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Truist Financial

1,558 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, 599 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $606M | Put options by funds: $379M

1.82% more ownership

Funds ownership: 73.04%74.86% (+1.8%)

8% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 108

6% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 599

1% less funds holding

Funds holding: 1,5711,558 (-13)

5% less capital invested

Capital invested by funds: $42.1B → $40.1B (-$1.99B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,558
Holders Change
-13
Holders Change %
-0.83%
% of All Funds
20.85%
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
599
Closed
108
Calls
$606M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M

TFC Hedge Fund Activity: Q1 2025 in Review

1,558 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2025, worth a combined $40.1B — down 4.7% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TFC positions and 108 closed out — a net gain of 9 holders — while 632 added to existing stakes and 599 trimmed.

The largest buyer was Capital International Investors, adding an estimated $625M. The largest seller was JP Morgan Chase, cutting an estimated $542M.

  • 1,558 institutional investors held Truist Financial (TFC) as of Q1 2025, down from 1,571 in Q4 2024.
  • Funds reported $40.1B of Truist Financial stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 117 funds opened new Truist Financial positions in Q1 2025 and 108 closed out, a net change of +9 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.