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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
AF
1251
Apexium Financial
Texas
$223K +$1.29K +29 +0.5%
BRWM
1252
Blue Rock Wealth Management
North Carolina
$222K +$241K +5,400 New
MPIA
1253
Mountain Pacific Investment Advisers
Idaho
$221K
FH
1254
FWG Holdings
Florida
$221K
PWP
1255
Phillips Wealth Planners
Mississippi
$221K -$3.3K -74 -1%
SMC
1256
Smith, Moore & Co
Missouri
$220K +$239K +5,356 New
AFW
1257
Atlantic Family Wealth
Florida
$220K +$10.2K +230 +5%
SHFA
1258
SC&H Financial Advisors
Maryland
$219K
GM
1259
GeoWealth Management
Illinois
$218K -$34.6K -777 -13%
GPW
1260
Genesis Private Wealth
Virginia
$218K +$1.43K +32 +0.6%
CIA
1261
Cape Investment Advisory
Georgia
$218K -$2.41K -54 -1%
EW
1262
Element Wealth
Mississippi
$217K +$446 +10 +0.2%
HI
1263
Harbour Investments
Wisconsin
$217K +$58.1K +1,305 +33%
JSW
1264
Journey Strategic Wealth
New Jersey
$217K +$7K +157 +3%
WPW
1265
Waldron Private Wealth
Pennsylvania
$216K -$208K -4,669 -47%
WFI
1266
West Family Investments
California
$216K
A
1267
AlphaQuest
New York
$216K -$249K -5,578 -52%
TCWM
1268
Total Clarity Wealth Management
Illinois
$215K
CWMS
1269
Cannon Wealth Management Services
North Carolina
$215K +$24.3K +545 +11%
HFM
1270
Harvest Fund Management
China
$215K -$79.7K -1,788 -25%
PA
1271
PFW Advisors
Georgia
$215K +$134 +3 +0.1%
MKA
1272
M. Kulyk & Associates
Georgia
$214K
KFS
1273
Keynote Financial Services
Connecticut
$214K
PTC
1274
Philadelphia Trust Company
Pennsylvania
$214K
AC
1275
Avestar Capital
New York
$214K -$49.5K -1,110 -18%

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.