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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.9M -$1.15M -25,842 -2%
HA
77
Homestead Advisers
Virginia
$52M
DLA
78
Douglas Lane & Associates
New York
$51.7M -$897K -20,145 -2%
WG
79
Welch Group
Alabama
$50.8M +$310K +6,949 +0.6%
BNP Paribas Asset Management
80
BNP Paribas Asset Management
France
$50.6M +$15.5M +347,117 +39%
EIP
81
Epoch Investment Partners
New York
$50.6M -$2.76M -61,849 -5%
LSV Asset Management
82
LSV Asset Management
Illinois
$50M -$4.14M -93,000 -7%
Royal London Asset Management
83
Royal London Asset Management
United Kingdom
$49.6M +$3.4M +76,206 +7%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$49.5M -$162K -3,626 -0.3%
Canada Life
85
Canada Life
Manitoba, Canada
$48.2M +$104K +2,330 +0.2%
NIG
86
NFJ Investment Group
Texas
$47.7M -$4.83M -108,384 -9%
FWIA
87
Fort Washington Investment Advisors
Ohio
$46.2M +$1.95M +43,822 +4%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$46M +$13.3M +298,907 +36%
CGPCS
89
Capital Group Private Client Services
California
$43.6M +$15.5M +348,117 +49%
Aberdeen Group
90
Aberdeen Group
United Kingdom
$41.9M -$2.85M -64,049 -6%
SEI Investments
91
SEI Investments
Pennsylvania
$41.8M +$1.16M +25,997 +3%
CII
92
Capital International Inc
California
$41.1M +$7.58M +170,029 +21%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$39.8M -$113K -2,540 -0.3%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$38.7M -$204K -4,587 -0.5%
Aviva
95
Aviva
United Kingdom
$38.2M +$5.39M +120,901 +15%
RP
96
Regal Partners
Australia
$37.8M +$11.2M +252,023 +38%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$37.4M -$4.72M -105,967 -10%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$36.3M +$2.77M +62,164 +8%
Universal-Beteiligungs- und Servicegesellschaft
99
Universal-Beteiligungs- und Servicegesellschaft
Germany
$34.9M +$83.5K +1,874 +0.2%
Pictet Asset Management
100
Pictet Asset Management
Switzerland
$34.9M -$1.65M -37,025 -4%

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.