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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
CW
1326
Curio Wealth
Maryland
$131K -$46.1K -1,035 -100%
CSPIA
1327
Cary Street Partners Investment Advisory
Virginia
$129K +$16.9K +379 +14%
TWC
1328
TD Waterhouse Canada
Ontario, Canada
$128K -$3.07K -69 -2%
CSC
1329
Caldwell Sutter Capital
California
$126K -$11.6K -261 -8%
BI
1330
Binnacle Investments
Iowa
$125K +$136K +3,044 New
VFM
1331
Viking Fund Management
North Dakota
$123K +$134K +3,000 New
FPB
1332
First PREMIER Bank
South Dakota
$123K
ETC
1333
Exchange Traded Concepts
Oklahoma
$119K +$22.9K +515 +22%
NRG
1334
Nemes Rush Group
Michigan
$118K -$41.5K -932 -25%
SWA
1335
SOA Wealth Advisors
New York
$118K
BWAM
1336
Boyd Watterson Asset Management
Ohio
$117K -$223 -5 -0.2%
AEPWM
1337
Atlantic Edge Private Wealth Management
Florida
$116K +$3.34K +75 +3%
QL
1338
Quarry LP
New York
$116K +$126K +2,820 New
MIFH
1339
Migdal Insurance & Financial Holdings
Israel
$116K -$81K -1,818 -39%
EA
1340
Evolution Advisers
Virginia
$112K -$713 -16 -0%
RTC
1341
Riverview Trust Company
Washington
$112K
AF
1342
Advisornet Financial
Minnesota
$108K -$21.5K -482 -15%
SCM
1343
Silvant Capital Management
Georgia
$106K
SS
1344
SBI Securities
Japan
$103K +$4.54K +102 +4%
MEG
1345
Millstone Evans Group
Colorado
$102K
SS
1346
Sunbelt Securities
Texas
$102K +$11.6K +261 +12%
CG
1347
Curat Global
New Hampshire
$101K +$109K +2,443 New
CWM
1348
Cranbrook Wealth Management
Michigan
$100K
PG
1349
Proffitt & Goodson
Tennessee
$99.4K
CIR
1350
Clear Investment Research
Georgia
$97.1K

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.