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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
CRM
176
Cramer Rosenthal McGlynn
Connecticut
$16.5M -$1.56M -35,003 -8%
BGIM
177
Brandywine Global Investment Management
Pennsylvania
$16.3M +$17.6M +395,069 New
SAM
178
Silvercrest Asset Management
New York
$16.1M +$116K +2,600 +0.7%
ASRS
179
Arizona State Retirement System
Arizona
$16M +$229K +5,131 +1%
Robeco Institutional Asset Management
180
Robeco Institutional Asset Management
Netherlands
$15.9M +$13.4M +300,503 +347%
AAIM
181
American Assets Investment Management
California
$15.8M
SOMRS
182
State of Michigan Retirement System
Michigan
$15.8M -$151K -3,400 -0.9%
AT
183
AMF Tjänstepension
Sweden
$15.7M -$2.37M -53,104 -12%
US Bancorp
184
US Bancorp
Minnesota
$15.4M -$1.39M -31,107 -8%
BBVA
185
Banco Bilbao Vizcaya Argentaria
Spain
$15.2M +$14.4M +324,342 +711%
Ensign Peak Advisors
186
Ensign Peak Advisors
Utah
$15.1M -$1.73M -38,786 -10%
MNA
187
Manning & Napier Advisors
New York
$15M -$1.23M -27,636 -7%
VV
188
Verity & Verity
South Carolina
$14.9M -$2.79M -62,584 -15%
BF
189
BOK Financial
Oklahoma
$14.8M +$3.96M +88,924 +33%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.6M +$699K +15,689 +5%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$14.6M +$619K +13,886 +4%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.5M +$330K +7,408 +2%
KA
193
KLCM Advisors
Wisconsin
$14.4M +$105K +2,350 +0.7%
GLA
194
Great Lakes Advisors
Illinois
$14.2M +$551K +12,374 +4%
IP
195
Interval Partners
New York
$14.1M -$26.2M -587,073 -63%
MIM
196
MetLife Investment Management
New Jersey
$14.1M -$417K -9,369 -3%
SIMG
197
Sonora Investment Management Group
Arizona
$14.1M +$304K +6,815 +2%
BWL
198
Bogart Wealth LLC
Virginia
$13.9M +$252K +5,663 +2%
MIM
199
Montgomery Investment Management
Maryland
$13.7M -$446 -10 -0%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$13.6M +$516K +11,572 +4%

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.