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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
WA
1226
Waddell & Associates
Tennessee
$239K +$1.16K +26 +0.5%
DOA
1227
D'Orazio & Associates
Virginia
$238K -$936 -21 -0.4%
AA
1228
Advisory Alpha
Michigan
$238K +$14.2K +318 +6%
TFA
1229
Transamerica Financial Advisors
Florida
$237K -$4.01K -90 -2%
AIA
1230
Arbor Investment Advisors
North Carolina
$236K +$49.4K +1,108 +24%
TW
1231
TritonPoint Wealth
Maryland
$234K +$11.2K +251 +5%
CS
1232
Capital Square
Tennessee
$233K +$223 +5 +0.1%
CP
1233
Castleview Partners
Texas
$233K +$356 +8 +0.1%
MSFS
1234
Main Street Financial Solutions
Pennsylvania
$232K -$15.5K -347 -6%
GVAG
1235
Great Valley Advisor Group
Delaware
$232K -$3.43K -77 -1%
LAM
1236
L2 Asset Management
Massachusetts
$231K +$21.5K +483 +9%
STA
1237
Smith Thornton Advisors
Alabama
$231K +$312 +7 +0.1%
SHWM
1238
Smith & Howard Wealth Management
Georgia
$229K
BFA
1239
Benedict Financial Advisors
Georgia
$229K +$248K +5,565 New
SAW
1240
Signal Advisors Wealth
Michigan
$229K +$2.27K +51 +0.9%
CB
1241
CNB Bank
Pennsylvania
$228K -$156K -3,504 -39%
MWA
1242
Muirfield Wealth Advisors
North Carolina
$228K +$2.76K +62 +1%
CAL
1243
Capital Analysts LLC
Pennsylvania
$227K -$13.4K -300 -5%
UFF
1244
USA Financial Formulas
Michigan
$226K +$2.58K +58 +1%
MAM
1245
Madison Asset Management
Wisconsin
$226K +$245K +5,500 New
HNWAG
1246
High Net Worth Advisory Group
Florida
$225K
RPA
1247
Rock Point Advisors
Vermont
$225K -$17.8K -400 -7%
AFP
1248
Ausdal Financial Partners
Iowa
$225K +$25.4K +569 +12%
NLP
1249
Next Level Private
New York
$224K +$2.72K +61 +1%
CTC
1250
Central Trust Company
Missouri
$224K -$1.34K -30 -0.5%

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.