We are live on ! Find out more
TFC icon

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
RIG
1601
RiverFront Investment Group
Virginia
-$270K -6,223 Closed
GSEP
1602
Golden State Equity Partners
California
-$266K -6,124 Closed
SWIG
1603
Strategic Wealth Investment Group
Kentucky
-$258K -5,941 Closed
FTC
1604
Farmers Trust Company
Ohio
-$253K -5,834 Closed
AAS
1605
Ameritas Advisory Services
Nebraska
-$251K -5,795 Closed
TC
1606
TAGStone Capital
North Carolina
-$248K -5,725 Closed
TW
1607
Traveka Wealth
California
-$247K -5,699 Closed
TPI
1608
Trust Point Inc
Wisconsin
-$244K -5,627 Closed
CHP
1609
Cable Hill Partners
Oregon
-$236K -5,431 Closed
CG
1610
CFO4Life Group
Texas
-$233K -5,360 Closed
BWP
1611
Balboa Wealth Partners
Arizona
-$231K -5,324 Closed
MMM
1612
Mendel Money Management
Illinois
-$227K -5,224 Closed
SSG
1613
Summit Securities Group
New York
-$226K -5,200 Closed
CCP
1614
Cassia Capital Partners
North Carolina
-$223K -5,149 Closed
NPT
1615
Nixon Peabody Trust
Massachusetts
-$223K -5,137 Closed
RBC
1616
Romano Brothers & Co
Illinois
-$220K -5,075 Closed
CC
1617
Chicago Capital
Illinois
-$220K -5,068 Closed
WEG
1618
World Equity Group
Illinois
-$219K -5,050 Closed
ILI
1619
Invesco LLC (Illinois)
Illinois
-$214K -4,936 Closed
WWM
1620
Western Wealth Management
Colorado
-$213K -4,910 Closed
HTIM
1621
Harbour Trust & Investment Management
Indiana
-$213K -4,906 Closed
FAT
1622
First American Trust
California
-$210K -4,833 Closed
AFGAS
1623
Allegiance Financial Group Advisory Services
Virginia
-$209K -4,825 Closed
TFF
1624
The Family Firm
Maryland
-$206K -4,758 Closed
LI
1625
Lafayette Investments
Maryland
-$205K -4,727 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.