We are live on ! Find out more
TFC icon

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
SFP
976
Shepherd Financial Partners
Massachusetts
$498K +$72K +1,615 +15%
PCM
977
Penserra Capital Management
California
$497K -$167K -3,754 -24%
PFA
978
Pathway Financial Advisors
Vermont
$496K -$2.9K -65 -0.5%
BS
979
Banco Santander
Spain
$495K +$80.1K +1,798 +18%
WCM
980
Washington Capital Management
Washington
$494K
HIMC
981
Heritage Investors Management Corp
Maryland
$485K
IB
982
Intrust Bank
Kansas
$484K +$10.1K +226 +2%
KA
983
Klingman & Associates
New York
$484K +$11K +248 +2%
SWM
984
Sculati Wealth Management
Michigan
$480K
CCB
985
Cutter & Co Brokerage
Missouri
$480K +$519K +11,653 New
NSG
986
Nalls Sherbakoff Group
Tennessee
$478K +$518K +11,622 New
QPWM
987
Quadrant Private Wealth Management
Pennsylvania
$477K -$13K -291 -2%
TBA
988
Tower Bridge Advisors
Pennsylvania
$477K -$111K -2,500 -18%
NP
989
NorthRock Partners
Minnesota
$475K -$63K -1,414 -11%
EI
990
Ellevest Inc
New York
$474K +$123K +2,764 +32%
FMN
991
Financial Management Network
California
$467K -$221K -4,969 -27%
VDI
992
Vaughan David Investments
Illinois
$467K -$26.7K -600 -5%
GLA
993
Good Life Advisors
Pennsylvania
$464K -$32.9K -739 -6%
JG
994
Jain Global
New York
$462K +$500K +11,226 New
SH
995
SLT Holdings
Arizona
$457K
AGWCA
996
Annis Gardner Whiting Capital Advisors
Florida
$457K -$713 -16 -0.1%
CAM
997
Cidel Asset Management
Ontario, Canada
$457K
BWP
998
BSW Wealth Partners
Colorado
$456K +$1.65K +37 +0.3%
LIM
999
Longfellow Investment Management
Massachusetts
$456K
RF
1000
Roxbury Financial
New Jersey
$455K -$6.37K -143 -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.