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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
SIC
101
Schwartz Investment Counsel
Michigan
$34.5M
RIP
102
Rhino Investment Partners
Pennsylvania
$34.3M +$10.4M +234,519 +39%
TC
103
TwinBeech Capital
New York
$34.3M +$4.49M +100,832 +14%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$33.5M -$288K -6,474 -0.8%
Jane Street
105
Jane Street
New York
$33.5M +$4.1M +91,965 +13%
SO
106
STRS Ohio
Ohio
$32.7M -$80.5K -1,807 -0.2%
Marshall Wace
107
Marshall Wace
United Kingdom
$31.9M -$128M -2,863,522 -79%
Verition Fund Management
108
Verition Fund Management
Connecticut
$31.3M -$6.48M -145,530 -16%
KCM
109
Kornitzer Capital Management
Kansas
$30.9M +$603K +13,543 +2%
BIP
110
Brandes Investment Partners
California
$30.5M -$295K -6,617 -0.9%
Swedbank
111
Swedbank
Sweden
$30.5M -$981K -22,013 -3%
Rafferty Asset Management
112
Rafferty Asset Management
New York
$30.3M -$14.1M -317,044 -30%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$30.3M -$1.16M -26,147 -3%
Diamond Hill Capital Management
114
Diamond Hill Capital Management
Ohio
$29.9M +$7.94M +178,236 +32%
Adage Capital Partners
115
Adage Capital Partners
Massachusetts
$29.3M -$11.3M -254,300 -26%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$29.2M -$6.38M -143,111 -17%
DDPIC
117
Deroy & Devereaux Private Investment Counsel
Michigan
$28.8M +$4.7M +105,539 +18%
SG Americas Securities
118
SG Americas Securities
New York
$28.5M +$10.5M +235,856 +52%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$28.3M +$636K +14,286 +2%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$28.2M +$649K +14,570 +2%
Squarepoint
121
Squarepoint
New York
$27.7M +$11.8M +265,802 +65%
APG Asset Management
122
APG Asset Management
Netherlands
$27.5M -$441K -9,900 -1%
CS
123
Candriam SCA
Luxembourg
$27.2M +$4.02M +90,314 +16%
GHA
124
GW Henssler & Associates
Georgia
$26.6M +$6.46M +145,049 +29%
ZIM
125
Zacks Investment Management
Illinois
$25.6M +$972K +21,824 +4%

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.