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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
RMDI
1101
R.M. Davis Inc
Maine
$343K +$102K +2,299 +38%
TT
1102
TI-Trust
Illinois
$343K
CAAM
1103
Cornerstone Advisors Asset Management
Pennsylvania
$341K +$3.25K +73 +0.9%
DWT
1104
Dorsey & Whitney Trust
South Dakota
$340K +$1.69K +38 +0.5%
APG
1105
Abacus Planning Group
South Carolina
$339K +$3.39K +76 +0.9%
WTC
1106
WhitTier Trust Company
Nevada
$339K -$31.5K -706 -8%
CIM
1107
CIM Investment Management
Pennsylvania
$339K -$178 -4 -0%
NHT
1108
New Hampshire Trust
New Hampshire
$338K +$3.43K +77 +0.9%
CRC
1109
Curi RMB Capital
Illinois
$337K +$100K +2,254 +38%
FGWP
1110
Founders Grove Wealth Partners
Virginia
$337K
WC
1111
Wynn Capital
Georgia
$336K +$364K +8,174 New
CI
1112
CX Institutional
Indiana
$336K -$5.88K -132 -2%
IFWM
1113
Institute for Wealth Management
Colorado
$335K
CWC
1114
Carolinas Wealth Consulting
North Carolina
$333K -$42.8K -961 -11%
LIA
1115
LBMC Investment Advisors
Tennessee
$333K -$14.1K -317 -4%
NL
1116
NWAM LLC
Washington
$333K -$13.7K -308 -4%
FAM
1117
Formidable Asset Management
Ohio
$332K
TWPM
1118
Total Wealth Planning & Management
Florida
$331K
MWM
1119
Manske Wealth Management
Texas
$330K -$70.8K -1,590 -17%
CLOS
1120
Compagnie Lombard Odier SCmA
Switzerland
$329K
NA
1121
Novus Advisors
South Carolina
$329K -$2.27K -51 -0.6%
FDS
1122
First Dallas Securities
Texas
$328K +$123K +2,761 +53%
1C
1123
111 Capital
France
$327K +$354K +7,956 New
BWM
1124
BankPlus Wealth Management
Mississippi
$325K +$23.7K +532 +7%
1SB
1125
1ST Source Bank
Indiana
$325K +$7.17K +161 +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.