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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
AWM
151
AE Wealth Management
Kansas
$23.5M +$908K +20,135 +4%
Osaic Holdings
152
Osaic Holdings
Arizona
$23.5M +$4.5M +99,807 +24%
DC
153
Davenport & Co
Virginia
$22.9M +$868K +19,253 +4%
Mariner
154
Mariner
Kansas
$22.6M +$1.98M +43,824 +10%
MSV
155
MN Services Vermogensbeheer
Netherlands
$22.6M +$338K +7,500 +2%
Credit Agricole
156
Credit Agricole
France
$21.9M +$21.6M +478,726 New
GGI
157
Godsey & Gibb Inc
Virginia
$21.9M -$215K -4,775 -1%
KK
158
KLP Kapitalforvaltning
Norway
$21.8M +$789K +17,500 +4%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$21.6M +$4.98M +110,383 +31%
BGIM
160
Brandywine Global Investment Management
Pennsylvania
$21.2M +$56.3K +1,248 +0.3%
RAM
161
Resona Asset Management
Japan
$21.1M -$1.09M -24,128 -5%
ACM
162
Advisors Capital Management
New Jersey
$21M -$223K -4,941 -1%
Nomura Asset Management
163
Nomura Asset Management
Japan
$20.8M -$22.8K -506 -0.1%
CFIA
164
Cantor Fitzgerald Investment Advisors
New York
$20.1M +$152K +3,368 +0.8%
PAS
165
Professional Advisory Services
Florida
$20M -$1.16M -25,740 -6%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$19.8M +$366K +8,122 +2%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$19.6M
OAM
168
Oppenheimer Asset Management
New York
$19.3M +$483K +10,706 +3%
Creative Planning
169
Creative Planning
Kansas
$19M +$1.21M +26,790 +7%
Comerica Bank
170
Comerica Bank
Texas
$18.6M +$10.7K +237 +0.1%
SF
171
Synovus Financial
Georgia
$18M -$1.28M -28,416 -7%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$18M -$2.68M -59,412 -13%
SAM
173
Silvercrest Asset Management
New York
$17.8M +$20.1K +446 +0.1%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$17.7M +$711K +15,769 +4%
SCM
175
SCS Capital Management
Massachusetts
$17.7M +$238K +5,274 +1%

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.