
$568K -$27.9K -626 -4%
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K -$2.09K -47 -0.3%
FG
925
Fiduciary Group
Georgia
$564K

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.