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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
PWAM
1351
Private Wealth Asset Management
Iowa
$95.1K +$103K +2,311 New
HFS
1352
Hughes Financial Services
Virginia
$94K +$102K +2,292 New
QC
1353
Quent Capital
New York
$90.1K -$19.5K -438 -17%
SN
1354
Sittner & Nelson
Oregon
$89.5K
GCM
1355
Gables Capital Management
Florida
$89.3K
GSWM
1356
Golden State Wealth Management
California
$89.2K +$45 +1 +0%
LFG
1357
Larson Financial Group
Missouri
$89.1K +$14.4K +323 +18%
APW
1358
Aventura Private Wealth
Florida
$86.5K -$6.73K -151 -7%
C
1359
Covestor
United Kingdom
$85K -$5.03K -113 -5%
PB
1360
Pinnacle Bancorp
Nebraska
$84.7K
SPF
1361
South Plains Financial
Texas
$84.2K +$3.12K +70 +4%
FCAS
1362
First Command Advisory Services
Texas
$83.5K
SVWA
1363
Sarver Vrooman Wealth Advisors
Missouri
$82.4K +$89.2K +2,002 New
ST
1364
Smithfield Trust
Pennsylvania
$82K
CAL
1365
Capital Advisors Ltd
Ohio
$81K
IAS
1366
IMA Advisory Services
Colorado
$80.7K +$87.4K +1,961 New
CT
1367
Clearstead Trust
Maine
$76K
BFS
1368
Bare Financial Services
Pennsylvania
$75.7K +$1.2K +27 +1%
TSMHT
1369
Thurston Springer Miller Herd & Titak
Indiana
$75.3K -$50.6K -1,135 -38%
HIA
1370
Harbor Investment Advisory
Maryland
$73.9K +$74.2K +1,665 +1,271%
MSG
1371
Main Street Group
Virginia
$72.3K +$4.46K +100 +6%
RFS
1372
Richardson Financial Services
Massachusetts
$71.8K +$2.23K +50 +3%
WF
1373
Wayfinding Financial
Washington
$70K +$76.7K +1,722 New
WT
1374
Washington Trust
Rhode Island
$67.5K -$90.5K -2,032 -55%
KWM
1375
Kiker Wealth Management
Georgia
$66K +$71.5K +1,605 New

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.