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
SC
1176
Sapient Capital
Indiana
$276K -$2.18K -49 -0.7%
HWA
1177
Heartwood Wealth Advisors
Virginia
$276K
MFP
1178
Meridian Financial Partners
Virginia
$275K -$1.51K -34 -0.5%
CIM
1179
Cambria Investment Management
California
$275K
CM
1180
Cornerstone Management
Georgia
$275K
CAM
1181
Councilmark Asset Management
Tennessee
$274K
NG
1182
Norden Group
Utah
$274K +$78.9K +1,772 +36%
KFGK
1183
Keystone Financial Group (Kentucky)
Kentucky
$273K -$6.91K -155 -2%
HIGP
1184
Hill Investment Group Partners
Missouri
$273K -$48.8K -1,096 -14%
WWMSC
1185
Wagner Wealth Management (South Carolina)
South Carolina
$273K -$1.25K -28 -0.4%
AWM
1186
Accurate Wealth Management
Florida
$272K +$30.7K +688 +10%
FWM
1187
Fonville Wealth Management
Virginia
$270K
CA
1188
Calton & Associates
Florida
$270K +$35.7K +802 +14%
Capstone Investment Advisors
1189
Capstone Investment Advisors
New York
$269K +$34.3K +770 +13%
BFM
1190
Boothbay Fund Management
New York
$269K +$291K +6,529 New
CH
1191
Canton Hathaway
Rhode Island
$268K
MG
1192
Mather Group
Illinois
$266K +$43.7K +981 +18%
PIP
1193
Peachtree Investment Partners
Florida
$265K -$5.57K -125 -2%
BA
1194
Bridgewater Advisors
New York
$264K +$303K +6,800 New
FAIM
1195
Financial Advocates Investment Management
Washington
$263K -$558K -12,529 -66%
PMSA
1196
Patrick M. Sweeney & Associates
Illinois
$263K +$6.06K +136 +2%
WA
1197
WBH Advisory
Maryland
$262K -$936 -21 -0.3%
AWAG
1198
ARS Wealth Advisors Group
Florida
$262K -$12.4K -278 -4%
AA
1199
Alta Advisers
United Kingdom
$261K +$283K +6,350 New
SWM
1200
Selective Wealth Management
Virginia
$258K -$55.7K -1,250 -15%

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.