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Truist Financial

1,561 hedge funds and large institutions have $43.3B invested in Truist Financial in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 627 increasing their positions, 579 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 91

32% more call options, than puts

Call options by funds: $518M | Put options by funds: $393M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 579

5% more capital invested

Capital invested by funds: $41.3B → $43.3B (+$2.04B)

1% more funds holding

Funds holding: 1,5481,561 (+13)

0.11% more ownership

Funds ownership: 73.41%73.52% (+0.11%)

Holders
1,561
Holders Change
+13
Holders Change %
+0.84%
% of All Funds
20.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
129
Increased
627
Reduced
579
Closed
91
Calls
$518M
Puts
$393M
Net Calls
+$126M
Net Calls Change
-$102M
Name Holding Trade Value Shares
Change
Change in
Stake
PD
1576
Point72 (DIFC)
United Arab Emirates
-$1M -23,307 Closed
GCP
1577
Garda Capital Partners
Minnesota
-$978K -22,741 Closed
TTIC
1578
Tower Trust & Investment Company
Iowa
-$977K -22,736 Closed
CC
1579
Carlson Capital
Texas
-$911K -21,200 Closed
TG
1580
TCW Group
California
-$849K -19,755 Closed
WG
1581
Winton Group
United Kingdom
-$843K -19,603 Closed
CM
1582
Caption Management
Oklahoma
-$789K -17,500 Closed
FIM
1583
Freedom Investment Management
Connecticut
-$735K -17,087 Closed
SAM
1584
Shell Asset Management
Netherlands
-$736K -16,335 Closed
GCM
1585
Graham Capital Management
Connecticut
-$692K -16,100 Closed
AI
1586
Atom Investors
Texas
-$645K -14,996 Closed
QIM
1587
Quantitative Investment Management
Virginia
-$637K -14,836 Closed
MAM
1588
Morse Asset Management
Connecticut
-$608K -14,150 Closed
RWM
1589
Revisor Wealth Management
Ohio
-$612K -13,459 Closed
OFS
1590
Orrstown Financial Services
Pennsylvania
-$524K -12,186 Closed
SPA
1591
Sherbrooke Park Advisers
New York
-$515K -11,979 Closed
AC
1592
AXQ Capital
New Jersey
-$506K -11,772 Closed
LAM
1593
LECAP Asset Management
United Kingdom
-$471K -10,958 Closed
MM
1594
MQS Management
New York
-$439K -10,203 Closed
RW
1595
Rede Wealth
Virginia
-$395K -9,189 Closed
BAM
1596
Belpointe Asset Management
Nevada
-$368K -8,549 Closed
MIA
1597
MainStreet Investment Advisors
Illinois
-$331K -7,709 Closed
BCM
1598
Birmingham Capital Management
Alabama
-$318K -7,400 Closed
PL
1599
Perpetual Ltd
Australia
-$312K -7,250 Closed
LWM
1600
Lyell Wealth Management
California
-$307K -7,143 Closed

TFC Hedge Fund Activity: Q3 2025 in Review

1,561 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2025, worth a combined $43.3B — up 4.9% from $41.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new TFC positions and 91 closed out — a net gain of 38 holders — while 627 added to existing stakes and 579 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $465M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 1,561 institutional investors held Truist Financial (TFC) as of Q3 2025, up from 1,548 in Q2 2025.
  • Funds reported $43.3B of Truist Financial stock for Q3 2025, up 4.9% quarter-over-quarter.
  • 129 funds opened new Truist Financial positions in Q3 2025 and 91 closed out, a net change of +38 holders.
  • The largest Truist Financial buyer in Q3 2025 was Wellington Management Group, an estimated $465M added.
  • The largest Truist Financial seller in Q3 2025 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q3 2025.