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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
PWA
1551
Principia Wealth Advisory
Texas
$570 -$579 -13 -46%
DWM
1552
Dogwood Wealth Management
Kansas
$535 +$579 +13 New
YDMI
1553
Y.D. More Investments
Israel
$510 +$132K +2,963 +180%
GP
1554
Greenline Partners
New York
$453 +$490 +11 New
DFA
1555
DHJJ Financial Advisors
Illinois
$412
WBC
1556
West Branch Capital
Massachusetts
$289
GA
1557
GoalVest Advisory
New York
$288 +$312 +7 New
ACL
1558
Azora Capital LP
Florida
-$90.2M -2,080,387 Closed
Massachusetts Financial Services
1559
Massachusetts Financial Services
Massachusetts
-$88.5M -2,039,144 Closed
PAMP
1560
Polar Asset Management Partners
Ontario, Canada
-$22.6M -520,000 Closed
Renaissance Technologies
1561
Renaissance Technologies
New York
-$11.4M -263,017 Closed
DFO
1562
Duquesne Family Office
New York
-$10.1M -233,500 Closed
CM
1563
Crestline Management
Texas
-$8.82M -203,309 Closed
CPCPP
1564
Canada Post Corporation Pension Plan
Canada
-$7.94M -182,953 Closed
MMA
1565
Mizuho Markets Americas
New York
-$4.73M -109,000 Closed
LSA
1566
L & S Advisors
California
-$4.53M -104,399 Closed
NICM
1567
Neo Ivy Capital Management
New York
-$4.49M -103,410 Closed
First Eagle Investment Management
1568
First Eagle Investment Management
New York
-$3.69M -85,143 Closed
LC
1569
Legacy CG
Texas
-$3.17M -73,074 Closed
FDP
1570
Financiere des Professionnels
Quebec, Canada
-$1.94M -44,775 Closed
WAM
1571
Weiss Asset Management
Massachusetts
-$1.8M -41,557 Closed
I
1572
InceptionR
California
-$1.77M -40,763 Closed
NAG
1573
Northstar Advisory Group
New Jersey
-$1.65M -38,039 Closed
BAM
1574
Bayview Asset Management
Florida
-$1.41M -32,500 Closed
Group One Trading
1575
Group One Trading
Illinois
-$1.35M -30,290 Closed

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.