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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
HL
1276
HeadInvest LLC
Maine
$213K -$64.4K -1,445 -22%
JIC
1277
Joel Isaacson & Co
New York
$213K +$231K +5,180 New
TS
1278
TradeWell Securities
Indiana
$212K -$7.22K -162 -3%
1W
1279
1776 Wealth
Georgia
$210K -$66.8K -1,500 -23%
LC
1280
Lindbrook Capital
California
$210K -$30.5K -685 -12%
OPA
1281
Old Port Advisors
Maine
$210K +$227K +5,092 New
SJL
1282
Shayne & Jacobs LLC
Tennessee
$209K
FA
1283
Faithward Advisors
Pennsylvania
$209K +$18.7K +419 +9%
PCA
1284
Providence Capital Advisors
North Carolina
$209K +$226K +5,075 New
SPC
1285
Spirepoint Private Client
Florida
$208K -$446 -10 -0.2%
NWWA
1286
New Wave Wealth Advisors
Arkansas
$208K -$49.8K -1,117 -18%
YCG
1287
Yeomans Consulting Group
Georgia
$208K
EBT
1288
Enterprise Bank & Trust
Massachusetts
$208K +$225K +5,051 New
LA
1289
Legacy Advisors
Pennsylvania
$207K +$224K +5,035 New
GIA
1290
Gateway Investment Advisers
Ohio
$205K +$222K +4,989 New
AFW
1291
Avantra Family Wealth
Pennsylvania
$205K -$46.8K -1,050 -17%
LWM
1292
LongView Wealth Management
Georgia
$205K
TA
1293
TrueWealth Advisors
Alabama
$204K +$2.27K +51 +1%
BWM
1294
Baron Wealth Management
Michigan
$203K -$35K -786 -14%
VWA
1295
VSM Wealth Advisory
Maryland
$203K
LA
1296
LexAurum Advisors
Kansas
$202K -$178 -4 -0.1%
HFRG
1297
Houlihan Financial Resource Group
Virginia
$200K
EB
1298
Eastern Bank
Massachusetts
$200K
FFWM
1299
Future Financial Wealth Management
Ohio
$193K -$26.7K -600 -11%
ACA
1300
American Capital Advisory
Idaho
$184K -$17.8K -400 -8%

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.