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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
DF
1501
Dunhill Financial
United Kingdom
$5.52K -$3.74K -84 -39%
AA
1502
Ancora Advisors
Ohio
$5.31K
CFS
1503
Compass Financial Services
Iowa
$5.14K +$5.57K +125 New
TWD
1504
True Wealth Design
Ohio
$5K -$49.5K -1,110 -90%
SIA
1505
Sit Investment Associates
Minnesota
$5K
FFC
1506
First Financial Corp
Indiana
$4.94K
HHGA
1507
Halbert Hargrove Global Advisors
California
$4.92K +$5.35K +120 New
RI
1508
Ridgewood Investments
New Jersey
$4.44K +$4.81K +108 New
CWM
1509
Crowley Wealth Management
Delaware
$4.36K
FWM
1510
FSA Wealth Management
Massachusetts
$4.32K +$1.92K +43 +69%
BWM
1511
Bernard Wealth Management
Michigan
$4.2K +$4.54K +102 New
GWSG
1512
GPS Wealth Strategies Group
Colorado
$4.2K +$89 +2 +2%
PA
1513
Pineridge Advisors
Missouri
$4.12K
DPW
1514
DiNuzzo Private Wealth
Pennsylvania
$4.12K +$1.38K +31 +45%
DWM
1515
Darwin Wealth Management
Florida
$4.08K
NC
1516
North Capital
Utah
$4.07K +$4.41K +99 New
CMP
1517
Coston McIsaac & Partners
Maine
$4K
NL
1518
NVWM LLC
Pennsylvania
$3.92K +$89 +2 +2%
Kayne Anderson Rudnick Investment Management
1519
Kayne Anderson Rudnick Investment Management
California
$3.91K -$15K -336 -78%
CPG
1520
Cornerstone Planning Group
New Jersey
$3.86K -$490 -11 -10%
DIP
1521
DT Investment Partners
Pennsylvania
$3.62K
PPWM
1522
PFG Private Wealth Management
Florida
$3.62K
BDPWM
1523
Barnes Dennig Private Wealth Management
Ohio
$3.5K +$3.79K +85 New
CWP
1524
Clark Wealth Partners
Illinois
$3.37K -$89 -2 -2%
CTWM
1525
Cherry Tree Wealth Management
Minnesota
$3.21K

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.