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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.89B -$9.74M -218,550 -0.2%
Capital International Investors
2
Capital International Investors
California
$4.31B +$625M +14,036,745 +15%
BlackRock
3
BlackRock
New York
$4.09B -$218M -4,894,817 -5%
State Street
4
State Street
Massachusetts
$2.54B -$88.6M -1,988,583 -3%
Bank of America
5
Bank of America
North Carolina
$1.55B -$21.2M -475,631 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.49B -$542M -12,168,837 -25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.15B +$6.27M +140,703 +0.5%
Amundi
8
Amundi
France
$919M +$48.6M +1,091,311 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$817M +$20M +449,903 +2%
Morgan Stanley
10
Morgan Stanley
New York
$793M +$14.9M +333,889 +2%
Charles Schwab
11
Charles Schwab
California
$716M -$2.16M -48,481 -0.3%
Northern Trust
12
Northern Trust
Illinois
$586M -$8.7M -195,201 -1%
Invesco
13
Invesco
Georgia
$541M +$142M +3,188,999 +32%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$511M +$87.2M +1,956,645 +19%
American Century Companies
15
American Century Companies
Missouri
$496M +$96.2M +2,158,639 +22%
UBS AM
16
UBS AM
Illinois
$427M -$16.6M -373,194 -3%
Norges Bank
17
Norges Bank
Norway
$417M +$37.3M +838,183 +9%
Federated Hermes
18
Federated Hermes
Pennsylvania
$391M +$3.98M +89,373 +0.9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$346M -$3.76M -84,504 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$334M +$4.72M +105,915 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$330M +$18.2M +408,726 +5%
Goldman Sachs
22
Goldman Sachs
New York
$287M +$25.2M +565,589 +9%
UBS Group
23
UBS Group
Switzerland
$279M +$28.3M +635,661 +10%
Victory Capital Management
24
Victory Capital Management
Texas
$274M +$268M +6,012,817 +923%
Macquarie Group
25
Macquarie Group
Australia
$253M -$29.9M -670,543 -10%

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.