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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
DWAM
951
Duncan Williams Asset Management
Tennessee
$530K -$21.3K -477 -4%
GIA
952
Gladstone Institutional Advisory
Florida
$530K -$82.7K -1,856 -13%
RA
953
Ransom Advisory
Rhode Island
$527K +$3.12K +70 +0.5%
MIM
954
Morningstar Investment Management
Illinois
$526K -$127K -2,851 -18%
CCT
955
Chemung Canal Trust
New York
$523K
HBW
956
Hazlett, Burt & Watson
West Virginia
$520K +$48K +1,077 +9%
WAAG
957
Wealth Alliance Advisory Group
Kansas
$519K -$17.2K -387 -3%
HSA
958
HBK Sorce Advisory
Pennsylvania
$519K +$124K +2,781 +28%
EWM
959
Evercore Wealth Management
New York
$519K +$446 +10 +0.1%
WHG
960
Westwood Holdings Group
Texas
$518K +$4.41K +99 +0.8%
FMWA
961
Forvis Mazars Wealth Advisors
Missouri
$517K -$457K -10,255 -45%
FWP
962
Forefront Wealth Partners
Texas
$517K +$757 +17 +0.1%
AIP
963
Ameritas Investment Partners
Nebraska
$516K -$17.7K -398 -3%
AMIM
964
Aull & Monroe Investment Management
Alabama
$516K
UCI
965
Uncommon Cents Investing
Wisconsin
$515K -$802 -18 -0.1%
FMII
966
Farmers & Merchants Investments Inc
Nebraska
$515K -$88.1K -1,977 -14%
TYCC
967
Texas Yale Capital Corp
Florida
$514K +$11.1K +250 +2%
LCM
968
Landscape Capital Management
New Jersey
$512K +$555K +12,448 New
LA
969
LVW Advisors
New York
$512K -$107K -2,394 -16%
LOPW
970
Live Oak Private Wealth
North Carolina
$510K -$120K -2,691 -18%
MMPW
971
Mitchell McLeod Pugh & Williams
Alabama
$506K +$89 +2 +0%
TIM
972
Thompson Investment Management
Wisconsin
$505K -$107K -2,400 -16%
KP
973
Keel Point
Alabama
$503K -$13.9K -313 -2%
SLWA
974
San Luis Wealth Advisors
California
$499K +$540K +12,124 New
Koshinski Asset Management
975
Koshinski Asset Management
Illinois
$499K +$57.8K +1,297 +12%

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.