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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
NRI
1051
NFP Retirement Inc
California
$395K +$401 +9 +0.1%
WPC
1052
Wedmont Private Capital
Pennsylvania
$395K -$52.8K -1,186 -10%
PPC
1053
Park Place Capital
Alabama
$395K +$94K +2,110 +28%
CA
1054
Continuum Advisory
Idaho
$394K +$21.4K +481 +5%
VNA
1055
Valley National Advisers
Pennsylvania
$393K -$7.26K -163 -2%
AL
1056
Aspiriant LLC
California
$389K +$14.1K +317 +3%
TPA
1057
Trivium Point Advisory
Connecticut
$388K -$8.6K -193 -2%
CAMV
1058
Concord Asset Management (Virginia)
Virginia
$388K
5W
1059
5T Wealth
California
$387K -$624 -14 -0.1%
SIG
1060
Stonegate Investment Group
Alabama
$387K +$140K +3,133 +50%
MS
1061
Maven Securities
Jersey
$387K -$682K -15,302 -62%
NDSI
1062
Newman Dignan & Sheerar Inc
Rhode Island
$383K -$28.6K -641 -6%
Lazard Asset Management
1063
Lazard Asset Management
New York
$382K -$224K -5,022 -35%
JIP
1064
Jaffetilchin Investment Partners
Florida
$382K -$26K -583 -6%
SAM
1065
Summit Asset Management
Tennessee
$379K +$624 +14 +0.2%
MIM
1066
MTM Investment Management
South Carolina
$379K +$668 +15 +0.2%
SMA
1067
Sage Mountain Advisors
Georgia
$379K -$61K -1,369 -13%
TFA
1068
Toth Financial Advisory
Virginia
$378K +$59.1K +1,326 +17%
RW
1069
Rede Wealth
Virginia
$378K -$4.32K -97 -1%
PL
1070
Parthenon LLC
Kentucky
$377K
EHC
1071
Everett Harris & Co
California
$376K
KMWM
1072
Keudell/Morrison Wealth Management
Oregon
$375K -$223 -5 -0.1%
FPWM
1073
FSB Premier Wealth Management
Iowa
$375K -$1.83K -41 -0.4%
FWCM
1074
Ferguson Wellman Capital Management
Oregon
$374K +$162K +3,633 +67%
HKIM
1075
Hayek Kallen Investment Management
Alabama
$372K

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.