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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
RWPA
1451
Richard W. Paul & Associates
Michigan
$15.4K -$312 -7 -2%
SC
1452
Steph & Co
Wisconsin
$15.4K +$4.19K +94 +34%
MCA
1453
Maryland Capital Advisors
Maryland
$15.3K
HDIM
1454
Hanson & Doremus Investment Management
Vermont
$15K
VWA
1455
Valued Wealth Advisors
Utah
$14.9K +$980 +22 +6%
PSB
1456
Piscataqua Savings Bank
New Hampshire
$14.8K
IHWM
1457
Iron Horse Wealth Management
Iowa
$14.3K +$5.61K +126 +57%
RWM
1458
Rialto Wealth Management
New York
$14.2K +$15.4K +345 New
AAG
1459
Armstrong Advisory Group
Massachusetts
$13.9K
GXJ
1460
Global X Japan
Japan
$13.6K +$1.29K +29 +10%
OCM
1461
Orion Capital Management
California
$13.3K +$4.86K +109 +51%
SC
1462
Solstein Capital
California
$12.8K
CA
1463
Crewe Advisors
Utah
$12.6K
BOJHT
1464
Bank of Jackson Hole Trust
Wyoming
$12.5K
OSNBOA
1465
Old Second National Bank of Aurora
Illinois
$12.3K -$1.02K -23 -7%
CT
1466
Coastline Trust
Rhode Island
$12.3K
OW
1467
Olistico Wealth
Oklahoma
$12.3K
SIC
1468
SJS Investment Consulting
Ohio
$12K +$1.11K +25 +9%
AFG
1469
Albion Financial Group
Utah
$11.6K
PWM
1470
Proathlete Wealth Management
Florida
$11.6K +$12.5K +281 New
BSB
1471
Bangor Savings Bank
Maine
$11.3K -$13K -291 -51%
CIAS
1472
CBIZ Investment Advisory Services
Ohio
$10.6K +$3.65K +82 +46%
WA
1473
WPG Advisers
Maryland
$10.4K +$4.05K +91 +56%
DJSG
1474
D.J. St. Germain
Massachusetts
$10.2K +$11K +248 New
BC
1475
Bayforest Capital
United Kingdom
$9.71K -$22.5K -505 -68%

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.