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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
TFS
1626
Thoroughbred Financial Services
Tennessee
-$204K -4,705 Closed
AW
1627
Alaethes Wealth
Nevada
-$204K -4,694 Closed
PMG
1628
ProVise Management Group
Florida
-$203K -4,683 Closed
DFG
1629
Delta Financial Group
New Jersey
-$202K -4,646 Closed
AC
1630
ASB Consultores
Florida
-$201K -4,631 Closed
PP
1631
PDS Planning
Ohio
-$201K -4,627 Closed
SFG
1632
SevenBridge Financial Group
Pennsylvania
-$216K -4,553 Closed
FCP
1633
Fidelis Capital Partners
Florida
-$210K -4,479 Closed
OC
1634
Oarsman Capital
Wisconsin
-$151K -3,473 Closed
WAM
1635
WFA Asset Management
Wisconsin
-$133K -3,075 Closed
ACM
1636
Aster Capital Management
United Arab Emirates
-$126K -2,895 Closed
PIS
1637
POM Investment Strategies
North Carolina
-$104K -2,394 Closed
CIAM
1638
Caitong International Asset Management
Hong Kong
-$97.6K -2,250 Closed
CCA
1639
Catalyst Capital Advisors
New York
-$94.4K -2,177 Closed
FIA
1640
FNY Investment Advisers
New York
-$56K -1,300 Closed
EFG
1641
Ethos Financial Group
Pennsylvania
-$52.4K -1,208 Closed
CAS
1642
Coppell Advisory Solutions
Texas
-$43.2K -996 Closed
EC
1643
Elequin Capital
New York
-$34.7K -800 Closed
VWM
1644
Valley Wealth Managers
New Jersey
-$26K -600 Closed
AFM
1645
Aspetuck Financial Management
Connecticut
-$21.7K -500 Closed
TCG
1646
Transcendent Capital Group
Oklahoma
-$13K -300 Closed
B
1647
Birchbrook
Maine
-$8.68K -200 Closed
PPA
1648
Painted Porch Advisors
California
-$8.42K -194 Closed
OA
1649
Operose Advisors
Wisconsin
-$8.03K -185 Closed
SAM
1650
Synergy Asset Management
Washington
-$6.59K -154 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.