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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
ITIM
1526
Indiana Trust & Investment Management
Indiana
$3.17K -$4.46K -100 -56%
TCA
1527
Trifecta Capital Advisors
Illinois
$3.13K
TFM
1528
TFC Financial Management
Massachusetts
$2.88K
FAM
1529
Flaharty Asset Management
Florida
$2.84K +$3.07K +69 New
RAM
1530
Riggs Asset Management
Pennsylvania
$2.62K
T
1531
Transce3nd
Texas
$2.54K -$8.2K -184 -75%
SWC
1532
Spectrum Wealth Counsel
Indiana
$2.48K
FFA
1533
Frazier Financial Advisors
Ohio
$2.43K
LWMI
1534
Legacy Wealth Management (Idaho)
Idaho
$2.43K
AF
1535
Abound Financial
California
$2.39K +$2.58K +58 New
CAWM
1536
Capital A Wealth Management
Pennsylvania
$2.35K +$980 +22 +63%
CAC
1537
Core Alternative Capital
Georgia
$2.06K -$2.41K -54 -52%
WCM
1538
WealthTrak Capital Management
Virginia
$1.85K +$1.56K +35 +350%
DAL
1539
Delta Accumulation LLC
California
$1.67K -$682K -15,300 -100%
WW
1540
Winnow Wealth
Texas
$1.65K +$624 +14 +52%
WA
1541
WestEnd Advisors
North Carolina
$1.56K +$1.11K +25 +192%
Q1WB
1542
Quest 10 Wealth Builders
Virginia
$1.41K -$62.8K -1,409 -98%
OP
1543
ORG Partners
Indiana
$1.31K -$5.43K -122 -79%
FNWA
1544
Financial Network Wealth Advisors
Utah
$1.07K +$1.16K +26 New
BHWM
1545
Bay Harbor Wealth Management
Maryland
$740 +$802 +18 New
PWM
1546
Parkworth Wealth Management
California
$700 +$178 +4 +31%
BMC
1547
Bear Mountain Capital
Washington
$682 +$802 +18 New
PWM
1548
Puff Wealth Management
New Jersey
$623 +$668 +15 New
OCM
1549
Osterweis Capital Management
California
$617 +$668 +15 New
HIA
1550
HFM Investment Advisors
New Jersey
$577 +$624 +14 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.