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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
MSE
1576
MUFG Securities EMEA
United Kingdom
-$1.31M -30,099 Closed
CFGS
1577
Concourse Financial Group Securities
Alabama
-$1.22M -25,919 Closed
MC
1578
Machina Capital
France
-$1.08M -25,008 Closed
VCM
1579
Voleon Capital Management
California
-$1.07M -24,754 Closed
JFG
1580
Jefferies Financial Group
New York
-$868K -20,000 Closed
TSS
1581
Two Sigma Securities
New York
-$767K -17,690 Closed
CMANY
1582
Capital Management Associates (New York)
New York
-$764K -17,607 Closed
MP
1583
Mangrove Partners
Connecticut
-$761K -17,542 Closed
FFM
1584
Fullerton Fund Management
Singapore
-$664K -15,298 Closed
PCM
1585
PAR Capital Management
Massachusetts
-$629K -14,500 Closed
ST
1586
Sabal Trust
Florida
-$557K -12,833 Closed
WS
1587
Wedbush Securities
California
-$498K -11,475 Closed
FHB
1588
First Hawaiian Bank
Hawaii
-$479K -11,043 Closed
PI
1589
Pettee Investors
Connecticut
-$399K -9,195 Closed
MCC
1590
Malaga Cove Capital
California
-$382K -8,796 Closed
DAS
1591
Diversify Advisory Services
Utah
-$374K -8,749 Closed
CCA
1592
Cobblestone Capital Advisors
New York
-$379K -8,735 Closed
CCM
1593
Chiron Capital Management
Florida
-$369K -8,507 Closed
AWF
1594
Alpha Wealth Funds
Utah
-$347K -8,000 Closed
FTUS
1595
Flow Traders U.S.
New York
-$320K -7,370 Closed
AWP
1596
Ascent Wealth Partners
New York
-$309K -7,119 Closed
IUHSA
1597
Itau Unibanco Holding S.A.
Brazil
-$304K -7,000 Closed
CCT
1598
Capital City Trust
Florida
-$297K -6,857 Closed
SAM
1599
Secure Asset Management
Michigan
-$285K -6,572 Closed
KA
1600
Kovack Advisors
Florida
-$281K -6,468 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.