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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
WC
1026
Whitney & Co
New York
$419K -$5.75K -129 -1%
CIC
1027
Crawford Investment Counsel
Georgia
$418K -$32.7K -735 -7%
BCWM
1028
Bartlett & Co Wealth Management
Ohio
$418K -$6.06K -136 -1%
THCM
1029
Taylor Hoffman Capital Management
Virginia
$418K
MGIA
1030
Moneta Group Investment Advisors
Missouri
$418K -$56.8K -1,274 -11%
BPW
1031
Bingham Private Wealth
California
$418K +$128K +2,880 +40%
BL
1032
Balentine LLC
Georgia
$412K +$446K +10,013 New
AAI
1033
American Assets Inc
California
$412K
CCWM
1034
Cassaday & Co Wealth Management
Virginia
$411K -$40.5K -908 -8%
GSWA
1035
Good Steward Wealth Advisors
Tennessee
$411K +$445K +9,992 New
CGL
1036
Clarius Group LLC
Washington
$411K -$9.8K -220 -2%
WIC
1037
Wilkins Investment Counsel
Massachusetts
$410K
KSB
1038
Kennebec Savings Bank
Maine
$410K -$10.9K -245 -2%
BCM
1039
Boltwood Capital Management
California
$409K +$668 +15 +0.2%
CI
1040
Conning Inc
Connecticut
$407K +$157K +3,530 +55%
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$404K +$19.9K +446 +5%
WA
1042
WealthTrust Axiom
Pennsylvania
$404K
IPWA
1043
International Private Wealth Advisors
California
$403K +$46.1K +1,035 +12%
SFGP
1044
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$403K -$18.9K -425 -4%
SAA
1045
Southeast Asset Advisors
Georgia
$402K
FMLI
1046
Fukoku Mutual Life Insurance
Japan
$401K
LF
1047
Lansforsakringar Fondforvaltning
Sweden
$400K -$24.1K -542 -5%
SFS
1048
Sowell Financial Services
Arkansas
$399K -$62.4K -1,400 -13%
GRQ
1049
Gardner Russo & Quinn
Pennsylvania
$399K +$3.34K +75 +0.8%
CCG
1050
Cypress Capital Group
Florida
$398K -$4.9K -110 -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.