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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
PWMG
1426
Prestige Wealth Management Group
New Jersey
$23.8K
SC
1427
Swan Capital
Florida
$23.5K
PFSC
1428
Peoples Financial Services Corp
Pennsylvania
$23.4K
RFG
1429
REAP Financial Group
Texas
$21.9K +$8.02K +180 +51%
SCB
1430
Saudi Central Bank
Saudi Arabia
$21.5K +$23.3K +522 New
AWM
1431
AllSquare Wealth Management
New York
$21.1K
RAM
1432
Ramirez Asset Management
New York
$20.6K
VWWMG
1433
Vermillion & White Wealth Management Group
Pennsylvania
$20.5K
OWA
1434
Opal Wealth Advisors
New York
$20.3K +$22K +493 New
GFPC
1435
Global Financial Private Client
Florida
$19.6K +$1.87K +42 +10%
CWM
1436
Centricity Wealth Management
Ohio
$18.8K +$1.11K +25 +6%
NEWAS
1437
N.E.W. Advisory Services
Wisconsin
$18.2K +$19.7K +443 New
ME
1438
McIlrath & Eck
Washington
$17.6K
TCM
1439
TD Capital Management
Tennessee
$17.4K +$17.7K +397 +1,527%
SHIM
1440
Stone House Investment Management
Pennsylvania
$17.2K +$18.6K +417 New
MBFW
1441
Morton Brown Family Wealth
Pennsylvania
$17K +$134 +3 +0.7%
MAS
1442
MPWM Advisory Solutions
Georgia
$16.9K
EDRH
1443
Edmond de Rothschild Holding
Switzerland
$16.6K -$19.3K -434 -52%
FWA
1444
FSC Wealth Advisors
New York
$16.3K +$178 +4 +1%
FG
1445
Fairman Group
Pennsylvania
$16.1K -$802 -18 -5%
MMG
1446
Monetary Management Group
Missouri
$16K
JWA
1447
JFS Wealth Advisors
Pennsylvania
$15.7K +$2.54K +57 +18%
HNW
1448
High Note Wealth
Minnesota
$15.6K +$223 +5 +1%
LWA
1449
Lowe Wealth Advisors
Maryland
$15.5K
AP
1450
Aspect Partners
Virginia
$15.4K

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.