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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
Capstone Investment Advisors
1601
Capstone Investment Advisors
New York
-$295K -6,544 Closed
MC
1602
Machina Capital
France
-$276K -6,414 Closed
MPM
1603
MBB Public Markets
Illinois
-$268K -6,236 Closed
AA
1604
Armis Advisers
Georgia
-$267K -5,868 Closed
PA
1605
Prossimo Advisors
California
-$247K -5,744 Closed
PPG
1606
Peak Planning Group
Colorado
-$246K -5,722 Closed
SHWM
1607
Smith & Howard Wealth Management
Georgia
-$240K -5,582 Closed
CWMS
1608
Cannon Wealth Management Services
North Carolina
-$239K -5,559 Closed
MAM
1609
Madison Asset Management
Wisconsin
-$236K -5,500 Closed
CPC
1610
Consolidated Planning Corp
Georgia
-$236K -5,488 Closed
SHFA
1611
SC&H Financial Advisors
Maryland
-$223K -5,183 Closed
1W
1612
1776 Wealth
Georgia
-$219K -5,100 Closed
NWAG
1613
Net Worth Advisory Group
Utah
-$218K -5,061 Closed
GSWA
1614
Good Steward Wealth Advisors
Tennessee
-$217K -5,051 Closed
GCP
1615
GSA Capital Partners
United Kingdom
-$215K -5,001 Closed
NAMP
1616
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$215K -5,000 Closed
CCAL
1617
City Center Advisors LLC
Michigan
-$213K -4,950 Closed
HFRG
1618
Houlihan Financial Resource Group
Virginia
-$210K -4,871 Closed
AC
1619
Avestar Capital
New York
-$209K -4,855 Closed
CWM
1620
CarsonAllaria Wealth Management
Illinois
-$159K -3,696 Closed
IMC
1621
Investment Management Corporation
Virginia
-$149K -3,459 Closed
CCM
1622
Carderock Capital Management
Maryland
-$135K -3,137 Closed
KWM
1623
Kiker Wealth Management
Georgia
-$69K -1,605 Closed
HT
1624
Headlands Technologies
Illinois
-$67.2K -1,563 Closed
CM
1625
Capula Management
Cayman Islands
-$61.2K -1,358 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.