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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
PAM
1401
Paradigm Asset Management
New York
$44.6K
POIA
1402
Pin Oak Investment Advisors
Texas
$43K
RF
1403
Rossby Financial
Florida
$42.6K +$50.3K +1,130 New
TH
1404
TCTC Holdings
Texas
$42.1K -$12.8K -287 -22%
HWM
1405
Hemington Wealth Management
Virginia
$40K +$5.79K +130 +15%
WCM
1406
Winthrop Capital Management
Indiana
$38K
BFPW
1407
BOK Financial Private Wealth
Colorado
$37.4K +$29.3K +658 +263%
SO
1408
Sierra Ocean
California
$37K +$15.7K +352 +64%
AWM
1409
Abound Wealth Management
Tennessee
$36.6K -$6.64K -149 -14%
MAM
1410
Meeder Asset Management
Ohio
$36K +$20.9K +468 +115%
MTIC
1411
Missouri Trust & Investment Company
Missouri
$35.1K
HWM
1412
Horizons Wealth Management
North Carolina
$35.1K
M
1413
MOTCO
Texas
$32.8K +$28.9K +649 +436%
RA
1414
Rise Advisors
New York
$32.2K -$3.12K -70 -8%
S
1415
Sachetta
Massachusetts
$30.8K -$2.5K -56 -7%
CB
1416
Centennial Bank
Arkansas
$30.5K +$25.8K +580 +360%
APW
1417
Atlantic Private Wealth
North Carolina
$29.4K
WAS
1418
Winch Advisory Services
Wisconsin
$28.3K +$312 +7 +1%
MHR
1419
Matthew Hamilton Rosenberg
$27.5K +$5.79K +130 +24%
FP
1420
Financial Perspectives
Minnesota
$26.2K +$45 +1 +0.2%
WPA
1421
Wealth Preservation Advisors
Tennessee
$25.1K +$27.1K +609 New
HFS
1422
Hopwood Financial Services
Virginia
$24.7K
FMTCOCP
1423
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
NWM
1424
Navigoe Wealth Management
California
$24K
OAJ
1425
Ogorek Anthony Joseph
New York
$24K +$26.6K +598 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.