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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
CCMG
1076
Clark Capital Management Group
Pennsylvania
$371K +$535 +12 +0.1%
Fisher Asset Management
1077
Fisher Asset Management
Washington
$371K +$25.7K +576 +7%
CFM
1078
Catalyst Funds Management
Australia
$370K -$26.7K -600 -6%
OF
1079
Outfitter Financial
Maine
$370K -$18K -405 -4%
FPL
1080
Fortress Private Ledger
North Carolina
$370K -$1.47K -33 -0.4%
HWA
1081
HHM Wealth Advisors
Tennessee
$368K +$846 +19 +0.2%
JF
1082
Jump Financial
Illinois
$367K -$2.99M -67,153 -88%
FA
1083
Fiducient Advisors
Illinois
$367K -$17.8K -400 -4%
AT
1084
Arlington Trust
Alabama
$366K -$8.24K -185 -2%
GIP
1085
Greatmark Investment Partners
Georgia
$365K +$83.5K +1,874 +27%
CW
1086
Code Waechter
Florida
$365K +$395K +8,874 New
AT
1087
Avalon Trust
New Mexico
$361K -$188K -4,225 -33%
LS
1088
Livforsakringsbolaget Skandia
Sweden
$361K -$107K -2,400 -21%
AWA
1089
Aaron Wealth Advisors
Illinois
$358K +$43.6K +979 +13%
TAM
1090
Tocqueville Asset Management
New York
$357K -$65.3K -1,466 -14%
DZ Bank
1091
DZ Bank
Germany
$356K +$385K +8,650 New
CRI
1092
Colonial River Investments
Virginia
$352K +$4.37K +98 +1%
HR
1093
Hardy Reed
Mississippi
$351K -$9.85K -221 -3%
PWMAG
1094
Pinnacle Wealth Management Advisory Group
New Jersey
$349K -$1.65K -37 -0.4%
CFSG
1095
Clark Financial Services Group
Missouri
$349K +$378K +8,474 New
FNFDCM
1096
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$347K -$2.23K -50 -0.6%
LAM
1097
LECAP Asset Management
United Kingdom
$346K -$913K -20,496 -71%
IA
1098
IFP Advisors
Florida
$346K +$8.29K +186 +2%
CFGW
1099
Chancellor Financial Group WB
Pennsylvania
$345K +$36.5K +819 +11%
CWS
1100
Cypress Wealth Services
California
$343K +$846 +19 +0.2%

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.