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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
GL
1201
Graypoint LLC
New York
$256K -$22.8K -512 -8%
TVAMP
1202
Tennessee Valley Asset Management Partners
Tennessee
$255K +$277K +6,226 New
LF
1203
LifePlan Financial
Minnesota
$253K -$1.83K -41 -0.7%
CFO
1204
CVA Family Office
Colorado
$253K +$8.6K +193 +3%
ATPW
1205
Ashton Thomas Private Wealth
Arizona
$253K +$20.4K +458 +8%
ACM
1206
Altrius Capital Management
North Carolina
$252K
DWP
1207
Daymark Wealth Partners
Ohio
$252K -$49.3K -1,106 -15%
1IA
1208
1620 Investment Advisors
Massachusetts
$251K -$2.36K -53 -0.9%
AWM
1209
Avaii Wealth Management
Wisconsin
$251K
LF
1210
Lantz Financial
Illinois
$251K +$8.11K +182 +3%
S
1211
Sunpointe
Missouri
$251K -$3.16K -71 -1%
BA
1212
Bristlecone Advisors
Washington
$250K -$12.1K -271 -4%
TCA
1213
Transcend Capital Advisors
New Jersey
$250K -$10.5K -236 -4%
RS
1214
Rakuten Securities
Japan
$248K -$6.73K -151 -2%
FA
1215
FDx Advisors
Illinois
$248K -$1.43K -32 -0.5%
FFC
1216
Frederick Financial Consultants
Maryland
$247K +$2.36K +53 +0.9%
EWM
1217
Evermay Wealth Management
Virginia
$245K
TFO
1218
Timonier Family Office
North Carolina
$244K -$24.5K -551 -8%
CCAM
1219
Cascades Capital Asset Management
North Carolina
$244K +$55.5K +1,245 +27%
TCBWMS
1220
Texas Capital Bank Wealth Management Services
Texas
$243K +$264K +5,917 New
KFC
1221
Klingenstein Fields & Co
New York
$243K
EAM
1222
Everstar Asset Management
North Carolina
$243K -$535 -12 -0.2%
DS
1223
DRW Securities
Illinois
$243K -$134K -3,015 -34%
FLI
1224
Family Legacy Inc
South Carolina
$242K -$25.1K -563 -9%
AAM
1225
Augustine Asset Management
Florida
$240K +$23.2K +521 +10%

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.