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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
OAM
926
Oxford Asset Management
United Kingdom
$564K -$161K -3,625 -21%
NB
927
NBT Bank
New York
$563K +$52.4K +1,176 +9%
IMRF
928
Illinois Municipal Retirement Fund
Illinois
$560K
HPM
929
Hoxton Planning & Management
West Virginia
$559K -$29K -650 -5%
PH
930
Pinnacle Holdings
Oklahoma
$556K
MWA
931
Midland Wealth Advisors
Illinois
$555K -$113K -2,530 -16%
CI
932
Cigna Investments
Connecticut
$555K -$9.58K -215 -2%
EIA
933
Eastover Investment Advisors
North Carolina
$555K -$160K -3,593 -21%
AIC
934
Archer Investment Corporation
Indiana
$552K +$45 +1 +0%
WC
935
Waterloo Capital
Texas
$551K +$101K +2,277 +20%
CCA
936
Checchi Capital Advisers
California
$550K +$15.6K +350 +3%
PCG
937
Prosperity Consulting Group
Maryland
$549K +$14K +315 +2%
EWA
938
Exencial Wealth Advisors
Oklahoma
$546K +$21.2K +475 +4%
SACTSONJ
939
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$540K
FCCM
940
First City Capital Management
Georgia
$540K -$88.2K -1,979 -13%
EH
941
Equitable Holdings
New York
$540K +$74.7K +1,677 +15%
SC
942
SummitTX Capital
Texas
$538K +$583K +13,081 New
MW
943
Marcum Wealth
Ohio
$537K +$4.1K +92 +0.7%
AW
944
Alteri Wealth
California
$533K -$68.3K -1,533 -11%
CIC
945
Chilton Investment Company
Connecticut
$533K
ACP
946
Aviance Capital Partners
Florida
$532K +$56.4K +1,266 +11%
WT
947
Whittier Trust
California
$532K -$52.3K -1,174 -8%
WC
948
Westhampton Capital
North Carolina
$532K -$44.6K -1,000 -7%
RWM
949
RKL Wealth Management
Pennsylvania
$531K +$134 +3 +0%
NAS
950
Nicolet Advisory Services
Wisconsin
$531K -$145K -3,249 -18%

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.